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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 24 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SLVM SYLVAMO CORP Basic Materials 20.0 $756.0 $37.80 -2.7%
462 SIRI SIRIUSXM HOLDINGS INC Communication Services 25.0 $739.0 NEW $29.56 -2.9%
463 APARTMENT INVT & MGMT CO 247.0 $734.0 $2.97
464 ALLY ALLY FINL INC Financial Services 15.0 $705.0 NEW $47.00 -8.7%
465 GM GENERAL MTRS CO Consumer Cyclical 9.0 $694.0 $77.11 +14.0%
466 CALY CALLAWAY GOLF CO Consumer Cyclical 35.0 $658.0 $18.80 -15.5%
467 JBT MAREL CORPORATION 4.0 $580.0 $145.00
468 AI C3 AI INC Technology 62.0 $564.0 $9.10 +13.2%
469 ADEA ADEIA INC Technology 17.0 $560.0 $32.94 -20.3%
470 FTV FORTIVE CORP Technology 9.0 $550.0 $61.11 -1.7%
471 REA RARE EARTHS AMERICAS INC 35.0 $535.0 NEW $15.29 -4.9%
472 VLTO VERALTO CORP Industrials 6.0 $533.0 $88.83 +11.2%
473 DEFI TECHNOLOGIES INC 1,000.0 $515.0 NEW $0.52
474 TMUS T-MOBILE US INC Communication Services 3.0 $504.0 $168.00 +9.0%
475 GRAB GRAB HOLDINGS LIMITED Technology 115.0 $434.0 NEW $3.77 -7.8%
476 CHTR CHARTER COMMUNICATIONS INC Communication Services 3.0 $427.0 $142.33 +5.5%
477 HIMS HIMS & HERS HEALTH INC Healthcare 11.0 $382.0 $34.73 -2.7%
478 BHF BRIGHTHOUSE FINL INC Financial Services 6.0 $380.0 $63.33 -17.5%
479 BLOCK INC 5.0 $380.0 $76.00
480 STAG STAG INDUSTRIAL INC Real Estate 9.0 $343.0 $38.11 -3.8%
Page 24 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%