Pacific Sun Financial Corp
Top Portfolio Positions
46 positions ·
$49,982,277 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
41,604 | $10,558,679 | 21.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,547 | $6,491,722 | 12.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,163 | $3,557,160 | 7.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,440 | $3,137,570 | 6.28% | |
| NVDA |
Nvidia Corp
Technology
|
12,982 | $2,264,060 | 4.53% | |
| MSFT |
Microsoft Corp
Technology
|
5,487 | $2,031,122 | 4.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,197 | $1,829,099 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,487 | $1,767,587 | 3.54% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
8,390 | $1,511,961 | 3.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,324 | $1,217,775 | 2.44% |
Portfolio Trend
21 quarters · across all stocks
Holdings in TTEC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,250 | 14,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $52,200 | 14,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $48,720 | 14,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,745 | 14,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $47,705 | 14,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $72,355 | 14,500 | Shares | Sole | 2025-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||