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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 1,158.0 $291K 0.04% -54.0 -4.5% $251.63 +5.3%
102 FDX FEDEX CORP Industrials 916.0 $287K 0.04% -150.0 -14.1% $313.13 +3.8%
103 TMUS T-MOBILE US INC Communication Services 1,702.0 $285K 0.04% +55.0 +3.3% $167.73 +9.1%
104 SLV ISHARES SILVER TR Financial Services 5,325.0 $285K 0.04% $53.47 +17.3%
105 NEM NEWMONT CORP Basic Materials 3,033.0 $283K 0.04% -1K -28.3% $93.41 +40.9%
106 DELL DELL TECHNOLOGIES INC Technology 650.0 $281K 0.04% NEW $431.69 +2.4%
107 VEU VANGUARD INTL EQUITY INDEX F 3,290.0 $276K 0.04% $83.75 +2.3%
108 VWO VANGUARD INTL EQUITY INDEX F 4,570.0 $273K 0.04% $59.69 +1.3%
109 AMD ADVANCED MICRO DEVICES INC Technology 469.0 $272K 0.04% NEW $580.91 -18.5%
110 SRE SEMPRA Utilities 2,907.0 $270K 0.04% +34.0 +1.2% $92.71 -10.6%
111 PM PHILIP MORRIS INTL INC Consumer Defensive 1,480.0 $268K 0.04% $180.91 +4.0%
112 VOO VANGUARD INDEX FDS 381.0 $262K 0.04% +5.0 +1.3% $686.81 +2.5%
113 OEF ISHARES TR 679.0 $248K 0.04% $365.87 +3.3%
114 TRP TC ENERGY CORP Energy 3,722.0 $247K 0.04% $66.29 -6.4%
115 SHOP SHOPIFY INC Technology 2,130.0 $243K 0.04% $114.18 +30.7%
116 ALL ALLSTATE CORP Financial Services 1,019.0 $242K 0.03% -51.0 -4.8% $237.94 +6.7%
117 GVA GRANITE CONSTR INC Industrials 1,394.0 $220K 0.03% NEW $158.08 -21.7%
118 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,749.0 $216K 0.03% -80.0 -2.1% $57.63 +16.3%
119 EME EMCOR GROUP INC Industrials 256.0 $212K 0.03% NEW $829.89 -6.4%
120 GS GOLDMAN SACHS GROUP INC Financial Services 210.0 $212K 0.03% NEW $1010.27 +2.9%
Page 6 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%