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Portfolio (Quarterly) Guide ↗

GUERRA PAN ADVISORS, LLC

· CIK 0001910386
13F Portfolio $179M AUM 118 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 7 Added 52 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 4,696.0 $583K 0.33% +4K +300.0% $124.17 -1.1%
2 LLY ELI LILLY & CO Healthcare 377.0 $452K 0.25% +3.0 +0.8% $1199.43 -2.2%
3 FBND FIDELITY MERRIMACK STR TR 9,119.0 $415K 0.23% +52.0 +0.6% $45.49 -1.6%
4 IEFA ISHARES TR 3,368.0 $325K 0.18% +46.0 +1.4% $96.58 +4.0%
5 SHOP SHOPIFY INC Technology 1,982.0 $226K 0.13% +250.0 +14.4% $114.18 +33.9%
6 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,125.0 $201K 0.11% +1K +1306.2% $178.24 +15.4%
7 CAL CALERES INC Consumer Cyclical 14,661.0 $181K 0.10% +4K +37.4% $12.37 +0.9%

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 55.5%
Industrials 14.9%
Financial Services 10.6%
Communication Services 8.3%
Healthcare 6.2%
Consumer Cyclical 3.4%
Consumer Defensive 0.8%
Utilities 0.3%