StockDriftsStockDriftsTop 50 Pacific Sun Financial CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.97% | 41.7K | $12.1M | +0.14%(+57) | $103.14(+196.09%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.25% | 41.3K | $7.9M | +0.58%(+239) | $48.64(+292.16%) | 2026-06-30 | |
| FDN | FIRST TR EXCHANGE-TRADED FD | 3.07% | 28.1K | $7.4M | -1.99%(-570) | $124.14(+134.72%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.8% | 13.6K | $6.8M | +0.21%(+28) | $305.20(+64.27%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 2.5% | 50.8K | $6.1M | -2.35%(-1.23K) | $59.28(+100.97%) | 2026-06-30 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 2.24% | 30.8K | $5.4M | +4.42%(+1.30K) | $69.04(+168.08%) | 2026-06-30 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 2.17% | 58.5K | $5.3M | -3.62%(-2.19K) | $33.22(+195.40%) | 2026-06-30 | |
| XAR | SPDR SERIES TRUST | 1.95% | 16.7K | $4.7M | -6.87%(-1.23K) | $125.30(+136.82%) | 2026-06-30 | |
| SOXX | ISHARES TR | 1.72% | 6.5K | $4.2M | +0.85%(+55) | $231.93(+143.16%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.7% | 5.6K | $4.1M | -9.10%(-561) | $185.11(+295.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.19% | +60.94% | +6.55% | +37.30% |
| Top 20 Holdings Unweighted | +16.43% | +57.82% | +6.45% | +36.66% |
Pacific Sun Financial CORP reports $242.46M in US-listed equity holdings across 219 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), XLK (3.3%) and FDN (3.1%). The top 20 holdings account for 38.09% of reported assets. Its disclosed equity book has returned +60.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacific Sun Financial CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 947517). View Pacific Sun Financial CORP’s 13F filings on SEC