← Every investor
Pacific Center for Financial Services Portfolio
$476.6M across 500 positions as of 2026-09-30, with 73% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.2%
-2.3% a year vs the S&P 500
3 years
+16.4%
-4.9% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| QQQInvesco QQQ Trust, Series 1 | $61.4M | 12.9% | 83,057 |
| VICTORY PORTFOLIOS II | $54.4M | 11.4% | 1,091,489 |
| T ROWE PRICE EXCHANGE-TRADED | $54.1M | 11.4% | 1,091,790 |
| VTIVanguard Total Stock Market ETF | $48.1M | 10.1% | 128,554 |
| ISHARES TR | $31.7M | 6.6% | 378,857 |
| VXUSVanguard Total International Stock ETF | $28.1M | 5.9% | 330,451 |
| VOVanguard Mid-Cap ETF | $27.4M | 5.7% | 349,253 |
| IJHiShares Core S&P Mid-Cap ETF | $15.7M | 3.3% | 218,405 |
| MGKVanguard Mega Cap Growth ETF | $15.4M | 3.2% | 166,523 |
| USMViShares MSCI USA Min Vol Factor ETF | $12M | 2.5% | 123,489 |
| MGVVanguard Mega Cap Value ETF | $10.1M | 2.1% | 62,536 |
| AAPLApple Inc | $9.6M | 2.0% | 28,922 |
| MDYSPDR MidCap Trust Series I | $8M | 1.7% | 12,256 |
| VYMVanguard High Dividend Yield ETF | $4.9M | 1.0% | 31,344 |
| SHViShares 0-1 Year Treasury Bond ETF | $4.5M | 0.9% | 40,642 |
| NVDANVIDIA Corp | $3.9M | 0.8% | 17,168 |
| SPLVInvesco S&P 500 Low Volatility ETF | $3.6M | 0.8% | 50,858 |
| BRK.BBerkshire Hathaway Inc | $3.5M | 0.7% | 7,113 |
| CVXChevron Corp | $3.1M | 0.7% | 15,351 |
| VNQVanguard Real Estate ETF | $3M | 0.6% | 33,415 |
| VXFVanguard Extended Market ETF | $2.9M | 0.6% | 12,717 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.9M | 0.6% | 3,757 |
| MSFTMicrosoft Corp | $2.5M | 0.5% | 4,790 |
| SOXXiShares Semiconductor ETF | $2.2M | 0.5% | 3,874 |
| VOOVanguard S&P 500 ETF | $2.2M | 0.5% | 3,097 |
| GOOGAlphabet Inc | $1.7M | 0.4% | 4,972 |
| VVisa Inc | $1.6M | 0.3% | 4,400 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.3% | 2 |
| INVESCO EXCHANGE TRADED FD T | $1.3M | 0.3% | 23,101 |
| PGProcter & Gamble Co | $1.3M | 0.3% | 8,843 |
| GOOGLAlphabet Inc | $1.2M | 0.3% | 3,625 |
| GLDSPDR Gold Shares | $1.2M | 0.3% | 3,175 |
| AMZNAmazon.com Inc | $1.2M | 0.2% | 4,753 |
| IHIiShares U.S. Medical Devices ETF | $1.1M | 0.2% | 21,094 |
| IDViShares International Select Dividend ETF | $1.1M | 0.2% | 25,257 |
| JPMJPMorgan Chase & Co | $1M | 0.2% | 3,128 |
| INVESCO EXCHANGE TRADED FD T | $1M | 0.2% | 19,394 |
| VHTVanguard Health Care ETF | $1M | 0.2% | 3,199 |
| COSTCostco Wholesale Corp | $932.3K | 0.2% | 1,024 |
| IJRiShares Core S&P Small-Cap ETF | $921K | 0.2% | 6,770 |
| XOMExxonmobil Holdings Corp | $884.8K | 0.2% | 5,436 |
| KMIKinder Morgan Inc | $884.6K | 0.2% | 29,342 |
| WFCWells Fargo & Co | $868.5K | 0.2% | 10,850 |
| VLOValero Energy Corp | $852.5K | 0.2% | 2,199 |
| ASML HLDG NV | $842.8K | 0.2% | 465 |
| TAT&T Inc | $820.9K | 0.2% | 33,643 |
| EATON CORP PLC | $804K | 0.2% | 1,871 |
| XMHQInvesco S&P MidCap Quality ETF | $780.4K | 0.2% | 6,989 |
| XLVState Street Health Care Select Sector SPDR ETF | $752.4K | 0.2% | 4,467 |
| JEPIJPMorgan Equity Premium Income ETF | $708.2K | 0.1% | 12,596 |
| JPMORGAN CHASE FINL CO LLC | $700.4K | 0.1% | 20,307 |
| XBIState Street SPDR S&P Biotech ETF | $687.8K | 0.1% | 4,362 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $676.5K | 0.1% | 11,042 |
