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Portfolio (Quarterly) Guide ↗

Pacific Sage Partners, LLC

· CIK 0001936845
13F Portfolio $598M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 115 New
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 16,732.0 $561K 0.09% NEW $33.55 +253.2%
62 SPY SPDR S&P 500 ETF TR Financial Services 833.0 $555K 0.09% NEW $666.18 +11.5%
63 DIS DISNEY WALT CO Communication Services 4,809.0 $551K 0.09% NEW $114.50 -9.5%
64 VTV VANGUARD INDEX FDS 2,921.0 $545K 0.09% NEW $186.51 +12.1%
65 ABT ABBOTT LABS Healthcare 3,503.0 $469K 0.08% NEW $133.94 -34.5%
66 MCD MCDONALDS CORP Consumer Cyclical 1,512.0 $459K 0.08% NEW $303.89 -6.5%
67 VUG VANGUARD INDEX FDS 923.0 $443K 0.07% NEW $479.61 -81.8%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 9,785.0 $430K 0.07% NEW $43.95 +8.8%
69 CRM SALESFORCE INC Technology 1,802.0 $427K 0.07% NEW $237.02 -25.6%
70 VO VANGUARD INDEX FDS 1,451.0 $426K 0.07% NEW $293.74 -73.6%
71 HON HONEYWELL INTL INC Industrials 1,981.0 $417K 0.07% NEW $210.53 +6.3%
72 VB VANGUARD INDEX FDS 1,629.0 $414K 0.07% NEW $254.28 +12.7%
73 PI IMPINJ INC Technology 2,199.0 $397K 0.07% NEW $180.75 -24.1%
74 TMUS T-MOBILE US INC Communication Services 1,638.0 $392K 0.07% NEW $239.38 -20.6%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 1,361.0 $384K 0.06% NEW $282.16 -10.3%
76 NEM NEWMONT CORP Basic Materials 4,421.0 $373K 0.06% NEW $84.31 +28.5%
77 TMO THERMO FISHER SCIENTIFIC INC Healthcare 759.0 $368K 0.06% NEW $485.02 -6.9%
78 GE GE AEROSPACE Industrials 1,217.0 $366K 0.06% NEW $300.82 +0.3%
79 IVE ISHARES TR 1,764.0 $364K 0.06% NEW $206.51 +9.5%
80 B BARRICK MNG CORP Basic Materials 10,914.0 $358K 0.06% NEW $32.77 +25.9%
Page 4 of 6  ·  115 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
Technology 57.8%
Financial Services 15.7%
Consumer Cyclical 10.5%
Communication Services 4.9%
Consumer Defensive 3.8%
Industrials 3.3%
Healthcare 2.5%
Energy 1.0%
Basic Materials 0.3%
Utilities 0.1%