PACIFIC SUN FINANCIAL CORP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 947517
Institutional-grade research for retail investors
13F Reported Value
ⓘ$206.5M
Holdings
201
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PACIFIC SUN FINANCIAL CORP disclosed 201 positions worth $206.5M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.1% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 7 and a full exit from $AMD. The portfolio is most concentrated in Other (60.2% of disclosed assets). All figures are sourced directly from PACIFIC SUN FINANCIAL CORP’s Form 13F-HR filing with the SEC under CIK 947517.
AI Fund Analysis
Stable
$AAPL5.1% weight
Held 6 quarters
FIRST TR EXCHANGE-TRADED F
3.3% weight
Held 6 quarters
$BRK-A3.1% weight
Held 6 quarters
SELECT SECTOR SPDR TR
2.6% weight
Held 6 quarters
SPDR SERIES TRUST
2.4% weight
Held 6 quarters
SELECT SECTOR SPDR TR
6 quarters accumulating
$NVDA6 quarters accumulating
FIDELITY COVINGTON TRUST
6 quarters accumulating
$DLR6 quarters accumulating
$IVZ6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyReal EstateIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$10.6M41,604 sh FIRST TR EXCHANGE-TRADED FD
—Quality
$6.7M28,653 sh- 64.5#634
Quality
$6.5M13,547 sh SELECT SECTOR SPDR TR
—Quality
$5.5M41,063 shSPDR SERIES TRUST
—Quality
$5.0M52,043 sh- —
Quality
$4.9M29,484 sh SPDR SERIES TRUST
—Quality
$4.5M17,910 shFIRST TR EXCHANGE-TRADED FD
—Quality
$3.8M60,646 sh- —
Quality
$3.6M6,163 sh ISHARES TR
—Quality
$3.3M22,968 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $10.6M | 41,604 |
| FIRST TR EXCHANGE-TRADED FD | — | $6.7M | 28,653 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $6.5M | 13,547 |
| SELECT SECTOR SPDR TR | — | $5.5M | 41,063 |
| SPDR SERIES TRUST | — | $5.0M | 52,043 |
| Invesco Ltd.$IVZ | — | $4.9M | 29,484 |
| SPDR SERIES TRUST | — | $4.5M | 17,910 |
| FIRST TR EXCHANGE-TRADED FD | — | $3.8M | 60,646 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.6M | 6,163 |
| ISHARES TR | — | $3.3M | 22,968 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PACIFIC SUN FINANCIAL CORP's 201 positions.
Showing top 10 of 201 holdings.
Sector Allocation
Other
$124.3M
Financials
$42.9M
Technology
$20.1M
Real Estate
$5.6M
Industrials
$4.1M
Consumer Discretionary
$4.0M
Utilities
$1.5M
Healthcare
$1.5M
Full Holdings — PACIFIC SUN FINANCIAL CORP (Q1 2026)
All 201 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $10.6M | 5.1% | +1% | 76.1 |
| 2 | — | FIRST TR EXCHANGE-TRADED FD | $6.7M | 3.3% | -0% | — |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $6.5M | 3.1% | +3% | 64.5 |
