Guerra Pan Advisors, Llc Portfolio Stock Holdings

Guerra Pan Advisors, Llc disclosed 121 stock positions valued at approximately $161.7 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, BROADCOM INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
121
Portfolio Value
$161.7M
Holdings by Sector
Guerra Pan Advisors, Llc Portfolio Holdings in Q1 2026

120 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology7.47%69,268-475-0.68%$12,080,339
BROADCOM INCAVGOTechnology5.56%29,052+728+2.57%$8,991,885
ALPHABET INCGOOGLCommunication Services5.07%28,528+10+0.04%$8,203,512
ISHARES TRUSMVOther3.97%69,207+1,288+1.90%$6,418,236
ALPHABET INCGOOGCommunication Services3.79%21,384-112-0.52%$6,134,214
SCHWAB STRATEGIC TRSCHAOther3.56%197,876-2,641-1.32%$5,754,234
JPMORGAN CHASE & COJPMFinancial Services3.32%18,273+108+0.59%$5,375,186
SELECT SECTOR SPDR TRXLIOther3.06%30,572-238-0.77%$4,944,410
CROWDSTRIKE HLDGS INCCRWDTechnology2.92%12,102-88-0.72%$4,724,742
ISHARES TRMTUMOther2.80%18,880-153-0.80%$4,530,990
APPLE INCAAPLTechnology2.67%17,022+707+4.33%$4,320,013
ASML HLDG NVASMLOther2.53%3,102-15-0.48%$4,097,215
SCHWAB STRATEGIC TRSCHGOther2.33%129,035-3,267-2.47%$3,758,790
MICROSOFT CORPMSFTTechnology2.18%9,514+184+1.97%$3,521,797
CATERPILLAR INCCATIndustrials1.99%4,533-16-0.35%$3,211,449
BOEING COBAIndustrials1.84%14,925+151+1.02%$2,970,523
CADENCE DESIGN SYSTEM INCCDNSTechnology1.69%9,809-533-5.15%$2,725,627
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.60%5,389--$2,582,409
ARISTA NETWORKS INCANETOther1.48%19,460+75+0.39%$2,389,299
AMAZON COM INCAMZNConsumer Cyclical1.38%10,690-64-0.60%$2,226,406
ISHARES TRIGVOther1.36%27,525-503-1.79%$2,203,376
VISA INCVFinancial Services1.32%7,036--$2,126,561
TRANSDIGM GROUP INCTDGIndustrials1.15%1,602-7-0.44%$1,856,654
DELTA AIR LINES INCDALIndustrials1.14%27,658+219+0.80%$1,838,704
LOCKHEED MARTIN CORPLMTIndustrials1.11%2,982--$1,802,291
FIRST TR EXCHANGE-TRADED FDFDNOther1.11%7,636-40-0.52%$1,787,053
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.00%3,301--$1,622,541
FIRST TR EXCHANGE TRADED FDAIRROther0.95%13,879+342+2.53%$1,537,516
HONEYWELL INTL INCHONIndustrials0.90%6,442--$1,456,085
UBER TECHNOLOGIES INCUBERTechnology0.87%19,615-115-0.58%$1,410,907
XPO INCXPOIndustrials0.79%6,536+625+10.57%$1,271,579
JANUS DETROIT STR TRJSMLOther0.76%17,510-166-0.94%$1,226,218
MERCK & CO INCMRKHealthcare0.74%9,926--$1,193,999
SERVICENOW INCNOWTechnology0.72%11,112-58-0.52%$1,161,760
NETEASE COM INCNTESCommunication Services0.66%9,555--$1,069,587
ISHARES TRDVYOther0.66%7,058-125-1.74%$1,068,652
SALESFORCE INCCRMTechnology0.65%5,654-25-0.44%$1,055,432
INTUITIVE SURGICAL INCISRGHealthcare0.60%2,121-15-0.70%$977,760
LAM RESEARCH CORPLRCXOther0.60%4,520--$965,743
ABBVIE INCABBVHealthcare0.59%4,379+148+3.50%$952,389
SPDR SERIES TRUSTXBIOther0.57%7,257-57-0.78%$926,937
ISHARES TRIJTOther0.52%5,814-172-2.87%$841,344
GENERAL MTRS COGMConsumer Cyclical0.49%10,654-127-1.18%$793,723
MASTERCARD INCORPORATEDMAFinancial Services0.49%1,584--$791,461
CORNING INCGLWTechnology0.47%5,614+36+0.65%$763,336
