Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$208,655
+$7,172 QoQ
Shares Held
2,900
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,175
of 2,535 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Pacific Sun Financial Corp holds $671,784 across 2 Tobacco names. MO ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,560 | $463,129 | |
| 2 | MO |
Altria Group, Inc.
This page
|
2,900 | $208,655 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,655 | 2,900 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $201,483 | 3,050 | Shares | Sole | 2025-11-13 | |
| 2023-06-30 | $203,623 | 4,495 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $210,037 | 4,595 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||