| 4 | — | SELECT SECTOR SPDR TR | $5.5M | 2.6% | +5% | — |
| 5 | — | SPDR SERIES TRUST | $5.0M | 2.4% | +0% | — |
| 6 | $IVZ | Invesco Ltd. | $4.9M | 2.4% | +1% | — |
| 7 | — | SPDR SERIES TRUST | $4.5M | 2.2% | +0% | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.8% | +4% | — |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.6M | 1.7% | +4% | — |
| 10 | — | ISHARES TR | $3.3M | 1.6% | -2% | — |
| 11 |  $TSLA | Tesla, Inc. | $3.1M | 1.5% | -0% | 50.1 |
| 12 |  $STT | STATE STREET CORP | $2.7M | 1.3% | -0% | 61.5 |
| 13 | — | EXCHANGE TRADED CONCEPTS TRU | $2.6M | 1.3% | -0% | — |
| 14 | $NVDA | NVIDIA CORP | $2.3M | 1.1% | +5% | 90.2 |
| 15 | — | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.1% | -2% | — |
| 16 | $IVZ | Invesco Ltd. | $2.2M | 1.0% | -0% | — |
| 17 | $IVZ | Invesco Ltd. | $2.1M | 1.0% | -0% | — |
| 18 | — | ISHARES TR | $2.1M | 1.0% | +9% | — |
| 19 | $IVZ | Invesco Ltd. | $2.1M | 1.0% | +3% | — |
| 20 | — | SPDR SERIES TRUST | $2.1M | 1.0% | -0% | — |
| 21 | $IVZ | Invesco Ltd. | $2.1M | 1.0% | +2% | — |
| 22 |  $MSFT | MICROSOFT CORP | $2.0M | 1.0% | +10% | 83.7 |
| 23 | — | VANGUARD WHITEHALL FDS | $2.0M | 1.0% | +0% | — |
| 24 | — | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.9% | -4% | — |
| 25 | — | FIRST TR EXCHANGE-TRADED FD | $1.9M | 0.9% | -0% | — |
| 26 | — | ISHARES TR | $1.9M | 0.9% | -1% | — |
| 27 |  $META | Meta Platforms, Inc. | $1.8M | 0.9% | -3% | 80.9 |
| 28 | — | VANGUARD WORLD FD | $1.8M | 0.9% | +3% | — |
| 29 | — | FIRST TR EXCHANGE-TRADED FD | $1.8M | 0.9% | +2% | — |
| 30 | — | FIDELITY COVINGTON TRUST | $1.8M | 0.9% | +27% | — |
| 31 |  $AMZN | AMAZON COM INC | $1.8M | 0.9% | +4% | 74.6 |
| 32 | — | ISHARES TR | $1.7M | 0.8% | +0% | — |
| 33 | — | VANGUARD INDEX FDS | $1.7M | 0.8% | +0% | — |
| 34 | — | VANGUARD INDEX FDS | $1.6M | 0.8% | -0% | — |
| 35 | $IVZ | Invesco Ltd. | $1.6M | 0.8% | -2% | — |
| 36 | — | ISHARES TR | $1.6M | 0.8% | -2% | — |
| 37 | $STT | STATE STREET CORP | $1.5M | 0.7% | +7% | 61.5 |
| 38 | $DLR | DIGITAL REALTY TRUST, INC. | $1.5M | 0.7% | +2% | 70.2 |
| 39 | — | FIRST TR EXCHANGE-TRADED FD | $1.5M | 0.7% | -0% | — |
| 40 | $IVZ | Invesco Ltd. | $1.4M | 0.7% | -10% | — |
| 41 | — | INVESCO EXCH TRD SLF IDX FD | $1.3M | 0.6% | -0% | — |
| 42 | — | INVESCO EXCH TRADED FD TR II | $1.3M | 0.6% | -0% | — |
| 43 | — | SPDR SERIES TRUST | $1.3M | 0.6% | -1% | — |
| 44 | $IVZ | Invesco Ltd. | $1.3M | 0.6% | +1% | — |
