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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPSM SPDR SERIES TRUST 8,992.0 $519K 0.21% -3K -26.9% $57.67 -2.0%
62 VOT VANGUARD INDEX FDS 1,500.0 $459K 0.19% -90.0 -5.7% $306.30 -2.0%
63 FSTA FIDELITY COVINGTON TRUST 8,487.0 $446K 0.18% -570.0 -6.3% $52.54 +1.3%
64 PYZ INVESCO EXCHANGE TRADED FD T 3,540.0 $445K 0.18% -20.0 -0.6% $125.84 -0.5%
65 NUSC NUSHARES ETF TR 8,505.0 $443K 0.18% -50.0 -0.6% $52.12 -1.5%
66 XLY SELECT SECTOR SPDR TR 3,690.0 $433K 0.18% -800.0 -17.8% $117.28 -2.0%
67 FXH FIRST TR EXCHANGE-TRADED FD 3,215.0 $394K 0.16% -265.0 -7.6% $122.40 +9.0%
68 SCHB SCHWAB STRATEGIC TR 13,440.0 $389K 0.16% -80.0 -0.6% $28.96 +2.7%
69 DVY ISHARES TR 2,477.0 $387K 0.16% -15.0 -0.6% $156.30 +5.1%
70 DES WISDOMTREE TR 8,820.0 $359K 0.15% -100.0 -1.1% $40.68 -0.7%
71 PSL INVESCO EXCHANGE TRADED FD T 3,173.0 $355K 0.15% -100.0 -3.1% $112.00 +1.7%
72 XLP SELECT SECTOR SPDR TR 4,250.0 $353K 0.15% -900.0 -17.5% $83.07 +1.8%
73 PBE INVESCO EXCHANGE TRADED FD T 3,662.0 $328K 0.14% -1K -23.8% $89.65 +9.1%
74 DIS DISNEY WALT CO Communication Services 3,202.0 $310K 0.13% -75.0 -2.3% $96.86 +8.7%
75 HD HOME DEPOT INC Consumer Cyclical 864.0 $305K 0.13% -10.0 -1.1% $352.68 -9.0%
76 RSP INVESCO EXCHANGE TRADED FD T 1,355.0 $288K 0.12% -300.0 -18.1% $212.77 +2.9%
77 UNP UNION PAC CORP Industrials 1,040.0 $283K 0.12% -20.0 -1.9% $272.00 +6.5%
78 IWY ISHARES TR 927.0 $269K 0.11% -124.0 -11.8% $290.62 -0.5%
79 PSR INVESCO ACTIVELY MANAGED EXC 2,400.0 $246K 0.10% -25.0 -1.0% $102.57 -0.5%
80 ARKK ARK ETF TR 2,955.0 $239K 0.10% -60.0 -2.0% $80.82 +6.7%
Page 4 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%