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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 6 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HONEYWELL INTL INC 894.0 $200K 0.04% NEW $223.78
102 VB VANGUARD INDEX FDS 658.0 $199K 0.04% +100.0 +17.9% $303.05 +0.6%
103 HACK AMPLIFY ETF TR 1,898.0 $199K 0.04% $104.91 +6.2%
104 HONEYWELL AEROSPACE INC 892.0 $197K 0.04% NEW $221.08
105 BANF BANCFIRST CORP Financial Services 1,750.0 $194K 0.04% $111.13 +1.6%
106 HD HOME DEPOT INC Consumer Cyclical 521.0 $184K 0.04% -67.0 -11.4% $352.68 -4.8%
107 VPU VANGUARD WORLD FD 918.0 $180K 0.04% $195.73 -5.5%
108 VOE VANGUARD INDEX FDS 879.0 $174K 0.04% -302.0 -25.6% $197.60 +5.6%
109 CPRT COPART INC Industrials 6,053.0 $171K 0.04% -2K -21.7% $28.19 +19.9%
110 MO ALTRIA GROUP INC Consumer Defensive 2,352.0 $169K 0.04% +750.0 +46.8% $71.95 -8.1%
111 EMR EMERSON ELEC CO Industrials 1,158.0 $166K 0.04% +250.0 +27.5% $143.15 +9.9%
112 MCK MCKESSON CORP Healthcare 219.0 $165K 0.04% $755.60 +13.7%
113 DFUV DIMENSIONAL ETF TRUST 3,001.0 $165K 0.04% +159.0 +5.6% $55.01 +4.4%
114 ITOT ISHARES TR 985.0 $162K 0.04% $164.27 +2.3%
115 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,757.0 $159K 0.04% $57.62 +16.3%
116 ACWV ISHARES INC 1,287.0 $155K 0.04% +25.0 +2.0% $120.24 +5.8%
117 AMD ADVANCED MICRO DEVICES INC Technology 261.0 $152K 0.03% +3.0 +1.2% $580.91 -18.5%
118 ORCL ORACLE CORP Technology 1,025.0 $150K 0.03% -166.0 -13.9% $146.55 -0.1%
119 XLU SELECT SECTOR SPDR TR 3,292.0 $149K 0.03% +2K +112.1% $45.35 -5.7%
120 MINT PIMCO ETF TR 1,430.0 $144K 0.03% $100.84 -0.1%
Page 6 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%