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Portfolio (Quarterly) Guide ↗

WESPAC Advisors SoCal, LLC

· CIK 0001668188
13F Portfolio $496M AUM 110 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EME EMCOR GROUP INC Industrials 13,777.0 $8.4M 1.70% NEW $611.79 +40.9%
22 GRID FIRST TR EXCHANGE TRADED FD 52,588.0 $8.0M 1.62% NEW $153.02 +28.3%
23 JMBS JANUS DETROIT STR TR 167,118.0 $7.6M 1.54% NEW $45.69 -1.3%
24 TMUS T-MOBILE US INC Communication Services 35,847.0 $7.3M 1.47% NEW $203.04 -5.6%
25 CEG CONSTELLATION ENERGY CORP Utilities 20,389.0 $7.2M 1.45% NEW $353.28 -13.6%
26 GD GENERAL DYNAMICS CORP Industrials 21,247.0 $7.2M 1.44% NEW $336.66 +2.3%
27 IGLB ISHARES TR 141,056.0 $7.1M 1.44% NEW $50.45 -1.5%
28 XLE SELECT SECTOR SPDR TR 149,753.0 $6.7M 1.35% NEW $44.71 +30.8%
29 ETN EATON CORP PLC Industrials 19,825.0 $6.3M 1.27% NEW $318.51 +27.4%
30 KO COCA COLA CO Consumer Defensive 89,720.0 $6.3M 1.26% NEW $69.91 +15.2%
31 JAAA JANUS DETROIT STR TR 123,632.0 $6.3M 1.26% NEW $50.58 +0.3%
32 CIBR FIRST TR EXCHANGE TRADED FD 86,506.0 $6.2M 1.25% NEW $71.45 +18.5%
33 ORCL ORACLE CORP Technology 31,382.0 $6.1M 1.23% NEW $194.91 -1.8%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 42,331.0 $6.1M 1.22% NEW $143.31 +0.3%
35 GS GOLDMAN SACHS GROUP INC Financial Services 6,587.0 $5.8M 1.17% NEW $879.05 +12.4%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 29,850.0 $5.3M 1.07% NEW $177.75 -22.9%
37 V VISA INC Financial Services 12,010.0 $4.2M 0.85% NEW $350.70 -6.8%
38 GEV GE VERNOVA INC Utilities 6,224.0 $4.1M 0.82% NEW $653.57 +63.9%
39 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 13,332.0 $4.1M 0.82% NEW $303.88 +35.2%
40 NFLX NETFLIX INC Communication Services 38,429.0 $3.6M 0.73% NEW $93.76 -6.1%
Page 2 of 6  ·  110 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 37.0%
Communication Services 14.3%
Financial Services 11.3%
Consumer Defensive 11.0%
Industrials 10.9%
Consumer Cyclical 5.7%
Utilities 4.8%
Real Estate 3.7%
Healthcare 1.1%
Energy 0.1%