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Portfolio (Quarterly) Guide ↗

GUERRA PAN ADVISORS, LLC

· CIK 0001910386
13F Portfolio $169M AUM 113 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 1,584.0 $904K 0.54% NEW $570.88 -13.6%
42 XBI SPDR SERIES TRUST 7,314.0 $892K 0.53% NEW $121.93 +9.4%
43 GM GENERAL MTRS CO Consumer Cyclical 10,781.0 $877K 0.52% NEW $81.32 -1.9%
44 ASTRAZENECA PLC 9,509.0 $874K 0.52% NEW $91.93
45 IJT ISHARES TR 5,986.0 $845K 0.50% NEW $141.16 +16.9%
46 EOI EATON VANCE ENHANCED EQUITY Financial Services 39,565.0 $813K 0.48% NEW $20.56 -3.6%
47 XPO XPO INC Industrials 5,911.0 $803K 0.48% NEW $135.91 +55.1%
48 LRCX LAM RESEARCH CORP Technology 4,520.0 $774K 0.46% NEW $171.18 +88.5%
49 IHI ISHARES TR 11,962.0 $743K 0.44% NEW $62.15 -19.0%
50 ALL ALLSTATE CORP Financial Services 3,426.0 $713K 0.42% NEW $208.15 +2.2%
51 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,633.0 $679K 0.40% NEW $146.58 -11.6%
52 XAR SPDR SERIES TRUST 2,763.0 $667K 0.40% NEW $241.23 +14.6%
53 UNP UNION PAC CORP Industrials 2,817.0 $652K 0.39% NEW $231.32 +17.2%
54 DOV DOVER CORP Industrials 3,320.0 $648K 0.39% NEW $195.24 +10.3%
55 NEE NEXTERA ENERGY INC Utilities 8,049.0 $646K 0.38% NEW $80.28 +9.2%
56 IJK ISHARES TR 6,609.0 $640K 0.38% NEW $96.88 +17.8%
57 PG PROCTER AND GAMBLE CO Consumer Defensive 4,437.0 $636K 0.38% NEW $143.31 -0.2%
58 AMD ADVANCED MICRO DEVICES INC Technology 2,804.0 $601K 0.36% NEW $214.16 +135.3%
59 ON ON SEMICONDUCTOR CORP Technology 10,757.0 $582K 0.35% NEW $54.15 +134.5%
60 MS MORGAN STANLEY Financial Services 3,239.0 $575K 0.34% NEW $177.53 +13.6%
Page 3 of 6  ·  113 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 50.0%
Communication Services 14.0%
Industrials 13.6%
Financial Services 10.9%
Healthcare 5.9%
Consumer Cyclical 4.1%
Consumer Defensive 0.9%
Utilities 0.5%