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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
Page 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AZN ASTRAZENECA PLC Healthcare 4,752.0 $937K 0.58% NEW $197.22 -5.2%
42 XBI SPDR SERIES TRUST 7,257.0 $927K 0.57% -57.0 -0.8% $127.73 +3.1%
43 IJT ISHARES TR 5,814.0 $841K 0.52% -172.0 -2.9% $144.71 +11.9%
44 GM GENERAL MTRS CO Consumer Cyclical 10,654.0 $794K 0.49% -127.0 -1.2% $74.50 +5.8%
45 MA MASTERCARD INCORPORATED Financial Services 1,584.0 $791K 0.49% $499.66 -0.2%
46 GLW CORNING INC Technology 5,614.0 $763K 0.47% +36.0 +0.7% $135.97 +42.7%
47 NEE NEXTERA ENERGY INC Utilities 8,049.0 $748K 0.46% $92.88 -4.7%
48 EOI EATON VANCE ENHANCED EQUITY Financial Services 39,565.0 $743K 0.46% $18.78 +5.2%
49 VRT VERTIV HOLDINGS CO Industrials 2,930.0 $734K 0.45% $250.58 +30.7%
50 XAR SPDR SERIES TRUST 2,790.0 $709K 0.44% +27.0 +1.0% $253.97 +6.8%
51 ALL ALLSTATE CORP Financial Services 3,383.0 $701K 0.43% -43.0 -1.3% $207.34 +4.5%
52 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,859.0 $694K 0.43% -54.0 -1.1% $142.85 -6.5%
53 DOV DOVER CORP Industrials 3,320.0 $692K 0.43% $208.45 +0.7%
54 UNP UNION PAC CORP Industrials 2,817.0 $683K 0.42% $242.62 +9.6%
55 ZS ZSCALER INC Technology 4,837.0 $679K 0.42% -162.0 -3.2% $140.29 +30.0%
56 ON ON SEMICONDUCTOR CORP Technology 10,757.0 $666K 0.41% $61.92 +87.7%
57 PG PROCTER & GAMBLE CO Consumer Defensive 4,557.0 $658K 0.41% +120.0 +2.7% $144.44 +0.0%
58 IHI ISHARES TR 11,962.0 $638K 0.40% $53.35 -5.2%
59 IJK ISHARES TR 6,162.0 $620K 0.38% -447.0 -6.8% $100.62 +11.1%
60 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,613.0 $579K 0.36% $125.46 +3.6%
Page 3 of 7  ·  121 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 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%