GUERRA PAN ADVISORS, LLC

CIK

1910386

Location

MONTCLAIR, NJ

Portfolio Value

Small $130,574,832

Diversification

Diversified

Filing Date

Global Rank

#5,369 / 8,517 ▲ 266

Top Industry

Semiconductors 21.0%

3Y Alpha vs SPY

+71.8%

Period ended 47 days ago

Filed Aug 12, 2026 · 4d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+611.4%

SPY

+76.6%

Annualised alpha

+71.4%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

+0.3 pts

Top 5

41.0%

+2.0 pts

Top 10

56.8%

+2.2 pts

HHI

481

Diversified+26

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.1%	$64,112,517	25
Industrials	14.5%	$18,888,862	16
Communication Services	13.9%	$18,115,322	4
Financial Services	11.3%	$14,787,429	14
Healthcare	5.6%	$7,314,572	12
Consumer Cyclical	3.0%	$3,931,937	5
Unclassified	1.4%	$1,841,781	1
Consumer Defensive	0.7%	$971,203	2
Utilities	0.3%	$405,234	1
Basic Materials	0.2%	$205,975	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
CAL	Caleres Inc	+3,994	14,661	$181,356
BKNG	Booking Holdings Inc.	+1,045	1,125	$200,520
NVDA	Nvidia Corp	+307	69,575	$13,921,261
SHOP	Shopify Inc.	+250	1,982	$226,304
LLY	ELI LILLY & Co	+3	377	$452,185
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−4,165	24,887	$9,401,064
HON	Honeywell International Inc	−3,797	2,645	$592,215
GOOGL	Alphabet Inc.	−3,487	46,425	$16,506,280
NEE	Nextera Energy Inc	−3,432	4,617	$405,234
NYT	New York Times Co	−2,521	4,103	$287,127
JPM	Jpmorgan Chase & Co	−1,813	16,460	$5,387,851
AAPL	Apple Inc.	−1,767	15,255	$4,414,186
NOW	ServiceNow, Inc.	−1,765	9,347	$927,970
UBER	Uber Technologies, Inc	−1,761	17,854	$1,288,344
DAL	Delta Air Lines, Inc.	−1,705	25,953	$2,430,757
NTES	NetEase, Inc.	−1,559	7,996	$1,024,607
ANET	Arista Networks, Inc.	−1,388	18,072	$3,070,071
V	Visa Inc.	−1,347	5,689	$1,951,839
ABBV	AbbVie Inc.	−1,344	3,035	$763,727
BA	Boeing Co	−1,262	13,663	$2,957,629
ZS	Zscaler, Inc.	−1,245	3,592	$507,010
DOV	DOVER Corp	−1,169	2,151	$482,426
CRWD	CrowdStrike Holdings, Inc.	−1,125	10,977	$8,376,987
AMZN	Amazon Com Inc	−1,060	9,630	$2,295,214
AZN	Astrazeneca PLC	−939	3,813	$723,021
MSFT	Microsoft Corp	−829	8,685	$3,239,678
CDNS	Cadence Design Systems Inc	−773	9,036	$3,391,391
CHKP	Check Point Software Technologies Ltd	−741	4,118	$541,228
BRK-B	Berkshire Hathaway Inc	−733	4,656	$2,329,815
UNP	Union Pacific Corp	−635	2,182	$593,504
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	13,822	$1,841,781
HONA	Honeywell Aerospace Inc.	2,645	$584,756
MU	Micron Technology Inc	462	$533,281
DELL	Dell Technologies Inc.	960	$414,201
KLAC	Kla Corp	1,060	$319,812
CRS	Carpenter Technology Corp	351	$216,510
MFC	Manulife Financial Corp	5,219	$211,421
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	1,365	$270,665
HII	Huntington Ingalls Industries, Inc.	599	$227,560
EQT	EQT Corp	3,575	$227,513
LOW	Lowes Companies Inc	962	$227,301
NFLX	Netflix Inc	2,330	$224,029
VIG	Vanguard Dividend Appreciation ETF	985	$211,834
GIL	Gildan Activewear Inc.	3,690	$205,348
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $130,574,832 total · filing declares 118 positions · $179,199,805 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	46,425	-3,487	$16,506,280	+15.1%	12.64%
NVDA	Nvidia Corp Technology	Added	69,575	+307	$13,921,261	+15.2%	10.66%
AVGO	Broadcom Inc. Technology	Reduced	24,887	-4,165	$9,401,064	+4.6%	7.20%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	10,977	-1,125	$8,376,987	+77.3%	6.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,460	-1,813	$5,387,851	+0.2%	4.13%
