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Portfolio (Quarterly) Guide ↗

Pacific Excel Wealth Advisors, Inc.

· CIK 0002110884
13F Portfolio $258M AUM 228 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 228 New
Page 10 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ROST ROSS STORES INC Consumer Cyclical 1,176.0 $250K 0.10% NEW $212.85 +8.4%
182 IWD ISHARES TR 1,025.0 $248K 0.10% NEW $242.43 +6.3%
183 FORTINET INC 1,616.0 $248K 0.10% NEW $153.62
184 UNP UNION PAC CORP Industrials 899.0 $245K 0.10% NEW $272.00 +6.5%
185 SPLV INVESCO EXCH TRADED FD TR II 3,249.0 $243K 0.09% NEW $74.91 -0.2%
186 QCOM QUALCOMM INC Technology 1,312.0 $242K 0.09% NEW $184.79 -8.7%
187 COHU COHU INC Technology 3,213.0 $237K 0.09% NEW $73.91 -31.4%
188 CLOA BLACKROCK ETF TRUST II 4,562.0 $237K 0.09% NEW $51.91 -0.1%
189 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,218.0 $235K 0.09% NEW $45.11 +15.3%
190 PNC PNC FINL SVCS GROUP INC Financial Services 950.0 $234K 0.09% NEW $246.22 -0.3%
191 KO COCA COLA CO Consumer Defensive 2,868.0 $233K 0.09% NEW $81.27 +8.4%
192 ANET ARISTA NETWORKS INC Technology 1,367.0 $232K 0.09% NEW $169.88 +14.1%
193 ED CONSOLIDATED EDISON INC Utilities 2,096.0 $232K 0.09% NEW $110.63 -3.0%
194 HWM HOWMET AEROSPACE INC Industrials 862.0 $232K 0.09% NEW $268.86 -3.6%
195 DIOD DIODES INC Technology 2,113.0 $231K 0.09% NEW $109.44 -16.1%
196 BHE BENCHMARK ELECTRS INC Technology 2,323.0 $229K 0.09% NEW $98.67 -26.4%
197 VGT VANGUARD WORLD FD 1,912.0 $229K 0.09% NEW $119.52 +1.5%
198 CSX CSX CORP Industrials 4,799.0 $228K 0.09% NEW $47.53 +4.0%
199 AMGN AMGEN INC Healthcare 629.0 $228K 0.09% NEW $362.12 +20.7%
200 CDNS CADENCE DESIGN SYSTEM INC Technology 604.0 $227K 0.09% NEW $375.32 -22.0%
Page 10 of 12  ·  228 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 36.6%
Financial Services 19.7%
Consumer Cyclical 12.0%
Industrials 9.1%
Healthcare 8.8%
Communication Services 4.6%
Consumer Defensive 4.5%
Energy 2.5%
Utilities 0.9%
Basic Materials 0.8%