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Latest PACIFIC SUN FINANCIAL CORP Stock Portfolio

$206Million– No. of Holdings #201

PACIFIC SUN FINANCIAL CORP Performance:
2026 Q1: -2.52%YTD: -2.52%2025: 11.85%
Performance for 2026 Q1 is -2.52%, and YTD is -2.52%, and 2025 is 11.85%.

About PACIFIC SUN FINANCIAL CORP and 13F Hedge Fund Stock Holdings

PACIFIC SUN FINANCIAL CORP is a hedge fund based in Los Angeles, CA. On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, PACIFIC SUN FINANCIAL CORP reported an equity portfolio of $206.5 Millions as of 31 Mar, 2026.

The top stock holdings of PACIFIC SUN FINANCIAL CORP are AAPL, BGLD, . The fund has invested 5.1% of it's portfolio in APPLE INC and 3.2% of portfolio in FIRST TR EXCHANGE-TRADED FD.

The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), SALESFORCE INC (CRM) and BOEING CO (BA) stocks. They significantly reduced their stock positions in DISNEY WALT CO (DIS), INVESCO EXCH TRADED FD TR II (CGW) and INVESCO EXCHANGE TRADED FD T (CSD). PACIFIC SUN FINANCIAL CORP opened new stock positions in ISHARES TR (DMXF), NEOS ETF TRUST (KOCG) and J P MORGAN EXCHANGE TRADED F. The fund showed a lot of confidence in some stocks as they added substantially to ETF SER SOLUTIONS (ACIO), OKLO INC (ALCC) and RITHM CAPITAL CORP (RITM).
PACIFIC SUN FINANCIAL CORP Equity Portfolio Value
Last Reported on: 08 May, 2026

PACIFIC SUN FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that Pacific Sun Financial Corp made a return of -2.52% in the last quarter. In trailing 12 months, it's portfolio return was 14.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr394,003
neos etf trust317,768
j p morgan exchange traded f305,527
taiwan semiconductor manufac216,211
invesco exch traded fd tr ii213,941
cloudflare inc206,340
joby aviation inc125,304
sangamo therapeutics inc5,926
New stocks bought by PACIFIC SUN FINANCIAL CORP

Additions

Ticker% Inc.
etf ser solutions87.6
oklo inc76.32
rithm capital corp71.34
vaneck etf trust60.41
blackstone mortgage trust in50.18
spdr series trust44.24
ishares tr42.59
global x fds33.96
Additions to existing portfolio by PACIFIC SUN FINANCIAL CORP

Reductions

Ticker% Reduced
disney walt co-19.29
invesco exch traded fd tr ii-18.85
invesco exch traded fd tr ii-9.57
invesco exchange traded fd t-9.06
nushares etf tr-8.01
ark etf tr-6.8
invesco exchange traded fd t-5.63
home depot inc-4.9
PACIFIC SUN FINANCIAL CORP reduced stake in above stock

Sold off

Ticker$ Sold
invesco exchange traded fd t-203,681
invesco exch traded fd tr ii-204,471
advanced micro devices inc-446,309
ishares tr-201,813
palantir technologies inc-205,124
boeing co-215,166
salesforce inc-215,446
modular med inc-8,738
PACIFIC SUN FINANCIAL CORP got rid off the above stocks

Sector Distribution

Pacific Sun Financial Corp has about 80.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Real Estate
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Industrials
Sector%
Others80.9
Technology7.6
Real Estate2.7
Consumer Cyclical2.7
Communication Services2
Consumer Defensive1.2
Industrials1.1

Market Cap. Distribution

Pacific Sun Financial Corp has about 17.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED80.9
MEGA-CAP14.4
LARGE-CAP3.5
MID-CAP1.2

Stocks belong to which Index?

About 17.2% of the stocks held by Pacific Sun Financial Corp either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others81.9
S&P 50017.2
Top 5 Winners (%)%
CVX
chevron corporation
35.8 %
XLB
select sector spdr tr
35.4 %
BIL
spdr series trust
22.5 %
NOC
northrop grumman corp
19.6 %
CSD
invesco exchange traded fd t
19.6 %
Top 5 Winners ($)$
CSD
invesco exchange traded fd t
0.3 M
CSD
invesco exchange traded fd t
0.2 M
XLB
select sector spdr tr
0.2 M
BIL
spdr series trust
0.2 M
DLR
digital rlty tr inc
0.2 M
Top 5 Losers (%)%
TTEC
ttec hldgs inc
-30.6 %
ACHR
archer aviation inc
-29.4 %
ALCC
oklo inc
-25.9 %
IJR
ishares tr
-24.0 %
ORCL
oracle corp
-23.8 %
Top 5 Losers ($)$
BGLD
first tr exchange-traded fd
-1.0 M
AAPL
apple inc
-0.7 M
TSLA
tesla inc
-0.7 M
MSFT
microsoft corp
-0.6 M
CARZ
first tr exchange-traded fd
-0.5 M

PACIFIC SUN FINANCIAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PACIFIC SUN FINANCIAL CORP

Pacific Sun Financial Corp has 201 stocks in it's portfolio. About 26.3% of the portfolio is in top 10 stocks. BGLD proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for Pacific Sun Financial Corp last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions