GUERRA PAN ADVISORS, LLC

CIK

1910386

Location

MONTCLAIR, NJ

Portfolio Value

Small $106,473,886

Diversification

Diversified

Filing Date

Global Rank

#5,553 / 8,603 ▲ 76 · as of Mar 2026

Top Industry

Semiconductors 21.3%

3Y Alpha vs SPY

0.0%

Period ended 3 months ago

Filed May 12, 2026 · 58d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.0%

SPY

+76.5%

Annualised alpha

-0.8%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

−0.3 pts

Top 5

36.6%

−1.1 pts

Top 10

52.1%

−0.8 pts

HHI

405

Diversified−19

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.2%	$49,213,606	23
Industrials	17.0%	$18,094,309	15
Financial Services	13.7%	$14,550,001	13
Communication Services	9.7%	$10,347,364	5
Healthcare	7.3%	$7,799,213	12
Consumer Cyclical	3.9%	$4,157,427	7
Consumer Defensive	1.1%	$1,134,506	2
Utilities	0.7%	$747,591	1
Energy	0.2%	$227,513	1
Basic Materials	0.2%	$202,356	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+728	29,052	$8,991,884
AAPL	Apple Inc.	+707	17,022	$4,320,013
XPO	XPO, Inc.	+625	6,536	$1,271,578
ADI	Analog Devices Inc	+325	1,187	$377,632
DAL	Delta Air Lines, Inc.	+219	27,658	$1,838,703
MSFT	Microsoft Corp	+184	9,514	$3,521,797
BA	Boeing Co	+151	14,925	$2,970,522
ABBV	AbbVie Inc.	+148	4,379	$952,388
PG	PROCTER & GAMBLE Co	+120	4,557	$658,213
GS	Goldman Sachs Group Inc	+110	360	$304,556
JPM	Jpmorgan Chase & Co	+108	18,273	$5,375,185
ANET	Arista Networks, Inc.	+75	19,460	$2,389,298
GLW	Corning Inc /Ny	+36	5,614	$763,335
GOOGL	Alphabet Inc.	+10	28,528	$8,203,511
VRTX	Vertex Pharmaceuticals Inc / Ma	+7	485	$216,571
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
CDNS	Cadence Design Systems Inc	−533	9,809	$2,725,626
NVDA	Nvidia Corp	−475	69,268	$12,080,339
CI	Cigna Group	−316	1,074	$286,489
ZS	Zscaler, Inc.	−162	4,837	$678,582
BAC	Bank Of America Corp /De/	−154	5,471	$266,711
GM	General Motors Co	−127	10,654	$793,723
UBER	Uber Technologies, Inc	−115	19,615	$1,410,906
CRWD	CrowdStrike Holdings, Inc.	−88	12,102	$1,181,185
AMZN	Amazon Com Inc	−64	10,690	$2,226,406
NOW	ServiceNow, Inc.	−58	11,112	$1,161,759
CHKP	Check Point Software Technologies Ltd	−54	4,859	$694,108
SYK	Stryker Corp	−46	1,073	$352,577
ALL	Allstate Corp	−43	3,383	$701,431
SHOP	Shopify Inc.	−31	1,732	$205,449
CRM	Salesforce, Inc.	−25	5,654	$1,055,432
BABA	Alibaba Group Holding Ltd	−20	4,613	$578,746
HUBS	Hubspot Inc	−19	1,373	$335,149
CAT	Caterpillar Inc	−16	4,533	$3,211,449
ASML	Asml Holding NV	−15	3,102	$4,097,214
ISRG	Intuitive Surgical Inc	−15	2,121	$977,759
TDG	TransDigm Group INC	−7	1,602	$1,856,653
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,752	$937,189
BMY	Bristol Myers Squibb Co	3,874	$234,958
FTAI	FTAI Aviation Ltd.	955	$233,975
EQT	EQT Corp	3,575	$227,513
CAL	Caleres Inc	10,667	$112,430
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,342	$261,569
WDAY	Workday, Inc.	1,076	$231,103
META	Meta Platforms, Inc.	319	$210,568
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $106,473,886 total · as of Mar 31, 2026

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

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	69,268	-475	$12,080,339	−7.1%	11.35%
AVGO	Broadcom Inc. Technology	Added	29,052	+728	$8,991,884	−8.3%	8.45%
GOOGL	Alphabet Inc. Communication Services	Added	28,528	+10	$8,203,511	−8.1%	7.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,273	+108	$5,375,185	−8.2%	5.05%
AAPL	Apple Inc. Technology	Added	17,022	+707	$4,320,013	−2.6%	4.06%
ASML	Asml Holding NV Technology	Reduced	3,102	-15	$4,097,214	+22.9%	3.85%
MSFT	Microsoft Corp Technology	Added	9,514	+184	$3,521,797	−21.9%	3.31%
CAT	Caterpillar Inc Industrials	Reduced	4,533	-16	$3,211,449	+23.2%	3.02%
BA	Boeing Co Industrials	Added	14,925	+151	$2,970,522	−7.4%	2.79%
CDNS	Cadence Design Systems Inc Technology	Reduced	9,809	-533	$2,725,626	−15.7%	2.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,389	0	$2,582,408	−4.7%	2.43%
ANET	Arista Networks, Inc. Technology	Added	19,460	+75	$2,389,298	−5.9%	2.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,690	-64	$2,226,406	−10.3%	2.09%
V	Visa Inc. Financial Services	Held	7,036	0	$2,126,560	−13.8%	2.00%
TDG	TransDigm Group INC Industrials	Reduced	1,602	-7	$1,856,653	−13.2%	1.74%
DAL	Delta Air Lines, Inc. Industrials	Added	27,658	+219	$1,838,703	−3.4%	1.73%
LMT	Lockheed Martin Corp Industrials	Held	2,982	0	$1,802,290	+25.0%	1.69%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	3,301	0	$1,622,540	−15.2%	1.52%
HON	Honeywell International Inc Industrials	Held	6,442	0	$1,527,095	+15.9%	1.43%
UBER	Uber Technologies, Inc Technology	Reduced	19,615	-115	$1,410,906	−12.5%	1.33%
XPO	XPO, Inc. Industrials	Added	6,536	+625	$1,271,578	+58.3%	1.19%
MRK	Merck & Co., Inc. Healthcare	Held	9,926	0	$1,193,998	+14.3%	1.12%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	12,102	-88	$1,181,185	−17.3%	1.11%
NOW	ServiceNow, Inc. Technology	Reduced	11,112	-58	$1,161,759	−32.1%	1.09%
NTES	NetEase, Inc. Communication Services	Held	9,555	0	$1,069,586	−18.7%	1.00%
CRM	Salesforce, Inc. Technology	Reduced	5,654	-25	$1,055,432	−29.8%	0.99%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	2,121	-15	$977,759	−19.2%	0.92%
LRCX	Lam Research Corp Technology	Held	4,520	0	$965,743	+24.8%	0.91%
ABBV	AbbVie Inc. Healthcare	Added	4,379	+148	$952,388	−1.5%	0.89%
AZN	Astrazeneca PLC Healthcare	NEW	4,752	NEW	$937,189	NEW	0.88%
GM	General Motors Co Consumer Cyclical	Reduced	10,654	-127	$793,723	−9.5%	0.75%
MA	Mastercard Inc Financial Services	Held	1,584	0	$791,461	−12.5%	0.74%
GLW	Corning Inc /Ny Technology	Added	5,614	+36	$763,335	+56.3%	0.72%
NEE	Nextera Energy Inc Utilities	Held	8,049	0	$747,591	+15.7%	0.70%
EOI	Eaton Vance Enhanced Equity Income Fund Financial Services	Held	39,565	0	$743,030	−8.7%	0.70%
VRT	Vertiv Holdings Co Industrials	Held	2,930	0	$734,199	+54.7%	0.69%
ALL	Allstate Corp Financial Services	Reduced	3,383	-43	$701,431	−1.6%	0.66%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	4,859	-54	$694,108	−23.9%	0.65%
DOV	DOVER Corp Industrials	Held	3,320	0	$692,054	+6.8%	0.65%
UNP	Union Pacific Corp Industrials	Held	2,817	0	$683,460	+4.9%	0.64%
ZS	Zscaler, Inc. Technology	Reduced	4,837	-162	$678,582	−39.6%	0.64%
ON	On Semiconductor Corp Technology	Held	10,757	0	$666,073	+14.3%	0.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,557	+120	$658,213	+3.5%	0.62%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	4,613	-20	$578,746	−14.8%	0.54%
AMD	Advanced Micro Devices Inc Technology	Held	2,804	0	$570,417	−5.0%	0.54%
NYT	New York Times Co Communication Services	Held	6,624	0	$554,627	+20.6%	0.52%
RTX	RTX Corp Industrials	Held	2,859	0	$551,501	+5.2%	0.52%
MS	Morgan Stanley Financial Services	Held	3,239	0	$533,042	−7.3%	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	478	0	$476,293	+15.5%	0.45%
JNJ	Johnson & Johnson Healthcare	Held	1,776	0	$434,125	+18.1%	0.41%