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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS GOLDMAN SACHS GROUP INC Financial Services 360.0 $364K 0.20% $1011.37 +2.2%
82 BN BROOKFIELD CORP Financial Services 8,370.0 $356K 0.20% $42.59 -3.0%
83 IMTM ISHARES TR 6,287.0 $335K 0.19% $53.33 -0.0%
84 IEFA ISHARES TR 3,368.0 $325K 0.18% +46.0 +1.4% $96.58 +4.0%
85 KNSL KINSALE CAP GROUP INC Financial Services 971.0 $320K 0.18% $329.81 +15.4%
86 KLAC KLA CORP Technology 1,060.0 $320K 0.18% NEW $301.71 -41.8%
87 SYK STRYKER CORPORATION Healthcare 1,004.0 $316K 0.18% -69.0 -6.4% $314.84 +5.0%
88 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 327.0 $306K 0.17% -151.0 -31.6% $935.47 +1.1%
89 BAC BANK OF AMER CORP Financial Services 5,329.0 $304K 0.17% -142.0 -2.6% $56.98 +9.4%
90 SPHQ INVESCO EXCHANGE TRADED FD T 3,316.0 $299K 0.17% $90.11 -4.9%
91 EA ELECTRONIC ARTS INC Communication Services 1,450.0 $297K 0.17% $205.04 +2.3%
92 CI THE CIGNA GROUP Healthcare 1,071.0 $295K 0.17% $275.68 +1.2%
93 J P MORGAN EXCHANGE TRADED F 5,776.0 $292K 0.16% -1K -14.8% $50.57
94 AME AMETEK INC Industrials 1,192.0 $288K 0.16% $241.94 -2.4%
95 FVD FIRST TR EXCHANGE-TRADED FD 5,978.0 $288K 0.16% $48.18 +4.8%
96 NYT NEW YORK TIMES CO MTN BE Communication Services 4,103.0 $287K 0.16% -3K -38.1% $69.98 -2.6%
97 EUFN ISHARES TR 7,352.0 $287K 0.16% $38.99 +8.6%
98 RF REGIONS FINANCIAL CORP NEW Financial Services 9,435.0 $285K 0.16% $30.20 +0.4%
99 ISTB ISHARES TR 5,599.0 $270K 0.15% $48.25 -0.5%
100 FTAI AVIATION LTD 955.0 $258K 0.14% $270.53
Page 5 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%