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Portfolio (Quarterly) Guide ↗

GUERRA PAN ADVISORS, LLC

· CIK 0001910386
13F Portfolio $162M AUM 121 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 17 Added 33 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 9,509 $874K 0.52% SOLD
2 ORCL ORACLE CORP Technology 1,342 $262K 0.15% SOLD
3 WDAY WORKDAY INC Technology 1,076 $231K 0.14% SOLD
4 META META PLATFORMS INC Communication Services 319 $211K 0.12% SOLD
Sector Allocation
Technology 47.5%
Industrials 15.7%
Communication Services 13.6%
Financial Services 10.6%
Healthcare 6.9%
Consumer Cyclical 4.0%
Consumer Defensive 1.0%
Utilities 0.7%
Energy 0.2%