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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 2 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RWJ INVESCO EXCH TRADED FD TR II 37,331.0 $2.2M 0.92% -4K -10.3% $59.50 +3.1%
22 PKW INVESCO EXCHANGE TRADED FD T 15,211.0 $2.2M 0.89% -590.0 -3.7% $141.66 +8.4%
23 REZ ISHARES TR 22,710.0 $2.2M 0.89% $94.69 -1.5%
24 MSFT MICROSOFT CORP Technology 5,716.0 $2.1M 0.88% +229.0 +4.2% $373.04 +34.0%
25 VYM VANGUARD WHITEHALL FDS 13,470.0 $2.1M 0.88% -70.0 -0.5% $158.03 +3.9%
26 AMZN AMAZON COM INC Consumer Cyclical 8,535.0 $2.0M 0.84% +48.0 +0.6% $238.34 +8.5%
27 PSCT INVESCO EXCH TRADED FD TR II 21,911.0 $2.0M 0.83% $92.41 -15.3%
28 FCOM FIDELITY COVINGTON TRUST 28,984.0 $2.0M 0.83% +3K +11.2% $69.48 +2.7%
29 QTEC FIRST TR EXCHANGE-TRADED FD 5,927.0 $2.0M 0.82% $334.69 -6.7%
30 PNQI INVESCO EXCHANGE TRADED FD T 43,280.0 $2.0M 0.81% -5K -10.2% $45.58 +14.4%
31 VB VANGUARD INDEX FDS 6,474.0 $2.0M 0.81% $303.12 -1.0%
32 ITA ISHARES TR 7,980.0 $1.9M 0.80% +70.0 +0.9% $242.42 -6.9%
33 RSPM INVESCO EXCHANGE TRADED FD T 48,525.0 $1.9M 0.77% -2K -3.0% $38.64 +4.6%
34 META META PLATFORMS INC Communication Services 3,324.0 $1.9M 0.77% +127.0 +4.0% $563.35 +9.5%
35 FBT FIRST TR EXCHANGE-TRADED FD 7,443.0 $1.8M 0.76% $247.89 +9.3%
36 FXO FIRST TR EXCHANGE-TRADED FD 29,330.0 $1.8M 0.76% -3K -8.4% $62.46 +6.5%
37 IWS ISHARES TR 10,732.0 $1.8M 0.73% -145.0 -1.3% $164.60 +3.5%
38 VOE VANGUARD INDEX FDS 8,835.0 $1.7M 0.72% $197.60 +5.5%
39 XLRE SELECT SECTOR SPDR TR 38,269.0 $1.7M 0.69% +1K +2.7% $44.03 -0.2%
40 DLR DIGITAL RLTY TR INC Real Estate 9,216.0 $1.7M 0.68% +826.0 +9.8% $179.57 +4.9%
Page 2 of 11  ·  219 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%