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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAL DELTA AIR LINES INC Industrials 2,258.0 $211K 0.03% NEW $93.66 -12.0%
122 MPC MARATHON PETE CORP Energy 822.0 $210K 0.03% NEW $255.67 +41.1%
123 EMR EMERSON ELEC CO Industrials 1,448.0 $207K 0.03% NEW $143.15 +9.8%
124 WFC WELLS FARGO & CO Financial Services 2,507.0 $207K 0.03% -982.0 -28.1% $82.66 +1.4%
125 CVS CVS HEALTH CORP Healthcare 1,951.0 $202K 0.03% NEW $103.45 -10.1%
126 LUMN LUMEN TECHNOLOGIES INC Communication Services 14,849.0 $114K 0.02% -2K -11.5% $7.68 -22.7%
127 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 17,345.0 $84K 0.01% $4.84 +17.4%
Page 7 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%