| 45 | — | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.6% | +7% | — |
| 46 | — | VANGUARD INDEX FDS | $1.3M | 0.6% | +0% | — |
| 47 | — | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.6% | +2% | — |
| 48 | — | ISHARES TR | $1.2M | 0.6% | -0% | — |
| 49 |  $LLY | ELI LILLY & Co | $1.2M | 0.6% | +0% | 89.3 |
| 50 |  $WELL | WELLTOWER INC. | $1.2M | 0.6% | +0% | 75.7 |
| 51 | $IVZ | Invesco Ltd. | $1.2M | 0.6% | +5% | — |
| 52 | — | FIRST TR EXCHANGE-TRADED ALP | $1.2M | 0.6% | -2% | — |
| 53 | — | ISHARES TR | $1.2M | 0.6% | +2% | — |
| 54 |  $WT | WisdomTree, Inc. | $1.1M | 0.6% | -1% | 62.9 |
| 55 | — | SELECT SECTOR SPDR TR | $1.1M | 0.6% | +11% | — |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.6% | +3% | 67 |
| 57 |  $WCN | Waste Connections, Inc. | $1.1M | 0.5% | +0% | — |
| 58 | — | VANGUARD ADMIRAL FDS INC | $1.1M | 0.5% | -1% | — |
| 59 | — | ISHARES TR | $1.0M | 0.5% | +5% | — |
| 60 |  $GOOGL | Alphabet Inc. | $1.0M | 0.5% | +0% | 80.2 |
| 61 | — | SPDR SERIES TRUST | $1.0M | 0.5% | -3% | — |
| 62 | — | FLEXSHARES TR | $1.0M | 0.5% | +1% | — |
| 63 | — | ISHARES TR | $980,824 | 0.5% | -2% | — |
| 64 | — | SCHWAB STRATEGIC TR | $978,522 | 0.5% | -4% | — |
| 65 | $IVZ | Invesco Ltd. | $970,827 | 0.5% | -0% | — |
| 66 | $IVZ | Invesco Ltd. | $958,421 | 0.5% | -19% | — |
| 67 | $IVZ | Invesco Ltd. | $951,907 | 0.5% | -6% | — |
| 68 | — | SPDR SERIES TRUST | $937,177 | 0.5% | +7% | — |
| 69 | — | INVESCO EXCHANGE TRADED FD T | $917,362 | 0.4% | +6% | — |
| 70 | — | FIDELITY COMWLTH TR | $892,404 | 0.4% | +0% | — |
| 71 | — | ISHARES TR | $884,711 | 0.4% | +0% | — |
| 72 | — | SELECT SECTOR SPDR TR | $884,104 | 0.4% | +7% | — |
| 73 | — | VANGUARD INDEX FDS | $834,706 | 0.4% | +0% | — |
| 74 | — | VANGUARD ADMIRAL FDS INC | $828,958 | 0.4% | +3% | — |
| 75 | — | FIDELITY COVINGTON TRUST | $800,420 | 0.4% | +28% | — |
| 76 | — | ISHARES TR | $798,499 | 0.4% | +2% | — |
| 77 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $795,534 | 0.4% | +50% | — |
| 78 | — | SPDR SERIES TRUST | $791,211 | 0.4% | -2% | — |
| 79 | — | VANECK ETF TRUST | $775,787 | 0.4% | +0% | — |
| 80 | — | ARK ETF TR | $767,321 | 0.4% | -3% | — |
| 81 | — | SPDR SERIES TRUST | $764,988 | 0.4% | +0% | — |
| 82 | $IVZ | Invesco Ltd. | $748,738 | 0.4% | +2% | — |
| 83 | — | VANECK ETF TRUST | $740,729 | 0.4% | +3% | — |
| 84 | $WT | WisdomTree, Inc. | $735,725 | 0.4% | +0% | 62.9 |
| 85 | — | INVESCO EXCHANGE TRADED FD T | $724,607 | 0.3% | -0% | — |
| 86 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $705,359 | 0.3% | +0% | — |