| AVNET INC | $663.7K | 0.1% | 6,640 |
| SCHDSchwab US Dividend Equity ETF | $658K | 0.1% | 20,227 |
| ICSHISHARES TR | $640.9K | 0.1% | 12,717 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $632.3K | 0.1% | 6,939 |
| CATCaterpillar Inc | $616.3K | 0.1% | 760 |
| DISWalt Disney Co | $609.7K | 0.1% | 5,812 |
| KOCoca-Cola Co | $573.8K | 0.1% | 6,666 |
| XLKState Street Technology Select Sector SPDR ETF | $550.1K | 0.1% | 2,810 |
| METAMeta Platforms Inc | $545.5K | 0.1% | 752 |
| GEGeneral Electric Co | $531.9K | 0.1% | 1,703 |
| JNJJohnson & Johnson | $494.6K | 0.1% | 1,868 |
| VIGVanguard Div Appreciation ETF | $469.7K | 0.1% | 2,013 |
| VANGUARD BD INDEX FDS | $454.7K | 0.1% | 9,177 |
| CCitigroup Inc | $425.9K | 0.1% | 3,289 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $407.8K | 0.1% | 802 |
| PFFiShares Preferred and Income Securities ETF | $402.6K | 0.1% | 13,649 |
| XLEState Street Energy Select Sector SPDR ETF | $388.2K | 0.1% | 6,313 |
| SUSAiShares MSCI USA ESG Select ETF | $375.8K | 0.1% | 2,414 |
| NEENextera Energy Inc | $365.3K | 0.1% | 4,823 |
| VOOGVanguard S&P 500 Growth ETF | $363.1K | 0.1% | 4,248 |
| SMHVanEck Semiconductor ETF | $341.6K | 0.1% | 561 |
| IWFiShares Russell 1000 Growth ETF | $337.2K | 0.1% | 2,692 |
| DVYISHARES TR | $334K | 0.1% | 2,196 |
| VGTVanguard Information Tech ETF | $330.8K | 0.1% | 2,632 |
| PMPhilip Morris International Inc | $304.4K | 0.1% | 1,595 |
| ISHARES TR | $302.4K | 0.1% | 701 |
| MRKMerck & Co Inc | $294.4K | 0.1% | 2,026 |
| BACBank of America Corp | $291.2K | 0.1% | 5,350 |
| INVESCO EXCH TRADED FD TR II | $282.1K | 0.1% | 4,479 |
| VZVerizon Communications Inc | $268.5K | 0.1% | 5,854 |
| EDConsolidated Edison Inc | $255.5K | 0.1% | 2,500 |
| ABBVAbbVie Inc | $244.6K | 0.1% | 935 |
| DLBDolby Laboratories Inc | $242.8K | 0.1% | 4,131 |
| ROSTRoss Stores Inc | $242.3K | 0.1% | 1,038 |
| XLREReal Estate Select Sector SPDR Fund | $237.9K | 0.0% | 5,815 |
| ADPAutomatic Data Processing Inc | $236.1K | 0.0% | 915 |
| LINDE PLC | $234.5K | 0.0% | 494 |
| ARCCAres Capital Corp | $234.3K | 0.0% | 12,266 |
| SUBiShares Short-Term National Muni Bond ETF | $233.1K | 0.0% | 2,230 |
| HACKETFMG Prime Cyber Security ETF | $230.1K | 0.0% | 1,898 |
| SHYiShares 1-3 Year Treasury Bond ETF | $227.1K | 0.0% | 2,797 |
| VBVanguard Small-Cap ETF | $226.4K | 0.0% | 796 |
| PRFInvesco FTSE RAFI US 1000 ETF | $224.9K | 0.0% | 4,131 |
| VOOVVanguard S&P 500 Value ETF | $223K | 0.0% | 1,012 |
| XLFState Street Financial Select Sector SPDR ETF | $220.7K | 0.0% | 4,133 |
| REZiShares Residential and Multisector Real Estate ETF | $216.9K | 0.0% | 2,455 |
| AEPAmerican Electric Power Company Inc | $216.5K | 0.0% | 1,825 |
| NFLXNetflix Inc | $215K | 0.0% | 3,090 |
| SCHBSchwab U.S. Broad Market ETF | $208.9K | 0.0% | 7,128 |
| SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF | $208.2K | 0.0% | 3,333 |
| BKNGBooking Holdings Inc | $203.6K | 0.0% | 1,250 |
| CSCOCisco Systems Inc | $203.4K | 0.0% | 1,890 |
| HONHoneywell International Inc | $188.5K | 0.0% | 893 |
| BANCFIRST CORP | $184.2K | 0.0% | 1,750 |
| BMYBristol-Myers Squibb Co | $178.3K | 0.0% | 2,857 |
| HPEHewlett Packard Enterprise Co | $177.9K | 0.0% | 2,784 |
| VOEVanguard Mid-Cap Value ETF | $171.9K | 0.0% | 879 |
