Pacific Sun Financial Corp.
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$206.5M
Holdings
201
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Sold 13.3% (47.7k → 41.4k shares)
5.1%
02
$FDN
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Sold 1.3% (29.1k → 28.7k shares)
3.2%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Sold 0.8% (13.3k → 13.2k shares)
3.1%
04
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Increased +100.0% (19.6k → 39.2k shares)
2.6%
05
$SLYG
SPDR SERIES TRUST
Q4 2025: Sold 3.0% (53.6k → 51.9k shares)
2.4%
06
$PPA
INVESCO EXCHANGE TRADED FD T
Q2 2025: Sold 0.5% (29.1k → 29.0k shares)
2.4%
07
$XAR
SPDR SERIES TRUST
Q3 2025: Sold 1.1% (18.2k → 18.0k shares)
2.2%
08
$CIBR
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Increased +3.2% (56.6k → 58.5k shares)
1.8%
09
$NDQ
INVESCO QQQ TR
Q1 2025: Increased +2.8% (5.7k → 5.9k shares)
1.7%
10
$IJT
ISHARES TR
Q4 2025: Sold 1.6% (23.8k → 23.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:47 UTC.