| 87 | — | ISHARES TR | $703,298 | 0.3% | +1% | — |
| 88 | — | ISHARES TR | $702,705 | 0.3% | +1% | — |
| 89 | — | ISHARES TR | $693,473 | 0.3% | +2% | — |
| 90 | $IVZ | Invesco Ltd. | $684,878 | 0.3% | +5% | — |
| 91 | — | VANGUARD INDEX FDS | $678,606 | 0.3% | +9% | — |
| 92 | — | FIDELITY COVINGTON TRUST | $670,337 | 0.3% | +24% | — |
| 93 |  $RITM | Rithm Capital Corp. | $668,103 | 0.3% | +71% | 52 |
| 94 | — | FIRST TR EXCHANGE-TRADED FD | $664,482 | 0.3% | +0% | — |
| 95 | — | VICTORY PORTFOLIOS II | $661,370 | 0.3% | -2% | — |
| 96 | — | VANGUARD SPECIALIZED FUNDS | $655,073 | 0.3% | -0% | — |
| 97 | — | FIRST TR EXCHANGE-TRADED FD | $651,091 | 0.3% | -4% | — |
| 98 | — | FIRST TR EXCHANGE-TRADED FD | $648,142 | 0.3% | +0% | — |
| 99 | — | ISHARES TR | $647,764 | 0.3% | -3% | — |
| 100 | — | VANGUARD WORLD FD | $639,431 | 0.3% | +6% | — |
| 101 | $IVZ | Invesco Ltd. | $633,361 | 0.3% | +0% | — |
| 102 | — | VANECK ETF TRUST | $632,386 | 0.3% | +60% | — |
| 103 |  $CVX | CHEVRON CORP | $629,390 | 0.3% | +0% | 54.7 |
| 104 | — | VANGUARD INDEX FDS | $611,754 | 0.3% | -0% | — |
| 105 | — | SCHWAB STRATEGIC TR | $608,586 | 0.3% | -3% | — |
| 106 |  $NFLX | NETFLIX INC | $603,918 | 0.3% | +3% | 86.7 |
| 107 | — | FIRST TR EXCHANGE TRADED FD | $600,428 | 0.3% | +22% | — |
| 108 | — | ISHARES TR | $598,572 | 0.3% | +43% | — |
| 109 |  $FLEX | FLEX LTD. | $597,529 | 0.3% | -2% | — |
| 110 | — | SPDR SERIES TRUST | $594,239 | 0.3% | +1% | — |
| 111 |  $BAC | BANK OF AMERICA CORP /DE/ | $589,917 | 0.3% | -1% | 68.4 |
| 112 | — | ISHARES TR | $579,662 | 0.3% | +0% | — |
| 113 | — | ETF SER SOLUTIONS | $578,132 | 0.3% | +88% | — |
| 114 | — | ISHARES TR | $566,062 | 0.3% | +7% | — |
| 115 | — | VANGUARD ADMIRAL FDS INC | $565,920 | 0.3% | +4% | — |
| 116 |  $PG | PROCTER & GAMBLE Co | $557,105 | 0.3% | +0% | 72.9 |
| 117 | $IVZ | Invesco Ltd. | $555,961 | 0.3% | -3% | — |
| 118 | — | FIDELITY COVINGTON TRUST | $547,260 | 0.3% | +19% | — |
| 119 | — | VANGUARD WORLD FD | $543,841 | 0.3% | +5% | — |
| 120 | $IVZ | Invesco Ltd. | $538,253 | 0.3% | -3% | — |
| 121 |  $UDR | UDR, Inc. | $535,717 | 0.3% | +4% | 65.2 |
| 122 |  $AVB | AVALONBAY COMMUNITIES INC | $534,375 | 0.3% | +5% | 57.5 |
| 123 | $IVZ | Invesco Ltd. | $533,075 | 0.3% | +3% | — |
| 124 | — | ISHARES TR | $530,529 | 0.3% | +0% | — |
| 125 | — | SPDR SERIES TRUST | $524,687 | 0.3% | +2% | — |
| 126 | — | ISHARES TR | $505,284 | 0.2% | +15% | — |
| 127 | — | SELECT SECTOR SPDR TR | $489,320 | 0.2% | +2% | — |