| MCKMcKesson Corp | $166.5K | 0.0% | 195 |
| CPRTCopart Inc | $165.1K | 0.0% | 6,053 |
| DIMENSIONAL ETF TRUST | $165.1K | 0.0% | 3,001 |
| EMREmerson Electric Co | $163.8K | 0.0% | 1,056 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $163.8K | 0.0% | 985 |
| UNHUnitedHealth Group Inc | $163.2K | 0.0% | 445 |
| AMDAdvanced Micro Devices Inc | $159.7K | 0.0% | 261 |
| MOAltria Group Inc | $158.4K | 0.0% | 2,352 |
| ACWViShares MSCI Global Min Vol Factor ETF | $158K | 0.0% | 1,287 |
| VPUVanguard Utilities ETF | $157K | 0.0% | 918 |
| GNRCGenerac Holdings Inc | $152.7K | 0.0% | 738 |
| HDHome Depot Inc | $148.6K | 0.0% | 522 |
| PHYSSprott Physical Gold Trust ETV | $147.1K | 0.0% | 4,705 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $143.8K | 0.0% | 1,430 |
| ORCLOracle Corp | $140.7K | 0.0% | 1,025 |
| HONAHoneywell Aerospace Inc | $138.2K | 0.0% | 892 |
| QCOMQualcomm Inc | $137.3K | 0.0% | 746 |
| ECLEcolab Inc | $137.3K | 0.0% | 500 |
| PFEPfizer Inc | $136.4K | 0.0% | 4,782 |
| QQQMInvesco NASDAQ 100 ETF | $135.2K | 0.0% | 444 |
| BANK OF NY MELLON CORP | $133.3K | 0.0% | 921 |
| WBDWarner Bros Discovery Inc | $132K | 0.0% | 4,265 |
| IBBiShares Nasdaq Biotechnology Index Fund | $131.2K | 0.0% | 623 |
| XLUState Street Utilities Select Sector SPDR ETF | $129.9K | 0.0% | 3,294 |
| TIDAL TRUST I | $128.8K | 0.0% | 2,164 |
| SLViShares Silver Trust | $127.6K | 0.0% | 2,341 |
| UNPUnion Pacific Corp | $126.3K | 0.0% | 464 |
| KEYSKeysight Technologies Inc | $120.5K | 0.0% | 331 |
| INTCIntel Corp | $119.4K | 0.0% | 993 |
| IWBiShares Russell 1000 ETF | $119K | 0.0% | 286 |
| FASTFastenal Co | $118.9K | 0.0% | 2,400 |
| HSYHershey Co | $117.6K | 0.0% | 746 |
| GSGoldman Sachs Group Inc | $112.8K | 0.0% | 125 |
| DTEDTE Energy Co | $112.1K | 0.0% | 920 |
| AMGNAmgen Inc | $111.5K | 0.0% | 264 |
| INVESCO EXCHANGE TRADED FD T | $111.5K | 0.0% | 5,080 |
| AXPAmerican Express Co | $111K | 0.0% | 365 |
| DLRDigital Realty Trust Inc | $107.1K | 0.0% | 610 |
| DFIVDimensional International Value ETF | $107K | 0.0% | 1,916 |
| TECHBio-Techne Corp | $107K | 0.0% | 1,476 |
| ZBRAZebra Technologies Corp | $106.8K | 0.0% | 286 |
| AAgilent Technologies Inc | $101.7K | 0.0% | 590 |
| GEVGE Vernova Inc | $100.8K | 0.0% | 106 |
| CMCSAComcast Corp | $100.4K | 0.0% | 4,614 |
| USBUS Bancorp | $98.9K | 0.0% | 1,712 |
| VFHVanguard Financials ETF | $98.6K | 0.0% | 758 |
| IWMiShares Russell 2000 Index Fund | $97.5K | 0.0% | 351 |
| SPDR SERIES TRUST | $96.6K | 0.0% | 1,580 |
| NVENT ELEC PLC | $96.2K | 0.0% | 600 |
| VAREX IMAGING CORP | $95.6K | 0.0% | 5,180 |
| PSAPublic Storage | $95K | 0.0% | 336 |
| GILDGilead Sciences, Inc | $91.5K | 0.0% | 614 |
| PHOInvesco Water Resources ETF | $91.2K | 0.0% | 1,345 |
| BABoeing Co | $88.2K | 0.0% | 474 |
| VODVodafone Group PLC | $87.7K | 0.0% | 5,433 |
| HPQHP Inc | $87.1K | 0.0% | 2,784 |
| DCIDonaldson Company Inc | $87K | 0.0% | 1,000 |
| SCHFSchwab International Equity ETF | $86.6K | 0.0% | 3,152 |
| CMGChipotle Mexican Grill Inc | $86.3K | 0.0% | 2,700 |
| IUSGiShares Core S&P U.S. Growth ETF | $85.6K | 0.0% | 442 |
| XLIState Street Industrial Select Sector SPDR ETF | $85.2K | 0.0% | 510 |
| AKREAkre Focus ETF | $84.2K | 0.0% | 1,598 |
