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Portfolio (Quarterly) Guide ↗

Pacific Center for Financial Services

· CIK 0001698222
13F Portfolio $448M AUM 500 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 48 New 82 Added 87 Reduced 22 Exited
Page 15 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FITB FIFTH THIRD BANCORP Financial Services 350.0 $20K 0.00% $56.37 -2.8%
282 SNAP SNAP INC Communication Services 4,436.0 $20K 0.00% -3K -40.4% $4.44 +17.9%
283 STWD STARWOOD PPTY TR INC Real Estate 1,200.0 $20K 0.00% $16.38 +0.0%
284 MPWR MONOLITHIC PWR SYS INC Technology 14.0 $19K 0.00% $1382.43 -4.8%
285 XLC SELECT SECTOR SPDR TR 180.0 $19K 0.00% $107.13 +4.0%
286 NVS NOVARTIS AG Healthcare 123.0 $19K 0.00% $156.72 +1.4%
287 WDAY WORKDAY INC Technology 157.0 $19K 0.00% $122.42 +63.4%
288 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 239.0 $19K 0.00% $79.54 +42.5%
289 MDLZ MONDELEZ INTL INC Consumer Defensive 328.0 $19K 0.00% $57.93 +11.3%
290 NKE NIKE INC Consumer Cyclical 461.0 $19K 0.00% $41.05 -0.7%
291 IDNA ISHARES TR 555.0 $19K 0.00% +5.0 +0.9% $33.76 +18.7%
292 SPYM SPDR SERIES TRUST 212.0 $19K 0.00% $87.88 +2.6%
293 AWK AMERICAN WTR WKS CO INC NEW Utilities 140.0 $18K 0.00% $131.59 +2.9%
294 ROKU ROKU INC Communication Services 130.0 $18K 0.00% $138.15 +14.0%
295 CR CRANE COMPANY Industrials 79.0 $18K 0.00% $223.08 -6.6%
296 TSCO TRACTOR SUPPLY CO Consumer Cyclical 550.0 $17K 0.00% $31.61 +10.7%
297 LOW LOWES COS INC Consumer Cyclical 78.0 $17K 0.00% $221.42 -2.4%
298 QQQJ INVESCO EXCH TRADED FD TR II 379.0 $17K 0.00% $45.47 +1.2%
299 LLY ELI LILLY & CO Healthcare 14.0 $17K 0.00% $1199.50 +4.6%
300 EIX EDISON INTL Utilities 218.0 $16K 0.00% $74.45 -3.8%
Page 15 of 25  ·  500 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.1%
Technology 14.6%
Energy 4.2%
Industrials 3.5%
Communication Services 3.1%
Consumer Defensive 2.8%
Consumer Cyclical 2.0%
Healthcare 1.8%
Utilities 1.2%
Basic Materials 0.4%