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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
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EZU ISHARES INC 6,895.0 $479K 0.27% -279.0 -3.9% $69.50 +1.9%
42 RTX RTX CORPORATION Industrials 2,334.0 $443K 0.25% -525.0 -18.4% $189.73 +11.6%
43 QUAL ISHARES TR 1,993.0 $437K 0.24% -210.0 -9.5% $219.43 +1.9%
44 JNJ JOHNSON & JOHNSON Healthcare 1,712.0 $435K 0.24% -64.0 -3.6% $253.97 +5.5%
45 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,518.0 $434K 0.24% -95.0 -2.1% $95.98 +23.9%
46 NEE NEXTERA ENERGY INC Utilities 4,617.0 $405K 0.23% -3K -42.6% $87.77 -6.8%
47 SYK STRYKER CORPORATION Healthcare 1,004.0 $316K 0.18% -69.0 -6.4% $314.84 +5.0%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 327.0 $306K 0.17% -151.0 -31.6% $935.47 +1.1%
49 BAC BANK OF AMER CORP Financial Services 5,329.0 $304K 0.17% -142.0 -2.6% $56.98 +9.4%
50 J P MORGAN EXCHANGE TRADED F 5,776.0 $292K 0.16% -1K -14.8% $50.57
51 NYT NEW YORK TIMES CO MTN BE Communication Services 4,103.0 $287K 0.16% -3K -38.1% $69.98 -2.6%
52 ITA ISHARES TR 1,030.0 $250K 0.14% -154.0 -13.0% $242.42 -4.0%
Page 3 of 3  ·  52 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 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%