| VANGUARD WELLINGTON FD | $83.8K | 0.0% | 556 |
| VEAVanguard FTSE Developed Markets ETF | $83.4K | 0.0% | 1,181 |
| BMIBadger Meter Inc | $83.1K | 0.0% | 673 |
| IBMInternational Business Machines Corp | $82.9K | 0.0% | 377 |
| SSGA ACTIVE TR | $80.3K | 0.0% | 1,733 |
| TGTTarget Corp | $79.8K | 0.0% | 509 |
| ISHARES TR | $78.8K | 0.0% | 1,617 |
| IUSViShares Core S&P U.S. Value ETF | $78.2K | 0.0% | 709 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $76.6K | 0.0% | 704 |
| VUGVanguard Growth ETF | $75.2K | 0.0% | 834 |
| UNMUnum Group | $74.4K | 0.0% | 848 |
| VTVVanguard Value ETF | $74.1K | 0.0% | 343 |
| LISTED FDS TR | $73.2K | 0.0% | 978 |
| SP FUNDS TRUST | $72.1K | 0.0% | 2,154 |
| CARNIVAL CORP LTD | $71.5K | 0.0% | 2,912 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $70.7K | 0.0% | 1,404 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $69.4K | 0.0% | 673 |
| MCDMcDonald's Corp | $67.4K | 0.0% | 292 |
| BABAAlibaba Group Holding Ltd | $65.7K | 0.0% | 611 |
| SPMBSPDR Portfolio Mortgage Backed Bond ETF | $65.6K | 0.0% | 3,103 |
| GRANITESHARES ETF TR | $65K | 0.0% | 2,333 |
| MMM3M Co | $60.7K | 0.0% | 370 |
| ESGVVanguard ESG U.S. Stock ETF | $60.3K | 0.0% | 445 |
| CHRWCH Robinson Worldwide Inc | $59.2K | 0.0% | 400 |
| PCGPG&E Corp | $58.6K | 0.0% | 4,787 |
| FIRST TR EXCHANGE-TRADED FD | $57.9K | 0.0% | 538 |
| SBUXStarbucks Corp | $57.4K | 0.0% | 611 |
| DEDeere & Co | $57.1K | 0.0% | 85 |
| DIMENSIONAL ETF TRUST | $57K | 0.0% | 736 |
| VRTVertiv Holdings Co | $56.8K | 0.0% | 235 |
| PHParker-Hannifin Corp | $56.4K | 0.0% | 59 |
| DTMDT Midstream Inc | $54.8K | 0.0% | 459 |
| CRMSalesforce Inc | $54.4K | 0.0% | 237 |
| LISTED FDS TR | $53.3K | 0.0% | 1,448 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $52.9K | 0.0% | 1,938 |
| EEMiShares MSCI Emerging Index Fund | $52.7K | 0.0% | 789 |
| VRTXVertex Pharmaceuticals Inc | $52.3K | 0.0% | 100 |
| TSLATesla Inc | $51.8K | 0.0% | 146 |
| IJSiShares S&P SmallCap 600 Value ETF | $51.2K | 0.0% | 400 |
| BSVVanguard Short-Term Bond ETF | $51.1K | 0.0% | 668 |
| INVESCO EXCHANGE TRADED FD T | $50.5K | 0.0% | 3,967 |
| ICLNiShares Global Clean Energy ETF | $50K | 0.0% | 2,941 |
| ACCENTURE PLC IRELAND | $48.8K | 0.0% | 266 |
| WMTWalmart Inc | $47.9K | 0.0% | 461 |
| IWRiShares Russell Mid-Cap ETF | $47.8K | 0.0% | 448 |
| EVRGEvergy Inc | $46.9K | 0.0% | 598 |
| PNWPinnacle West Capital Corp | $46.5K | 0.0% | 500 |
| FXIISHARES TR | $45.6K | 0.0% | 1,341 |
| SNDKSandisk Corp | $45.2K | 0.0% | 26 |
| SCHVSchwab U.S. Large-Cap Value ETF | $39.8K | 0.0% | 1,196 |
| UPSUnited Parcel Service Inc | $39.7K | 0.0% | 425 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $39.7K | 0.0% | 875 |
| RTXRTX Corp | $39.5K | 0.0% | 213 |
| ALKAlaska Air Group Inc | $38.7K | 0.0% | 1,000 |
| ETEnergy Transfer LP | $38K | 0.0% | 1,920 |
| PRUPrudential Financial Inc | $37.3K | 0.0% | 328 |
| AVGOBroadcom Inc | $36.9K | 0.0% | 105 |
| ABTAbbott Laboratories | $36.6K | 0.0% | 370 |
| WDCWestern Digital Corp | $36.4K | 0.0% | 80 |
| KIMKimco Realty Corp | $36.1K | 0.0% | 1,626 |
| EPDEnterprise Products Partners L.P | $35.6K | 0.0% | 1,000 |
| PEPPepsiCo Inc | $35.5K | 0.0% | 280 |
| MFCManulife Financial Corp | $34.8K | 0.0% | 817 |
| CSQCalamos Strategic Total Return Fund | $34.5K | 0.0% | 1,692 |
