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.
PACIFIC SUN FINANCIAL CORP (CIK 947517) reported $206.5M across 201 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($10.6M, 5.11%), FDN ($6.7M, 3.25%), BRK/B ($6.5M, 3.14%), XLK ($5.5M, 2.64%), SLYG ($5.0M, 2.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.6M | 5.11% | 41,604 | Added |
| 2 | FDN | FIRST TR EXCHANGE-TRADED FD | $6.7M | 3.25% | 28,653 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.5M | 3.14% | 13,547 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $5.5M | 2.64% | 41,063 | Added |
| 5 | SLYG | SPDR SERIES TRUST | $5.0M | 2.44% | 52,043 | Added |
| 6 | PPA | INVESCO EXCHANGE TRADED FD T | $4.9M | 2.37% | 29,484 | Added |
| 7 | XAR | SPDR SERIES TRUST | $4.5M | 2.20% | 17,910 | Added |
| 8 | CIBR | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.84% | 60,646 | Added |
| 9 | QQQ | INVESCO QQQ TR | $3.6M | 1.72% | 6,163 | Added |
| 10 | IJT | ISHARES TR | $3.3M | 1.61% | 22,968 | Trimmed |
| 11 | TSLA | TESLA INC | $3.1M | 1.52% | 8,440 | Trimmed |
| 12 | MDYG | SPDR SERIES TRUST | $2.7M | 1.33% | 28,554 | Trimmed |
| 13 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $2.6M | 1.25% | 37,699 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $2.3M | 1.10% | 12,982 | Added |
| 15 | FVD | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.08% | 47,624 | Trimmed |
| 16 | PNQI | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.04% | 48,200 | Trimmed |
| 17 | CZA | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.04% | 19,502 | Trimmed |
| 18 | SOXX | ISHARES TR | $2.1M | 1.03% | 6,471 | Added |
| 19 | RWJ | INVESCO EXCH TRADED FD TR II | $2.1M | 1.02% | 41,628 | Added |
| 20 | SLYV | SPDR SERIES TRUST | $2.1M | 1.01% | 22,076 | Trimmed |
| 21 | PKW | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.00% | 15,801 | Added |
| 22 | MSFT | MICROSOFT CORP | $2.0M | 0.98% | 5,487 | Added |
| 23 | VYM | VANGUARD WHITEHALL FDS | $2.0M | 0.97% | 13,540 | Added |
| 24 | RSPM | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.94% | 50,035 | Trimmed |
| 25 | NXTG | FIRST TR EXCHANGE-TRADED FD | $1.9M | 0.93% | 17,091 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31