| 128 | — | VANGUARD WELLINGTON FD | $477,824 | 0.2% | +13% | — |
| 129 | — | FIDELITY COVINGTON TRUST | $473,953 | 0.2% | -2% | — |
| 130 |  $WMT | Walmart Inc. | $464,478 | 0.2% | +1% | 63.2 |
| 131 | — | ISHARES TR | $448,612 | 0.2% | -2% | — |
| 132 |  $PM | Philip Morris International Inc. | $427,034 | 0.2% | -2% | 80.5 |
| 133 | — | INVESCO EXCHANGE TRADED FD T | $426,592 | 0.2% | +0% | — |
| 134 | $IVZ | Invesco Ltd. | $424,778 | 0.2% | +3% | — |
| 135 | — | SELECT SECTOR SPDR TR | $422,197 | 0.2% | -4% | — |
| 136 | — | VANECK ETF TRUST | $416,756 | 0.2% | -1% | — |
| 137 | — | FIRST TR EXCHANGE TRADED FD | $416,508 | 0.2% | +0% | — |
| 138 | — | GLOBAL X FDS | $414,243 | 0.2% | +34% | — |
| 139 | — | ISHARES TR | $409,245 | 0.2% | +2% | — |
| 140 | — | VANGUARD INDEX FDS | $409,187 | 0.2% | +0% | — |
| 141 | — | FRANKLIN TEMPLETON ETF TR | $409,064 | 0.2% | +4% | — |
| 142 | — | STATE STR SPDR DOW JONES IND | $396,085 | 0.2% | +1% | — |
| 143 | — | ISHARES TR | $394,003 | 0.2% | NEW | — |
| 144 |  $OKLO | Oklo Inc. | $392,505 | 0.2% | +76% | — |
| 145 |  $PSA | Public Storage | $386,275 | 0.2% | -0% | 73.9 |
| 146 |  $NU | Nu Holdings Ltd. | $385,488 | 0.2% | -8% | — |
| 147 | — | FIRST TR EXCHANGE-TRADED FD | $382,000 | 0.2% | +0% | — |
| 148 | $IVZ | Invesco Ltd. | $380,618 | 0.2% | -1% | — |
| 149 |  $SBUX | STARBUCKS CORP | $378,876 | 0.2% | +0% | 54.6 |
| 150 | — | ISHARES TR | $377,314 | 0.2% | +4% | — |
| 151 |  $RACE | Ferrari N.V. | $371,618 | 0.2% | +2% | — |
| 152 | $IVZ | Invesco Ltd. | $365,644 | 0.2% | +1% | — |
| 153 | — | INVESCO EXCHANGE TRADED FD T | $355,292 | 0.2% | -9% | — |
| 154 |  $V | VISA INC. | $348,700 | 0.2% | +3% | 83.5 |
| 155 | — | SCHWAB STRATEGIC TR | $339,352 | 0.2% | +0% | — |
| 156 | — | ISHARES TR | $325,169 | 0.2% | +5% | — |
| 157 | $WT | WisdomTree, Inc. | $320,585 | 0.2% | -2% | 62.9 |
| 158 | — | NEOS ETF TRUST | $317,768 | 0.1% | NEW | — |
| 159 | $IVZ | Invesco Ltd. | $317,628 | 0.1% | -2% | — |
| 160 |  $DIS | Walt Disney Co | $315,861 | 0.1% | -19% | 68.9 |
| 161 | $IVZ | Invesco Ltd. | $309,347 | 0.1% | -3% | — |
| 162 | $IVZ | Invesco Ltd. | $307,316 | 0.1% | +0% | — |
| 163 | — | J P MORGAN EXCHANGE TRADED F | $305,527 | 0.1% | NEW | — |
| 164 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $300,411 | 0.1% | +0% | 60.5 |
| 165 | — | FIRST TR EXCHANGE-TRADED ALP | $294,046 | 0.1% | +0% | — |
| 166 |  $GOOG | Alphabet Inc. | $291,298 | 0.1% | +0% | 80.2 |
| 167 |  $HD | HOME DEPOT, INC. | $287,450 | 0.1% | -5% | 69.2 |