| LLYEli Lilly and Co | $33.6K | 0.0% | 29 |
| CSXCSX Corp | $33.5K | 0.0% | 720 |
| SPDR SERIES TRUST | $32.3K | 0.0% | 61 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $32.1K | 0.0% | 398 |
| DELLDell Technologies Inc | $31.7K | 0.0% | 59 |
| VWOVanguard FTSE Emerging Markets ETF | $31.2K | 0.0% | 526 |
| EMEEMCOR Group Inc | $30.9K | 0.0% | 41 |
| IEFAiShares Core MSCI EAFE ETF | $30.4K | 0.0% | 314 |
| WDAYWorkday Inc | $29.9K | 0.0% | 157 |
| VTVanguard Total World Stock Index ETF | $29.9K | 0.0% | 189 |
| IYFiShares U.S. Financial ETF | $29.7K | 0.0% | 236 |
| SNASnap-On Inc | $29.1K | 0.0% | 80 |
| SPDR SERIES TRUST | $29K | 0.0% | 437 |
| PLDPrologis Inc | $29K | 0.0% | 223 |
| ASTRAZENECA PLC | $28.3K | 0.0% | 175 |
| METMetLife Inc | $26.9K | 0.0% | 286 |
| INVESCO EXCHANGE TRADED FD T | $26.2K | 0.0% | 707 |
| SRESempra | $26K | 0.0% | 334 |
| FIRST TR EXCHANGE-TRADED FD | $25.3K | 0.0% | 525 |
| LUVSouthwest Airlines Co | $25.3K | 0.0% | 607 |
| CHEESECAKE FACTORY INC | $25.2K | 0.0% | 239 |
| XTISHARES TR | $24.9K | 0.0% | 298 |
| AFLAflac Inc | $24.6K | 0.0% | 220 |
| WPMWheaton Precious Metals Corp | $24.5K | 0.0% | 183 |
| ISHARES TR | $24.3K | 0.0% | 546 |
| FFord Motor Co | $24.3K | 0.0% | 2,013 |
| SNAPSnap Inc | $24K | 0.0% | 4,436 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $23.8K | 0.0% | 997 |
| MAMastercard Inc | $23.7K | 0.0% | 43 |
| SPHQInvesco S&P 500 Quality ETF | $23.7K | 0.0% | 282 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $23.6K | 0.0% | 449 |
| ESSEssex Property Trust Inc | $23.5K | 0.0% | 87 |
| ISHARES TR | $23.5K | 0.0% | 555 |
| EQIXEquinix Inc | $23.3K | 0.0% | 23 |
| DASHDoorDash Inc | $22.9K | 0.0% | 125 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $22.4K | 0.0% | 204 |
| IAGGiShares International Aggregate Bond Fund | $22.3K | 0.0% | 454 |
| IEMGiShares Core MSCI Emerging Markets ETF | $21.8K | 0.0% | 269 |
| COFCapital One Financial Corp | $21.5K | 0.0% | 111 |
| CVSCVS Health Corp | $21.4K | 0.0% | 250 |
| PEGPublic Service Enterprise Group Inc | $21.1K | 0.0% | 314 |
| TJXTJX Companies Inc | $20.5K | 0.0% | 155 |
| SCHHSchwab U.S. REIT ETF | $20.5K | 0.0% | 929 |
| ISHARES TR | $20.4K | 0.0% | 260 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $20.4K | 0.0% | 148 |
| MARMarriott International Inc | $20K | 0.0% | 56 |
| XLCThe Communication Services Select Sector SPDR Fund | $20K | 0.0% | 180 |
| SPGSimon Property Group Inc | $19.9K | 0.0% | 99 |
| ROKURoku Inc | $19.8K | 0.0% | 130 |
| FULH.B. Fuller Company | $19.8K | 0.0% | 400 |
| LRCXLam Research Corp | $19.7K | 0.0% | 60 |
| HWMHowmet Aerospace Inc | $19.2K | 0.0% | 85 |
| YUMYum! Brands Inc | $19.1K | 0.0% | 140 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $19K | 0.0% | 212 |
| MDLZMondelez International Inc | $19K | 0.0% | 329 |
| MPWRMonolithic Power Systems Inc | $18.9K | 0.0% | 14 |
| SKHYSK Hynix Inc | $18.4K | 0.0% | 100 |
| AWKAmerican Water Works Co Inc | $18.1K | 0.0% | 140 |
| GBTCGrayscale Bitcoin Trust (Btc) | $18.1K | 0.0% | 280 |
| ARKGARK ETF TR | $18K | 0.0% | 332 |
| FITBFifth Third Bancorp | $17.7K | 0.0% | 350 |
| NVSNovartis AG | $17.5K | 0.0% | 123 |
| TSCOTractor Supply Co | $17.2K | 0.0% | 550 |
