Pacific Sun Financial Corp Portfolio Holdings
Pacific Sun Financial Corp
- $196 Million
- Q3 2025
Pacific Sun Financial Corp has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $196 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.2M, First Tr Fd Dow Jones with a value of $8.13M, Berkshire Hathaway Inc Class B with a value of $6.67M, Technology Sector Spdr with a value of $5.53M, and Spdr S&P 600 Small Cap Growth with a value of $5.05M.
Examining the 13F form we can see an increase of $15M in the current position value, from $181M to 196M.
Below you can find more details about Pacific Sun Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
ETFs: $147 Million
Technology: $18.5 Million
Financial Services: $7.7 Million
Consumer Cyclical: $7.1 Million
Communication Services: $4.82 Million
Real Estate: $4.59 Million
Consumer Defensive: $2.45 Million
Industrials: $2.35 Million
Other: $1.87 Million