Pacific Sun Financial Corp Portfolio Holdings
Pacific Sun Financial Corp
- $181 Million
- Q2 2025
Pacific Sun Financial Corp has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $181 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.76M, First Tr Fd Dow Jones with a value of $7.88M, Berkshire Hathaway Inc Class B with a value of $6.2M, Technology Sector Spdr with a value of $4.94M, and Spdr S&P 600 Small Cap Growth with a value of $4.83M.
Examining the 13F form we can see an increase of $15.7M in the current position value, from $165M to 181M.
Below you can find more details about Pacific Sun Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$181 Million
ETFs: $138 Million
Technology: $15.5 Million
Financial Services: $7.18 Million
Consumer Cyclical: $6 Million
Communication Services: $4.44 Million
Real Estate: $3.73 Million
Consumer Defensive: $2.02 Million
Industrials: $1.98 Million
Other: $1.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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