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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 25 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KD KYNDRYL HLDGS INC Technology 29.0 $328.0 +13.0 +81.2% $11.31 +8.8%
482 ROG ROGERS CORP Technology 2.0 $328.0 $164.00 -22.8%
483 DKNG DRAFTKINGS INC NEW Consumer Cyclical 12.0 $304.0 $25.33 -1.2%
484 AEGON LTD 36.0 $304.0 $8.44
485 OGN ORGANON & CO Healthcare 22.0 $298.0 $13.55 +1.4%
486 WAB WABTEC Industrials 1.0 $270.0 $270.00 +8.3%
487 RALLIANT CORP 3.0 $221.0 $73.67
488 TDC TERADATA CORP DEL Technology 6.0 $208.0 $34.67 -20.5%
489 REXR REXFORD INDL RLTY INC Real Estate 6.0 $201.0 $33.50 +10.6%
490 COLB COLUMBIA BKG SYS INC Financial Services 6.0 $193.0 $32.17 -4.1%
491 VTRS VIATRIS INC Healthcare 12.0 $191.0 $15.92 +1.3%
492 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2.0 $154.0 $77.00 -2.9%
493 SVV SAVERS VALUE VLG INC Consumer Cyclical 15.0 $152.0 $10.13 +3.3%
494 NATL NCR ATLEOS CORPORATION Technology 3.0 $131.0 $43.67 +7.2%
495 VNT VONTIER CORPORATION Technology 3.0 $87.0 $29.00 +13.1%
496 VYX NCR VOYIX CORPORATION Technology 6.0 $50.0 $8.33 -8.2%
497 XPERI INC 6.0 $50.0 $8.33
498 VCIT VANGUARD SCOTTSDALE FDS $31.0 NEW
499 REEDS INC 16.0 $21.0 NEW $1.31
500 MATIV HOLDINGS INC 2.0 $16.0 NEW $8.00
Page 25 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%