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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 12,980.0 $740K 0.10% +2K +13.1% $56.98 +8.3%
62 AFRM AFFIRM HLDGS INC Technology 8,870.0 $723K 0.10% -5K -36.6% $81.55 -5.5%
63 EFA ISHARES TR 6,754.0 $702K 0.10% $103.88 +4.2%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 937.0 $700K 0.10% $746.57 +2.6%
65 TT TRANE TECHNOLOGIES PLC Industrials 1,345.0 $661K 0.09% $491.16 -7.7%
66 SCHA SCHWAB STRATEGIC TR 18,255.0 $660K 0.09% -2K -10.7% $36.13 -3.6%
67 PG PROCTER & GAMBLE CO Consumer Defensive 3,754.0 $550K 0.08% -198.0 -5.0% $146.62 -1.3%
68 VB VANGUARD INDEX FDS 1,694.0 $513K 0.07% +65.0 +4.0% $303.12 +0.5%
69 AVGO BROADCOM INC Technology 1,357.0 $513K 0.07% -52.0 -3.7% $377.75 -2.5%
70 GLW CORNING INC Technology 1,972.0 $504K 0.07% NEW $255.38 -41.3%
71 VUG VANGUARD INDEX FDS 5,694.0 $490K 0.07% +5K +516.9% $86.14 +1.6%
72 KEEL KEEL INFRASTRUCTURE CORP Technology 84,940.0 $488K 0.07% NEW $5.74 -42.2%
73 JPM JPMORGAN CHASE & CO Financial Services 1,464.0 $479K 0.07% +341.0 +30.4% $327.39 +7.4%
74 VO VANGUARD INDEX FDS 5,751.0 $463K 0.07% +4K +278.9% $80.57 +3.0%
75 OKE ONEOK INC NEW Energy 5,275.0 $459K 0.07% +2K +85.7% $86.94 +7.4%
76 T AT&T INC Communication Services 21,821.0 $452K 0.06% +465.0 +2.2% $20.70 +22.3%
77 MU MICRON TECHNOLOGY INC Technology 389.0 $449K 0.06% NEW $1154.29 -16.2%
78 IJR ISHARES TR 2,957.0 $439K 0.06% $148.31 -0.7%
79 DIS DISNEY WALT CO Communication Services 4,477.0 $431K 0.06% -513.0 -10.3% $96.25 +12.0%
80 UAL UNITED AIRLS HLDGS INC Industrials 3,066.0 $417K 0.06% $135.99 -16.8%
Page 4 of 7  ·  127 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%