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Portfolio (Quarterly) Guide ↗

Pacific Sun Financial Corp

· CIK 0000947517
13F Portfolio $206M AUM 201 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 81 Added 42 Reduced 9 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 317.0 $207K 0.10% -15.0 -4.5% $652.19 +15.6%
42 ARKK ARK ETF TR 3,015.0 $204K 0.10% -220.0 -6.8% $67.59 +18.5%
Page 3 of 3  ·  42 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 35.6%
Consumer Cyclical 13.3%
Financial Services 13.0%
Real Estate 12.6%
Communication Services 9.1%
Consumer Defensive 5.8%
Industrials 4.9%
Healthcare 3.3%
Energy 1.4%
Utilities 0.9%