Long-term investor
Pacific Sun Financial Corp. @pacificsunfinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000947517).
Record
- Tracked since 2025-06-30 (434 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +14.3% · 6 months +10.7% · 1 year +18.8% · all +18.8%
- Max drawdown -3.2% · Sharpe 0.84 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- XLK · 3.2% · long · since 2025-06-30
- FDN · 3.1% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- SLYG · 2.5% · long · since 2025-06-30
- PPA · 2.2% · long · since 2025-06-30
- CIBR · 2.2% · long · since 2025-06-30
- XAR · 2.0% · long · since 2025-06-30
- SOXX · 1.7% · long · since 2025-06-30
- 46090E103 · 1.7% · long · since 2025-06-30
- IJT · 1.7% · long · since 2025-06-30
- TSLA · 1.5% · long · since 2025-06-30