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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 21 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 POOL POOL CORP Industrials 18.0 $4K 0.00% $214.94 -12.5%
402 PAYC PAYCOM SOFTWARE INC Technology 30.0 $4K 0.00% $125.70 +82.2%
403 CARR CARRIER GLOBAL CORPORATION Industrials 50.0 $4K 0.00% $73.36 -17.7%
404 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 60.0 $4K 0.00% $60.68 +27.0%
405 SYK STRYKER CORPORATION Healthcare 11.0 $3K 0.00% $314.91 +4.6%
406 BX BLACKSTONE INC Financial Services 29.0 $3K 0.00% $117.69 +21.8%
407 IMTM ISHARES TR 63.0 $3K 0.00% NEW $53.33 +1.2%
408 DIHP DIMENSIONAL ETF TRUST 98.0 $3K 0.00% NEW $34.13 +4.7%
409 SKYY FIRST TR EXCHANGE-TRADED FD 24.0 $3K 0.00% $134.58 +19.8%
410 SNPS SYNOPSYS INC Technology 7.0 $3K 0.00% $446.14 -10.8%
411 NOK NOKIA CORP Technology 231.0 $3K 0.00% $13.28 -23.1%
412 DUPONT DE NEMOURS INC 22.0 $3K 0.00% NEW $135.68
413 BROS DUTCH BROS INC Consumer Cyclical 41.0 $3K 0.00% $71.83 -30.6%
414 ALGT ALLEGIANT TRAVEL CO Industrials 25.0 $3K 0.00% $117.60 -30.4%
415 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 207.0 $3K 0.00% $13.30 +19.0%
416 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 51.0 $3K 0.00% -46.0 -47.4% $52.55 +1.8%
417 SBAC SBA COMMUNICATIONS CORP Real Estate 15.0 $3K 0.00% $176.47 +3.5%
418 REZI RESIDEO TECHNOLOGIES INC Industrials 85.0 $3K 0.00% $31.11 -34.8%
419 MSTR STRATEGY INC Technology 30.0 $3K 0.00% -300.0 -90.9% $86.93 +37.2%
420 CDC VICTORY PORTFOLIOS II 35.0 $3K 0.00% -192.0 -84.6% $74.37 +3.8%
Page 21 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%