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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 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGV ISHARES TR 9,745.0 $883K 0.36% -230.0 -2.3% $90.60 +15.4%
42 XMMO INVESCO EXCHANGE TRADED FD T 5,113.0 $870K 0.36% -50.0 -1.0% $170.14 -9.3%
43 ARKW ARK ETF TR 5,892.0 $854K 0.35% -470.0 -7.4% $144.86 +9.7%
44 MDYV SPDR SERIES TRUST 8,904.0 $845K 0.35% -80.0 -0.9% $94.85 +0.3%
45 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,135.0 $799K 0.33% -7.0 -0.6% $704.34 -1.8%
46 IJK ISHARES TR 6,762.0 $795K 0.33% -130.0 -1.9% $117.50 -3.4%
47 BBH VANECK ETF TRUST 3,696.0 $751K 0.31% -430.0 -10.4% $203.24 +18.6%
48 SCHA SCHWAB STRATEGIC TR 20,746.0 $750K 0.31% -182.0 -0.9% $36.13 -4.4%
49 RFG INVESCO EXCHANGE TRADED FD T 11,375.0 $734K 0.30% -180.0 -1.6% $64.53 -5.8%
50 VBK VANGUARD INDEX FDS 1,954.0 $715K 0.29% -70.0 -3.5% $365.70 -4.4%
51 CSB VICTORY PORTFOLIOS II 10,635.0 $698K 0.29% -75.0 -0.7% $65.59 +1.5%
52 SMH VANECK ETF TRUST 1,057.0 $693K 0.29% -30.0 -2.8% $655.89 -13.6%
53 PSCH INVESCO EXCH TRADED FD TR II 13,070.0 $684K 0.28% -10K -43.9% $52.37 +3.8%
54 ISCV ISHARES TR 8,719.0 $683K 0.28% -600.0 -6.4% $78.32 +3.0%
55 RZG INVESCO EXCHANGE TRADED FD T 8,720.0 $634K 0.26% -1K -10.7% $72.70 -7.9%
56 UDR UDR INC Real Estate 15,369.0 $614K 0.25% -490.0 -3.1% $39.92 -8.9%
57 AVB AVALONBAY CMNTYS INC Real Estate 3,159.0 $601K 0.25% -80.0 -2.5% $190.33 -3.3%
58 PG PROCTER & GAMBLE CO Consumer Defensive 3,837.0 $563K 0.23% -20.0 -0.5% $146.64 -0.1%
59 IBB ISHARES TR 2,833.0 $539K 0.22% -600.0 -17.5% $190.19 +11.4%
60 FXG FIRST TR EXCHANGE-TRADED FD 8,558.0 $536K 0.22% -2K -16.2% $62.62 +2.3%
Page 3 of 5  ·  83 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%