Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GUERRA PAN ADVISORS, LLC (CIK 1910386) reported $161.7M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($12.1M, 7.47%), AVGO ($9.0M, 5.56%), GOOGL ($8.2M, 5.07%), USMV ($6.4M, 3.97%), GOOG ($6.1M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $12.1M | 7.47% | 69,268 | Trimmed |
| 2 | AVGO | BROADCOM INC | $9.0M | 5.56% | 29,052 | Added |
| 3 | GOOGL | ALPHABET INC | $8.2M | 5.07% | 28,528 | Added |
| 4 | USMV | ISHARES TR | $6.4M | 3.97% | 69,207 | Added |
| 5 | GOOG | ALPHABET INC | $6.1M | 3.79% | 21,384 | Trimmed |
| 6 | SCHA | SCHWAB STRATEGIC TR | $5.8M | 3.56% | 197,876 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $5.4M | 3.32% | 18,273 | Added |
| 8 | XLI | SELECT SECTOR SPDR TR | $4.9M | 3.06% | 30,572 | Trimmed |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | $4.7M | 2.92% | 12,102 | Trimmed |
| 10 | MTUM | ISHARES TR | $4.5M | 2.80% | 18,880 | Trimmed |
| 11 | AAPL | APPLE INC | $4.3M | 2.67% | 17,022 | Added |
| 12 | ASML | ASML HLDG NV | $4.1M | 2.53% | 3,102 | Trimmed |
| 13 | SCHG | SCHWAB STRATEGIC TR | $3.8M | 2.33% | 129,035 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $3.5M | 2.18% | 9,514 | Added |
| 15 | CAT | CATERPILLAR INC | $3.2M | 1.99% | 4,533 | Trimmed |
| 16 | BA | BOEING CO | $3.0M | 1.84% | 14,925 | Added |
| 17 | CDNS | CADENCE DESIGN SYSTEM INC | $2.7M | 1.69% | 9,809 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 1.60% | 5,389 | Hold |
| 19 | ANET | ARISTA NETWORKS INC | $2.4M | 1.48% | 19,460 | Added |
| 20 | AMZN | AMAZON COM INC | $2.2M | 1.38% | 10,690 | Trimmed |
| 21 | IGV | ISHARES TR | $2.2M | 1.36% | 27,525 | Trimmed |
| 22 | V | VISA INC | $2.1M | 1.32% | 7,036 | Hold |
| 23 | TDG | TRANSDIGM GROUP INC | $1.9M | 1.15% | 1,602 | Trimmed |
| 24 | DAL | DELTA AIR LINES INC | $1.8M | 1.14% | 27,658 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $1.8M | 1.11% | 2,982 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31