| RIVNRivian Automotive Inc | $17.2K | 0.0% | 1,150 |
| INVESCO EXCH TRADED FD TR II | $16.7K | 0.0% | 381 |
| DVNDevon Energy Corp | $16.6K | 0.0% | 360 |
| NKENike Inc | $16.3K | 0.0% | 461 |
| STWDStarwood Property Trust Inc | $16.2K | 0.0% | 1,200 |
| CRCrane Co | $16.1K | 0.0% | 79 |
| SILGLOBAL X FDS | $16.1K | 0.0% | 187 |
| OKEONEOK Inc | $15.6K | 0.0% | 183 |
| PAGPPlains GP Holdings LP | $15.5K | 0.0% | 600 |
| APHAmphenol Corp | $15.5K | 0.0% | 184 |
| PSKYParamount Skydance Corp | $15.2K | 0.0% | 1,469 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $15K | 0.0% | 122 |
| HLTHilton Worldwide Holdings Inc | $15K | 0.0% | 47 |
| ISHARES TR | $14.6K | 0.0% | 79 |
| RSPInvesco S&P 500 Equal Weight ETF | $14.6K | 0.0% | 70 |
| LXPLXP Industrial Trust | $14.6K | 0.0% | 239 |
| NWSANews Corp | $14.5K | 0.0% | 505 |
| LOWLowe's Companies Inc | $14.4K | 0.0% | 78 |
| FBINFortune Brands Innovations Inc | $14.3K | 0.0% | 375 |
| FBTFirst Trust Amex Biotech Index Fund | $14.3K | 0.0% | 52 |
| PGRProgressive Corp | $14.1K | 0.0% | 68 |
| VOTVanguard Mid-Cap Growth ETF | $14K | 0.0% | 48 |
| MRVLMarvell Technology Inc | $13.7K | 0.0% | 52 |
| NVONovo Nordisk A/S | $13.3K | 0.0% | 350 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $13K | 0.0% | 128 |
| SOLSSolstice Advanced Materials Inc | $12.9K | 0.0% | 229 |
| WTSWatts Water Technologies Inc | $12.8K | 0.0% | 36 |
| TRGPTarga Resources Corp | $12.2K | 0.0% | 45 |
| KRKroger Co | $12.1K | 0.0% | 206 |
| RYRoyal Bank of Canada | $11.8K | 0.0% | 60 |
| EIXEdison International | $11.7K | 0.0% | 218 |
| FCELFuelcell Energy Inc | $11.5K | 0.0% | 703 |
| INVHInvitation Homes Inc | $11.5K | 0.0% | 438 |
| AMTAmerican Tower Corp | $11.5K | 0.0% | 70 |
| HRBH & R Block Inc | $11.4K | 0.0% | 280 |
| TRANE TECHNOLOGIES PLC | $11.3K | 0.0% | 25 |
| WESTAMERICA BANCORPORATION | $11.1K | 0.0% | 190 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $10.9K | 0.0% | 246 |
| QTUMDefiance Quantum ETF | $10.8K | 0.0% | 71 |
| CTVACorteva Inc | $10.6K | 0.0% | 136 |
| WMWaste Management Inc | $10.5K | 0.0% | 52 |
| DDominion Energy Inc | $10.2K | 0.0% | 168 |
| ENTGEntegris Inc | $10K | 0.0% | 65 |
| QLYSQualys Inc | $9.7K | 0.0% | 52 |
| BXMTBlackstone Mortgage Trust Inc | $9.7K | 0.0% | 850 |
| TDYTeledyne Technologies Inc | $9.7K | 0.0% | 16 |
| DEODiageo PLC | $9.7K | 0.0% | 113 |
| MTUMiShares MSCI USA Momentum Factor ETF | $9.5K | 0.0% | 30 |
| FDXFedEx Corp | $9.4K | 0.0% | 33 |
| RJFRaymond James Financial Inc | $9.2K | 0.0% | 58 |
| PWRQuanta Services Inc | $9K | 0.0% | 14 |
| BAXBaxter International Inc | $8.9K | 0.0% | 371 |
| DHRDanaher Corp | $8.9K | 0.0% | 40 |
| NETSCOUT SYS INC | $8.8K | 0.0% | 220 |
| ULTAUlta Beauty Inc | $8.7K | 0.0% | 16 |
| TTWOTake-Two Interactive Software Inc | $8.7K | 0.0% | 42 |
| ISRGIntuitive Surgical Inc | $8.5K | 0.0% | 21 |
| LNCLincoln National Corp | $8.5K | 0.0% | 210 |
| SOLVSolventum Corp | $8.1K | 0.0% | 92 |
| ARKKARK Innovation ETF | $8.1K | 0.0% | 91 |
| PLTRPalantir Technologies Inc | $8K | 0.0% | 43 |
| GEHCGE Healthcare Technologies Inc | $8K | 0.0% | 122 |
| WHWyndham Hotels & Resorts Inc | $7.9K | 0.0% | 110 |
| DFA INVT DIMENSIONS GROUP IN | $7.7K | 0.0% | 184 |
| CRLCharles River Laboratories International Inc | $7.7K | 0.0% | 26 |
