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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 23 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 M MACYS INC Consumer Cyclical 67.0 $2K +2.0 +3.1% $23.43 -3.0%
442 LUMN LUMEN TECHNOLOGIES INC Communication Services 198.0 $2K $7.68 -21.8%
443 SCHM SCHWAB STRATEGIC TR 39.0 $1K NEW $37.23 -3.1%
444 ADBE ADOBE INC Technology 7.0 $1K $205.14 +33.7%
445 O REALTY INCOME CORP Real Estate 23.0 $1K $62.00 +1.7%
446 GAP GAP INC Consumer Cyclical 75.0 $1K $18.68 +7.0%
447 HLN HALEON PLC Healthcare 144.0 $1K $9.33 +6.9%
448 RWX SPDR INDEX SHS FDS 47.0 $1K $27.02 +3.0%
449 XPLR INFRASTRUCTURE LP 101.0 $1K -100.0 -49.8% $11.78
450 AIG AMERICAN INTL GROUP INC Financial Services 15.0 $1K NEW $74.53 +2.8%
451 LULU LULULEMON ATHLETICA INC Consumer Cyclical 9.0 $1K -5.0 -35.7% $114.22 +4.6%
452 TEAM ATLASSIAN CORPORATION Technology 13.0 $1K $77.85 +117.7%
453 SMR NUSCALE PWR CORP Utilities 100.0 $1K $10.03 -7.1%
454 NWFL NORWOOD FINANCIAL CORP Financial Services 31.0 $997.0 $32.16 +5.7%
455 TBPH THERAVANCE BIOPHARMA INC Healthcare 57.0 $969.0 $17.00 -0.1%
456 RGR STURM RUGER & CO INC Industrials 24.0 $904.0 $37.67 +1.4%
457 OXY OCCIDENTAL PETE CORP Energy 18.0 $876.0 $48.67 +26.6%
458 DB DEUTSCHE BK AG Financial Services 25.0 $844.0 $33.76 +11.6%
459 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 32.0 $831.0 -39.0 -54.9% $25.97 +30.9%
460 IAU ISHARES GOLD TR Financial Services 11.0 $831.0 NEW $75.55 +14.2%
Page 23 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 65.1%
Technology 14.4%
Communication Services 4.5%
Energy 4.2%
Industrials 3.4%
Consumer Defensive 2.8%
Consumer Cyclical 1.9%
Healthcare 1.8%
Utilities 1.2%
Basic Materials 0.4%