NEXTERA ENERGY INCNEEUtilities0.46%8,049--$747,591
EATON VANCE ENHANCED EQUITYEOIFinancial Services0.46%39,565--$743,031
VERTIV HOLDINGS COVRTIndustrials0.45%2,930--$734,199
SPDR SERIES TRUSTXAROther0.44%2,790+27+0.98%$708,586
ALLSTATE CORPALLFinancial Services0.43%3,383-43-1.26%$701,431
CHECK POINT SOFTWARE TECH LTCHKPOther0.43%4,859-54-1.10%$694,108
DOVER CORPDOVIndustrials0.43%3,320--$692,054
UNION PAC CORPUNPIndustrials0.42%2,817--$683,461
ZSCALER INCZSTechnology0.42%4,837-162-3.24%$678,583
ON SEMICONDUCTOR CORPONTechnology0.41%10,757--$666,073
PROCTER & GAMBLE COPGConsumer Defensive0.41%4,557+120+2.70%$658,213
ISHARES TRIHIOther0.39%11,962--$638,173
ISHARES TRIJKOther0.38%6,162-447-6.76%$620,026
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.36%4,613-20-0.43%$578,747
ADVANCED MICRO DEVICES INCAMDTechnology0.35%2,804--$570,418
NEW YORK TIMES CO MTN BENYTCommunication Services0.34%6,624--$554,628
RTX CORPORATIONRTXIndustrials0.34%2,859--$551,501
MORGAN STANLEYMSFinancial Services0.33%3,239--$533,042
ISHARES TRVLUEOther0.32%3,611-60-1.63%$513,448
INVESCO EXCH TRADED FD TR IISPLVOther0.31%6,863-150-2.14%$501,960
ISHARES TRIWFOther0.31%1,174--$500,594
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.29%478--$476,294
ISHARES TRIEFOther0.28%4,795+4,795+100.00%$457,661
ISHARES INCEZUOther0.28%7,174-51-0.71%$449,379
JOHNSON & JOHNSONJNJHealthcare0.27%1,776--$434,125
ISHARES TRQUALOther0.26%2,203--$422,557
FIDELITY MERRIMACK STR TRFBNDOther0.26%9,067+9,067+100.00%$413,619
SPDR SERIES TRUSTKREOther0.25%6,219--$405,168
TE CONNECTIVITY PLCTELOther0.24%1,879--$392,749
ANALOG DEVICES INCADITechnology0.23%1,187+325+37.70%$377,632
SPDR SERIES TRUSTXSDOther0.23%1,145--$373,407
INTERNATIONAL BUSINESS MACHSIBMTechnology0.22%1,478--$358,252
STRYKER CORPORATIONSYKHealthcare0.22%1,073-46-4.11%$352,577
ISHARES TRMUBOther0.21%3,250+3,250+100.00%$345,034
ELI LILLY & COLLYHealthcare0.21%374--$343,994
J P MORGAN EXCHANGE TRADED FJPSTOther0.21%6,776-500-6.87%$342,933
BROOKFIELD CORPBNFinancial Services0.21%8,370--$338,734
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.21%80--$336,826
HUBSPOT INCHUBSTechnology0.21%1,373-19-1.36%$335,149
ISHARES TRSUSAOther0.21%2,525--$333,553
KINSALE CAP GROUP INCKNSLFinancial Services0.21%971--$331,752
GOLDMAN SACHS GROUP INCGSFinancial Services0.19%360+110+44.00%$304,556
ISHARES TRIMTMOther0.19%6,287--$301,902
ISHARES TRIEFAOther0.19%3,322+241+7.82%$300,741
ELECTRONIC ARTS INCEACommunication Services0.18%1,450--$295,612
THE CIGNA GROUPCIHealthcare0.18%1,074-316-22.73%$286,490
FIRST TR EXCHANGE-TRADED FDFVDOther0.17%5,978-1,150-16.13%$281,145
ACCENTURE PLC IRELANDACNTechnology0.17%1,365--$270,666
ISHARES TRISTBOther0.17%5,579+5,579+100.00%$270,351
BANK AMERICA CORPBACFinancial Services0.16%5,471-154-2.74%$266,711
ISHARES TRITAOther0.16%1,184--$259,000
ISHARES TREUFNOther0.16%7,352--$256,217
AMETEK INCAMEIndustrials0.16%1,192--$255,517
VANGUARD INDEX FDSVTIOther0.16%785--$251,836
INVESCO EXCHANGE TRADED FD TSPHQOther0.15%3,316+3,316+100.00%$249,354