Pacific Sun Financial Corp
Top Portfolio Positions
45 positions ·
$43,490,555 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
41,604 | $10,558,679 | 24.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,163 | $3,557,160 | 8.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,440 | $3,137,570 | 7.21% | |
| NVDA |
Nvidia Corp
Technology
|
12,982 | $2,264,060 | 5.21% | |
| MSFT |
Microsoft Corp
Technology
|
5,487 | $2,031,122 | 4.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,197 | $1,829,099 | 4.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,487 | $1,767,587 | 4.06% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
8,390 | $1,511,961 | 3.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,324 | $1,217,775 | 2.80% | |
| WELL |
Welltower Inc.
Real Estate
|
6,063 | $1,198,715 | 2.76% |
Portfolio Trend
Holdings in SGMO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,000 | 24,000 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||