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 $242.5M across 219 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($12.1M, 4.97%), XLK ($7.9M, 3.25%), FDN ($7.4M, 3.07%), BRKB ($6.8M, 2.80%), SLYG ($6.1M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $12.1M | 4.97% | 41,661 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $7.9M | 3.25% | 41,302 | Added |
| 3 | FDN | FIRST TR EXCHANGE-TRADED FD | $7.4M | 3.07% | 28,083 | Trimmed |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.8M | 2.80% | 13,575 | Added |
| 5 | SLYG | SPDR SERIES TRUST | $6.1M | 2.50% | 50,818 | Trimmed |
| 6 | PPA | INVESCO EXCHANGE TRADED FD T | $5.4M | 2.24% | 30,787 | Added |
| 7 | CIBR | FIRST TR EXCHANGE-TRADED FD | $5.3M | 2.17% | 58,451 | Trimmed |
| 8 | XAR | SPDR SERIES TRUST | $4.7M | 1.95% | 16,679 | Trimmed |
| 9 | SOXX | ISHARES TR | $4.2M | 1.72% | 6,526 | Added |
| 10 | QQQ | INVESCO QQQ TR | $4.1M | 1.70% | 5,602 | Trimmed |
| 11 | IJT | ISHARES TR | $4.0M | 1.66% | 22,596 | Trimmed |
| 12 | TSLA | TESLA INC | $3.6M | 1.47% | 8,502 | Added |
| 13 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $3.2M | 1.32% | 37,436 | Trimmed |
| 14 | MDYG | SPDR SERIES TRUST | $2.9M | 1.18% | 25,524 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.8M | 1.14% | 13,794 | Added |
| 16 | VGT | VANGUARD WORLD FD | $2.5M | 1.03% | 20,908 | Added |
| 17 | NXTG | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.03% | 16,246 | Trimmed |
| 18 | SLYV | SPDR SERIES TRUST | $2.4M | 0.98% | 21,866 | Trimmed |
| 19 | CZA | INVESCO EXCHANGE TRADED FD T | $2.3M | 0.96% | 18,972 | Trimmed |
| 20 | FVD | FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.95% | 47,803 | Added |
| 21 | RWJ | INVESCO EXCH TRADED FD TR II | $2.2M | 0.92% | 37,331 | Trimmed |
| 22 | PKW | INVESCO EXCHANGE TRADED FD T | $2.2M | 0.89% | 15,211 | Trimmed |
| 23 | REZ | ISHARES TR | $2.2M | 0.89% | 22,710 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $2.1M | 0.88% | 5,716 | Added |
| 25 | VYM | VANGUARD WHITEHALL FDS | $2.1M | 0.88% | 13,470 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30