Notify me when PACIFIC SUN FINANCIAL CORP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 202 | $207,658,804 | +$9,579,248 | -$6,889,207 | +$2,690,041 | AAPL, FDN, BRKB, XLK, SLYG | 13F-HR | 04 Feb 2026, 18:32 |
| Q3 2025 | 196 | $206,953,543 | +$4,992,125 | -$3,570,068 | +$1,422,057 | AAPL, FDN, BRKB, XLK, SLYG | 13F-HR | 13 Nov 2025, 17:17 |
| Q2 2025 | 188 | $191,482,136 | +$4,614,165 | -$3,107,019 | +$1,507,146 | AAPL, FDN, BRKB, XLK, SLYG | 13F-HR | 30 Jul 2025, 11:36 |
| Q1 2025 | 178 | $175,779,856 | +$4,610,581 | -$4,047,552 | +$563,029 | AAPL, FDN, BRKB, SLYG, XLK | 13F-HR | 16 Apr 2025, 21:56 |
| Q4 2024 | 184 | $183,556,192 | +$4,309,509 | -$3,146,168 | +$1,163,341 | AAPL, FDN, BRKB, SLYG, XLK | 13F-HR | 03 Feb 2025, 11:12 |
| Q3 2024 | 184 | $181,319,237 | +$3,133,850 | -$4,161,912 | -$1,028,062 | AAPL, FDN, BRKB, SLYG, XLK | 13F-HR | 09 Oct 2024, 17:18 |
| Q2 2024 | 176 | $169,076,992 | +$1,734,631 | -$4,214,926 | -$2,480,295 | AAPL, FDN, BRKB, SLYG, XLK | 13F-HR | 19 Jul 2024, 17:23 |
| Q1 2024 | 179 | $171,763,097 | +$7,851,873 | -$2,113,090 | +$5,738,783 | AAPL, FDN, BRKB, SLYG, XLK | 13F-HR | 01 May 2024, 19:20 |
| Q4 2023 | 172 | $158,368,452 | +$1,425,276 | -$4,848,036 | -$3,422,760 | AAPL, FDN, SLYG, BRKB, XLK | 13F-HR | 07 Feb 2024, 19:56 |
| Q3 2023 | 169 | $144,293,758 | +$13,568,424 | -$5,528,297 | +$8,040,127 | AAPL, FDN, BRKB, SLYG, IJT | 13F-HR | 11 Jan 2024, 13:48 |
| Q2 2023 | 174 | $145,938,764 | +$2,483,960 | -$1,811,993 | +$671,967 | AAPL, FDN, SLYG, BRKB, RSPS | 13F-HR | 11 Jul 2023, 21:07 |
| Q4 2022 | 174 | $141,913,909 | +$2,007,180 | -$10,538,798 | -$8,531,618 | AAPL, SLYG, FDN, BRKB, RSPS | 13F-HR | 14 Feb 2023, 15:55 |
| Q3 2022 | 172 | $142,399,000 | +$4,138,554 | -$4,454,673 | -$316,119 | AAPL, FDN, SLYG, PSCH, BRKB | 13F-HR | 14 Nov 2022, 08:36 |
| Q2 2022 | 178 | $151,663,000 | +$5,188,122 | -$4,776,367 | +$411,755 | AAPL, FDN, SLYG, PSCH, BRKB | 13F-HR | 28 Jul 2022, 17:27 |
| Q1 2022 | 186 | $182,506,000 | +$7,917,722 | -$1,025,112 | +$6,892,610 | AAPL, FDN, SLYG, BRKB, PSCH | 13F-HR | 04 May 2022, 21:39 |
| Q4 2021 | 177 | $187,373,000 | +$4,541,357 | -$1,431,059 | +$3,110,298 | FDN, AAPL, SLYG, PSCH, BRKB | 13F-HR | 09 Feb 2022, 21:07 |
| Q3 2021 | 174 | $174,092,000 | $0 | $0 | $0 | FDN, AAPL, SLYG, PSCH, IJT | 13F-HR | 12 Nov 2021, 15:47 |
| Q3 2020 | 148 | $119,788,000 | +$6,784,570 | -$1,966,675 | +$4,817,895 | FDN, SLYG, AAPL, PSCH, RSPS | 13F-HR | 12 Nov 2020, 17:20 |
| Q2 2020 | 140 | $110,860,000 | +$5,466,709 | -$1,391,531 | +$4,075,178 | FDN, SLYG, AAPL, PSCH, IJT | 13F-HR | 17 Jul 2020, 17:35 |
| Q1 2020 | 124 | $87,100,000 | +$5,205,128 | -$4,917,334 | +$287,794 | FDN, SLYG, PSCH, RSPS, IJT | 13F-HR | 07 May 2020, 16:14 |
| Q4 2019 | 143 | $113,442,000 | +$2,472,475 | -$2,228,740 | +$243,735 | FDN, SLYG, IJT, PSCH, RSPS | 13F-HR | 12 Feb 2020, 12:47 |
| Q3 2019 | 134 | $105,992,000 | +$3,368,430 | -$1,733,363 | +$1,635,067 | FDN, SLYG, IJT, RSPS, REZ | 13F-HR | 05 Nov 2019, 15:11 |
| Q2 2019 | 133 | $104,637,000 | $0 | $0 | $0 | FDN, SLYG, IJT, PSCH, RSPS | 13F-HR | 14 Aug 2019, 09:17 |
| Q2 2018 | 124 | $97,088,000 | +$37,184,361 | -$16,249,196 | +$20,935,165 | FDN, SLYG, IJT, REZ, SLYV | 13F-HR | 13 Aug 2018, 19:06 |
| Q1 2018 | 107 | $75,740,000 | +$66,912,095 | -$172,981,124 | -$106,069,029 | FDN, SLYG, IJT, REZ, SLYV | 13F-HR | 14 May 2018, 14:26 |
| Q4 2017 | 141 | $182,598,000 | $0 | $0 | $0 | BRKB, VEA, VWO, BSJI, AAPL | 13F-HR | 09 Mar 2018, 11:21 |