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Portfolio (Quarterly) Guide ↗

Pacific Sage Partners, LLC

· CIK 0001936845
13F Portfolio $705M AUM 127 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 44 Added 45 Reduced 9 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM SALESFORCE INC Technology 1,875.0 $294K 0.04% +114.0 +6.5% $156.68 +33.5%
42 TMUS T-MOBILE US INC Communication Services 1,702.0 $285K 0.04% +55.0 +3.3% $167.73 +9.1%
43 SRE SEMPRA Utilities 2,907.0 $270K 0.04% +34.0 +1.2% $92.71 -10.6%
44 VOO VANGUARD INDEX FDS 381.0 $262K 0.04% +5.0 +1.3% $686.81 +2.5%
Page 3 of 3  ·  44 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 53.2%
Financial Services 18.1%
Consumer Cyclical 11.3%
Industrials 4.1%
Consumer Defensive 4.1%
Communication Services 3.6%
Healthcare 3.4%
Energy 1.6%
Basic Materials 0.3%
Utilities 0.3%