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Portfolio (Quarterly) Guide ↗

Pacific Sun Financial Corp

· CIK 0000947517
13F Portfolio $242M AUM 219 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 54 Added 83 Reduced 3 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HDV ISHARES TR 19,545.0 $536K 0.22% +16K +400.0% $27.41 +7.3%
42 CVX CHEVRON CORPORATION Energy 3,207.0 $532K 0.22% +165.0 +5.4% $165.76 +25.8%
43 OKLO OKLO INC Utilities 9,474.0 $496K 0.20% +2K +19.7% $52.33 -21.1%
44 XMVM INVESCO EXCHANGE TRADED FD T 6,683.0 $474K 0.20% +160.0 +2.5% $70.92 +6.9%
45 IYK ISHARES TR 6,506.0 $473K 0.20% +100.0 +1.6% $72.66 +2.5%
46 NFLX NETFLIX INC. Communication Services 6,421.0 $458K 0.19% +140.0 +2.2% $71.40 +9.6%
47 XHB SPDR SERIES TRUST 3,578.0 $413K 0.17% +709.0 +24.7% $115.56 -10.7%
48 COWZ PACER FDS TR 4,860.0 $302K 0.12% +706.0 +17.0% $62.20 +14.6%
49 VOOG VANGUARD ADMIRAL FDS INC 3,390.0 $280K 0.12% +3K +500.0% $82.62 +2.3%
50 NOC NORTHROP GRUMMAN CORP Industrials 492.0 $251K 0.10% +52.0 +11.8% $509.65 +1.0%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 331.0 $248K 0.10% +14.0 +4.4% $748.69 +2.9%
52 USMV ISHARES TR 2,392.0 $231K 0.10% +91.0 +4.0% $96.46 +4.5%
53 ACHR ARCHER AVIATION INC Industrials 32,315.0 $153K 0.06% +450.0 +1.4% $4.73 +20.7%
54 JOBY JOBY AVIATION INC Industrials 15,370.0 $137K 0.06% +200.0 +1.3% $8.92 -24.4%
Page 3 of 3  ·  54 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 37.9%
Financial Services 13.6%
Consumer Cyclical 13.3%
Real Estate 12.8%
Communication Services 5.9%
Consumer Defensive 5.9%
Industrials 4.8%
Healthcare 3.7%
Utilities 1.0%
Energy 1.0%