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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 374.0 $344K 0.21% $919.77 +15.8%
82 J P MORGAN EXCHANGE TRADED F 6,776.0 $343K 0.21% -500.0 -6.9% $50.61
83 BN BROOKFIELD CORP Financial Services 8,370.0 $339K 0.21% $40.47 +12.1%
84 BKNG BOOKING HOLDINGS INC Consumer Cyclical 80.0 $337K 0.21% $4210.32 -96.2%
85 HUBS HUBSPOT INC Technology 1,373.0 $335K 0.21% -19.0 -1.4% $244.10 -17.3%
86 SUSA ISHARES TR 2,525.0 $334K 0.21% $132.10 +14.7%
87 KNSL KINSALE CAP GROUP INC Financial Services 971.0 $332K 0.20% $341.66 -9.2%
88 GS GOLDMAN SACHS GROUP INC Financial Services 360.0 $305K 0.19% +110.0 +44.0% $845.99 +17.8%
89 IMTM ISHARES TR 6,287.0 $302K 0.19% $48.02 +9.9%
90 IEFA ISHARES TR 3,322.0 $301K 0.19% +241.0 +7.8% $90.53 +7.4%
91 EA ELECTRONIC ARTS INC Communication Services 1,450.0 $296K 0.18% $203.87 -1.4%
92 CI THE CIGNA GROUP Healthcare 1,074.0 $286K 0.18% -316.0 -22.7% $266.75 +7.3%
93 FVD FIRST TR EXCHANGE-TRADED FD 5,978.0 $281K 0.17% -1K -16.1% $47.03 +1.9%
94 ACN ACCENTURE PLC IRELAND Technology 1,365.0 $271K 0.17% $198.29 -9.6%
95 ISTB ISHARES TR 5,579.0 $270K 0.17% NEW $48.46 -0.6%
96 BAC BANK AMERICA CORP Financial Services 5,471.0 $267K 0.17% -154.0 -2.7% $48.75 +6.3%
97 ITA ISHARES TR 1,184.0 $259K 0.16% $218.75 +3.0%
98 EUFN ISHARES TR 7,352.0 $256K 0.16% $34.85 +9.5%
99 AME AMETEK INC Industrials 1,192.0 $256K 0.16% $214.36 +4.7%
100 VTI VANGUARD INDEX FDS 785.0 $252K 0.16% $320.81 +14.3%
Page 5 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%