| MTDMettler-toledo International Inc | $7.6K | 0.0% | 5 |
| RMDResmed Inc | $7.5K | 0.0% | 34 |
| DIODDiodes Inc | $7.5K | 0.0% | 77 |
| IPInternational Paper Co | $7.3K | 0.0% | 220 |
| SPDR SERIES TRUST | $7.1K | 0.0% | 40 |
| WSTWest Pharmaceutical Services Inc | $7K | 0.0% | 19 |
| SAIASaia Inc | $7K | 0.0% | 21 |
| TNLTravel + Leisure Co | $6.8K | 0.0% | 110 |
| ISHARES TR | $6.8K | 0.0% | 166 |
| STERIS PLC | $6.7K | 0.0% | 32 |
| NOWServiceNow Inc | $6.7K | 0.0% | 50 |
| PAYCPaycom Software Inc | $6.5K | 0.0% | 30 |
| CHDChurch & Dwight Co Inc | $6.5K | 0.0% | 69 |
| ORLYO'Reilly Automotive Inc | $6.4K | 0.0% | 75 |
| INVESCO EXCH TRADED FD TR II | $6.4K | 0.0% | 379 |
| GPCGenuine Parts Co | $6.3K | 0.0% | 50 |
| PPLPPL Corp | $6.3K | 0.0% | 190 |
| DESTINY TECH100 INC | $6.2K | 0.0% | 200 |
| RHPRyman Hospitality Properties Inc | $6.1K | 0.0% | 51 |
| AGGiShares Core U.S. Aggregate Bond ETF | $6K | 0.0% | 63 |
| INVESCO EXCHANGE TRADED FD T | $5.9K | 0.0% | 204 |
| SNOWSnowflake Inc | $5.8K | 0.0% | 17 |
| YUMCYum China Holdings Inc | $5.8K | 0.0% | 140 |
| DECKDeckers Outdoor Corp | $5.6K | 0.0% | 72 |
| ADIAnalog Devices Inc | $5.6K | 0.0% | 14 |
| GSKGSK plc | $5.5K | 0.0% | 115 |
| TMOThermo Fisher Scientific Inc | $5.4K | 0.0% | 8 |
| VSNTVersant Media Group Inc | $5.4K | 0.0% | 170 |
| DIMENSIONAL ETF TRUST | $5.2K | 0.0% | 137 |
| MRNAModerna Inc | $4.6K | 0.0% | 24 |
| MSTRStrategy Inc | $4.6K | 0.0% | 30 |
| ITAiShares U.S. Aerospace & Defense ETF | $4.4K | 0.0% | 21 |
| KKRKKR & Co Inc | $4.3K | 0.0% | 47 |
| AVSCAvantis U.S Small Cap Equity ETF | $4.3K | 0.0% | 62 |
| QQnity Electronics Inc | $4.3K | 0.0% | 34 |
| INVAInnoviva Inc | $4.2K | 0.0% | 200 |
| BAHBooz Allen Hamilton Holding Corp | $4.2K | 0.0% | 60 |
| MCOMoody's Corp | $4.1K | 0.0% | 9 |
| AVEMAvantis Emerging Markets Equity ETF | $4K | 0.0% | 43 |
| UBERUber Technologies Inc | $4K | 0.0% | 58 |
| SKYYFirst Trust Cloud Computing ETF | $3.9K | 0.0% | 24 |
| UALUnited Airlines Holdings Inc | $3.9K | 0.0% | 35 |
| COOCooper Companies Inc | $3.8K | 0.0% | 68 |
| MGMMGM Resorts International | $3.8K | 0.0% | 123 |
| MSCIMSCI Inc | $3.8K | 0.0% | 7 |
| SPCXSpace Exploration Technologies Corp | $3.6K | 0.0% | 24 |
| ISHARES TR | $3.3K | 0.0% | 63 |
| DIMENSIONAL ETF TRUST | $3.3K | 0.0% | 98 |
| BXBlackstone Inc | $3.3K | 0.0% | 29 |
| SNPSSynopsys Inc | $3K | 0.0% | 7 |
| SYKStryker Corp | $3K | 0.0% | 11 |
| 4D MOLECULAR THERAPEUTICS IN | $3K | 0.0% | 207 |
| POOLPool Corp | $2.9K | 0.0% | 18 |
| DDDupont De Nemours Inc | $2.9K | 0.0% | 22 |
| CARRCarrier Global Corp | $2.7K | 0.0% | 50 |
| SHOPShopify Inc | $2.7K | 0.0% | 18 |
| NORTH EUROPEAN OIL RTY TR | $2.7K | 0.0% | 312 |
| DXCDXC Technology Co | $2.6K | 0.0% | 239 |
| VICTORY PORTFOLIOS II | $2.5K | 0.0% | 35 |
| AREAlexandria Real Estate Equities, Inc | $2.4K | 0.0% | 51 |
| SBACSBA Communications Corp | $2.4K | 0.0% | 15 |
| WSMWilliams-Sonoma Inc | $2.4K | 0.0% | 10 |
| NOKNokia Oyj | $2.3K | 0.0% | 231 |
| TEAMAtlassian Corp | $2.3K | 0.0% | 13 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $2.3K | 0.0% | 35 |
| BSXBoston Scientific Corp | $2.2K | 0.0% | 51 |
| BPBP PLC | $2.2K | 0.0% | 50 |
| BYDBoyd Gaming Corp | $1.9K | 0.0% | 29 |