| 168 | $IVZ | Invesco Ltd. | $286,416 | 0.1% | +0% | — |
| 169 |  $MSI | Motorola Solutions, Inc. | $284,608 | 0.1% | +0% | 73.8 |
| 170 | — | SPDR SERIES TRUST | $283,228 | 0.1% | +44% | — |
| 171 | — | INVESCO EXCHANGE TRADED FD T | $277,196 | 0.1% | +0% | — |
| 172 | $IVZ | Invesco Ltd. | $275,778 | 0.1% | +0% | — |
| 173 | — | FIRST TR EXCHANGE-TRADED FD | $271,232 | 0.1% | +0% | — |
| 174 | — | PROSHARES TR | $268,604 | 0.1% | +1% | — |
| 175 | — | ISHARES TR | $261,531 | 0.1% | +12% | — |
| 176 | — | PACER FDS TR | $259,874 | 0.1% | +11% | — |
| 177 |  $UNP | UNION PACIFIC CORP | $257,177 | 0.1% | +0% | 74 |
| 178 |  $ORCL | ORACLE CORP | $255,383 | 0.1% | +9% | 67.2 |
| 179 | — | ISHARES TR | $249,395 | 0.1% | +0% | — |
| 180 |  $ABBV | AbbVie Inc. | $247,069 | 0.1% | +0% | 59.3 |
| 181 | $IVZ | Invesco Ltd. | $244,577 | 0.1% | +0% | — |
| 182 | — | FIRST TR EXCHANGE-TRADED FD | $238,032 | 0.1% | +0% | — |
| 183 | — | VANGUARD WORLD FD | $234,384 | 0.1% | +8% | — |
| 184 | — | VANGUARD WORLD FD | $231,824 | 0.1% | +0% | — |
| 185 | — | SELECT SECTOR SPDR TR | $231,377 | 0.1% | +0% | — |
| 186 | — | VANGUARD ADMIRAL FDS INC | $230,345 | 0.1% | +4% | — |
| 187 | — | INVESCO ACTIVELY MANAGED EXC | $224,554 | 0.1% | +0% | — |
| 188 |  $EMR | EMERSON ELECTRIC CO | $222,734 | 0.1% | +0% | 65.9 |
| 189 | $IVZ | Invesco Ltd. | $222,400 | 0.1% | +1% | — |
| 190 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $216,211 | 0.1% | NEW | — |
| 191 | — | FIRST TR EXCHANGE-TRADED ALP | $215,296 | 0.1% | +0% | — |
| 192 | — | INVESCO EXCH TRADED FD TR II | $213,941 | 0.1% | NEW | — |
| 193 | — | ISHARES TR | $213,395 | 0.1% | +0% | — |
| 194 | — | SPDR SERIES TRUST | $212,827 | 0.1% | +0% | — |
| 195 |  $SPY | SPDR S&P 500 ETF TRUST | $206,745 | 0.1% | -5% | — |
| 196 |  $NET | Cloudflare, Inc. | $206,340 | 0.1% | NEW | 52.6 |
| 197 | — | ARK ETF TR | $203,784 | 0.1% | -7% | — |
| 198 |  $ACHR | Archer Aviation Inc. | $164,742 | 0.1% | +20% | 25 |
| 199 |  $JOBY | Joby Aviation, Inc. | $125,304 | 0.1% | NEW | 28.7 |
| 200 |  $TTEC | TTEC Holdings, Inc. | $36,250 | 0.0% | +0% | 41.6 |
| 201 |  $SGMO | SANGAMO THERAPEUTICS, INC | $5,926 | 0.0% | NEW | 8.8 |
New Positions (8)
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AI-Powered Hedge Fund Analysis: PACIFIC SUN FINANCIAL CORP
13F Pro is an AI hedge fund tracker and stock research platform. For PACIFIC SUN FINANCIAL CORP (SEC CIK: 947517), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PACIFIC SUN FINANCIAL CORP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.