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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 19 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ARKK ARK ETF TR 91.0 $7K 0.00% $80.82 +6.7%
362 ULTA ULTA BEAUTY INC Consumer Cyclical 16.0 $7K 0.00% $451.00 +15.6%
363 INDY ISHARES TR 166.0 $7K 0.00% $43.42 +0.3%
364 QLYS QUALYS INC Technology 52.0 $7K 0.00% $137.50 +32.3%
365 DECK DECKERS OUTDOOR CORP Consumer Cyclical 72.0 $7K 0.00% $99.29 -7.7%
366 SOLV SOLVENTUM CORP Healthcare 92.0 $7K 0.00% +38.0 +70.4% $77.15 +16.1%
367 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 75.0 $7K 0.00% $92.09 -3.2%
368 PPL PPL CORP Utilities 190.0 $7K 0.00% $36.35 -5.4%
369 WST WEST PHARMACEUTICAL SVSC INC Healthcare 19.0 $7K 0.00% $359.00 -1.6%
370 STE STERIS PLC Healthcare 32.0 $7K 0.00% $210.59 +13.0%
371 CHD CHURCH & DWIGHT CO INC Consumer Defensive 69.0 $7K 0.00% $96.88 +2.0%
372 RMD RESMED INC Healthcare 34.0 $7K 0.00% $194.88 +18.8%
373 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 51.0 $7K 0.00% $128.57 -0.1%
374 MTD METTLER TOLEDO INTERNATIONAL Healthcare 5.0 $6K 0.00% $1277.60 +9.2%
375 VSNT VERSANT MEDIA GROUP INC Industrials 170.0 $6K 0.00% NEW $36.01 +7.6%
376 XOP SPDR SERIES TRUST 39.0 $6K 0.00% $155.92 +21.6%
377 GSK GSK PLC Healthcare 115.0 $6K 0.00% $52.43 -0.0%
378 GPC GENUINE PARTS CO Consumer Cyclical 50.0 $6K 0.00% $117.98 +13.5%
379 CRL CHARLES RIV LABS INTL INC Healthcare 26.0 $6K 0.00% $226.81 +30.1%
380 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 123.0 $6K 0.00% $47.81 -8.5%
Page 19 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%