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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 2,930.0 $981K 0.55% $334.82 -23.2%
42 NOW SERVICENOW INC Technology 9,347.0 $928K 0.52% -2K -15.9% $99.28 +45.8%
43 ISRG INTUITIVE SURGICAL INC Healthcare 2,121.0 $843K 0.47% $397.68 -6.3%
44 GM GENERAL MTRS CO Consumer Cyclical 10,654.0 $821K 0.46% $77.08 +11.9%
45 MA MASTERCARD INCORPORATED Financial Services 1,584.0 $814K 0.45% $513.60 +15.9%
46 CRM SALESFORCE INC Technology 5,172.0 $810K 0.45% -482.0 -8.5% $156.66 +63.4%
47 ALL ALLSTATE CORP Financial Services 3,383.0 $805K 0.45% $237.94 +9.5%
48 EOI EATON VANCE ENHANCED EQUITY Financial Services 39,312.0 $773K 0.43% -253.0 -0.6% $19.66 +2.8%
49 ABBV ABBVIE INC Healthcare 3,035.0 $764K 0.43% -1K -30.7% $251.64 +1.5%
50 XAR SPDR SERIES TRUST 2,590.0 $735K 0.41% -200.0 -7.2% $283.78 -7.7%
51 AZN ASTRAZENECA PLC Healthcare 3,813.0 $723K 0.40% -939.0 -19.8% $189.62 -14.2%
52 VLUE ISHARES TR 3,611.0 $722K 0.40% $199.81 +0.7%
53 XSD SPDR SERIES TRUST 1,145.0 $714K 0.40% $623.70 -22.7%
54 IJK ISHARES TR 5,836.0 $686K 0.38% -326.0 -5.3% $117.51 -3.2%
55 MS MORGAN STANLEY Financial Services 3,239.0 $677K 0.38% $209.04 +2.7%
56 PG PROCTER & GAMBLE CO Consumer Defensive 4,537.0 $665K 0.37% $146.64 -2.0%
57 UNP UNION PAC CORP Industrials 2,182.0 $594K 0.33% -635.0 -22.5% $272.00 +13.0%
58 HONEYWELL INTL INC 2,645.0 $592K 0.33% NEW $223.90
59 IHI ISHARES TR 11,962.0 $591K 0.33% $49.41 +11.7%
60 HONEYWELL AEROSPACE INC 2,645.0 $585K 0.33% NEW $221.08
Page 3 of 6  ·  118 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%