ASML	Asml Holding NV Technology	Reduced	2,601	-501	$5,174,533	+26.3%	3.96%
AAPL	Apple Inc. Technology	Reduced	15,255	-1,767	$4,414,186	+2.2%	3.38%
CAT	Caterpillar Inc Industrials	Reduced	4,090	-443	$4,355,441	+35.6%	3.34%
CDNS	Cadence Design Systems Inc Technology	Reduced	9,036	-773	$3,391,391	+24.4%	2.60%
MSFT	Microsoft Corp Technology	Reduced	8,685	-829	$3,239,678	−8.0%	2.48%
ANET	Arista Networks, Inc. Technology	Reduced	18,072	-1,388	$3,070,071	+28.5%	2.35%
BA	Boeing Co Industrials	Reduced	13,663	-1,262	$2,957,629	−0.4%	2.27%
DAL	Delta Air Lines, Inc. Industrials	Reduced	25,953	-1,705	$2,430,757	+32.2%	1.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,656	-733	$2,329,815	−9.8%	1.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,630	-1,060	$2,295,214	+3.1%	1.76%
LRCX	Lam Research Corp Technology	Held	4,520	0	$1,958,651	+102.8%	1.50%
V	Visa Inc. Financial Services	Reduced	5,689	-1,347	$1,951,839	−8.2%	1.49%
TDG	TransDigm Group INC Industrials	Reduced	1,405	-197	$1,871,516	+0.8%	1.43%
AIRR	First Trust RBA American Industrial Renaissance ETF	NEW	13,822	NEW	$1,841,781	NEW	1.41%
AMD	Advanced Micro Devices Inc Technology	Held	2,804	0	$1,628,871	+185.6%	1.25%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	3,063	-238	$1,535,665	−5.4%	1.18%
GLW	Corning Inc /Ny Technology	Held	5,614	0	$1,433,984	+87.9%	1.10%
XPO	XPO, Inc. Industrials	Held	6,536	0	$1,341,775	+5.5%	1.03%
UBER	Uber Technologies, Inc Technology	Reduced	17,854	-1,761	$1,288,344	−8.7%	0.99%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,920	-6	$1,274,720	+6.8%	0.98%
LMT	Lockheed Martin Corp Industrials	Reduced	2,445	-537	$1,245,629	−30.9%	0.95%
NTES	NetEase, Inc. Communication Services	Reduced	7,996	-1,559	$1,024,607	−4.2%	0.78%
ON	On Semiconductor Corp Technology	Held	10,757	0	$1,016,966	+52.7%	0.78%
VRT	Vertiv Holdings Co Industrials	Held	2,930	0	$981,022	+33.6%	0.75%
NOW	ServiceNow, Inc. Technology	Reduced	9,347	-1,765	$927,970	−20.1%	0.71%
ISRG	Intuitive Surgical Inc Healthcare	Held	2,121	0	$843,479	−13.7%	0.65%
GM	General Motors Co Consumer Cyclical	Held	10,654	0	$821,210	+3.5%	0.63%
MA	Mastercard Inc Financial Services	Held	1,584	0	$813,542	+2.8%	0.62%
CRM	Salesforce, Inc. Technology	Reduced	5,172	-482	$810,245	−23.2%	0.62%
ALL	Allstate Corp Financial Services	Held	3,383	0	$804,951	+14.8%	0.62%
EOI	Eaton Vance Enhanced Equity Income Fund Financial Services	Reduced	39,312	-253	$772,873	+4.0%	0.59%
ABBV	AbbVie Inc. Healthcare	Reduced	3,035	-1,344	$763,727	−19.8%	0.58%
AZN	Astrazeneca PLC Healthcare	Reduced	3,813	-939	$723,021	−22.9%	0.55%
MS	Morgan Stanley Financial Services	Held	3,239	0	$677,080	+27.0%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,537	-20	$665,305	+1.1%	0.51%
UNP	Union Pacific Corp Industrials	Reduced	2,182	-635	$593,504	−13.2%	0.45%
HON	Honeywell International Inc Industrials	Reduced	2,645	-3,797	$592,215	−59.3%	0.45%
HONA	Honeywell Aerospace Inc. Industrials	NEW	2,645	NEW	$584,756	NEW	0.45%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	4,118	-741	$541,228	−22.0%	0.41%
MU	Micron Technology Inc Technology	NEW	462	NEW	$533,281	NEW	0.41%
ZS	Zscaler, Inc. Technology	Reduced	3,592	-1,245	$507,010	−25.3%	0.39%
DOV	DOVER Corp Industrials	Reduced	2,151	-1,169	$482,426	−30.3%	0.37%
ADI	Analog Devices Inc Technology	Held	1,187	0	$471,440	+24.8%	0.36%
LLY	ELI LILLY & Co Healthcare	Added	377	+3	$452,185	+31.5%	0.35%
RTX	RTX Corp Industrials	Reduced	2,334	-525	$442,829	−19.7%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.