| ALGTAllegiant Travel Co | $1.9K | 0.0% | 25 |
| DOWDow Inc | $1.9K | 0.0% | 68 |
| KHCKraft Heinz Co | $1.8K | 0.0% | 81 |
| BMRNBioMarin Pharmaceutical Inc | $1.8K | 0.0% | 30 |
| FEDEX FGHT HLDG CO INC | $1.8K | 0.0% | 16 |
| GAPGap Inc | $1.7K | 0.0% | 75 |
| INVESCO EXCH TRADED FD TR II | $1.7K | 0.0% | 38 |
| VFCVF Corp | $1.7K | 0.0% | 120 |
| ADBEAdobe Inc | $1.7K | 0.0% | 7 |
| OTISOtis Worldwide Corp | $1.6K | 0.0% | 25 |
| BROSDutch Bros Inc | $1.6K | 0.0% | 41 |
| VIVMARK RESIDENTIAL | $1.6K | 0.0% | 26 |
| ALCON AG | $1.6K | 0.0% | 24 |
| REZIResideo Technologies Inc | $1.5K | 0.0% | 85 |
| WHRWhirlpool Corp | $1.5K | 0.0% | 50 |
| MMacy's Inc | $1.5K | 0.0% | 67 |
| SCHWAB STRATEGIC TR | $1.3K | 0.0% | 40 |
| GTXGarrett Motion Inc | $1.3K | 0.0% | 51 |
| HLNHaleon PLC | $1.3K | 0.0% | 144 |
| ORealty Income Corp | $1.2K | 0.0% | 23 |
| SPDR INDEX SHS FDS | $1.2K | 0.0% | 47 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $1.2K | 0.0% | 32 |
| AIGAmerican International Group Inc | $1.1K | 0.0% | 15 |
| LUMNLumen Technologies Inc | $1.1K | 0.0% | 198 |
| XPLR INFRASTRUCTURE LP | $1.1K | 0.0% | 101 |
| NORWOOD FINANCIAL CORP | $1K | 0.0% | 31 |
| STURM RUGER & CO INC | $1K | 0.0% | 24 |
| OXYOccidental Petroleum Corp | $1K | 0.0% | 18 |
| DEUTSCHE BK AG | $898 | 0.0% | 25 |
| LULULululemon Athletica Inc | $866 | 0.0% | 9 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $860 | 0.0% | 11 |
| SMRNuscale Power Corp | $790 | 0.0% | 100 |
| ADI GLOBAL DISTR INC | $753 | 0.0% | 42 |
| GMGeneral Motors Co | $693 | 0.0% | 9 |
| AIC3.ai Inc | $682 | 0.0% | 62 |
| SLVMSylvamo Corp | $654 | 0.0% | 20 |
| ALLYAlly Financial Inc | $581 | 0.0% | 15 |
| VLTOVeralto Corp | $566 | 0.0% | 6 |
| CALLAWAY GOLF CO | $494 | 0.0% | 35 |
| FTVFortive Corp | $494 | 0.0% | 9 |
| AIVApartment Investment and Management Co | $490 | 0.0% | 247 |
| TMUST-Mobile US Inc | $490 | 0.0% | 3 |
| ADEIA INC | $436 | 0.0% | 17 |
| JBTMJBT Marel Corp | $423 | 0.0% | 4 |
| XYZBlock Inc | $368 | 0.0% | 5 |
| GRAB HOLDINGS LIMITED | $358 | 0.0% | 115 |
| RARE EARTHS AMERICAS INC | $354 | 0.0% | 35 |
| CHTRCharter Communications Inc | $333 | 0.0% | 3 |
| HIMSHims & Hers Health Inc | $328 | 0.0% | 11 |
| KDKyndryl Holdings Inc | $327 | 0.0% | 29 |
| STAGSTAG Industrial Inc | $323 | 0.0% | 9 |
| AEGAegon Ltd | $311 | 0.0% | 36 |
| ROGRogers Corp | $306 | 0.0% | 2 |
| OGNOrganon & Co | $302 | 0.0% | 22 |
| BHFBrighthouse Financial Inc | $300 | 0.0% | 6 |
| WABWestinghouse Air Brake Technologies Corp | $288 | 0.0% | 1 |
| DKNGDraftKings Inc. - Class A Common Stock | $228 | 0.0% | 12 |
| REXRRexford Industrial Realty Inc | $218 | 0.0% | 6 |
| VTRSViatris Inc | $213 | 0.0% | 12 |
| MSIMotorola Solutions Inc | $209 | 0.0% | 0 |
| RALRalliant Corp | $208 | 0.0% | 3 |
| ELVElevance Health Inc | $188 | 0.0% | 0 |
| TDCTeradata Corp | $174 | 0.0% | 6 |
| COLBColumbia Banking System Inc | $172 | 0.0% | 6 |
| OLLIOllie's Bargain Outlet Holdings Inc | $172 | 0.0% | 2 |
| SAVERS VALUE VLG INC | $139 | 0.0% | 15 |
| NCR ATLEOS CORPORATION | $136 | 0.0% | 3 |
| VNTVontier Corp | $95 | 0.0% | 3 |
Quarter ending 2026-09-30.
Follow Pacific Center for Financial Services by email
Pacific Center for Financial Services's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.