13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910386
Total reported value
$179.2M
$179.2M
113 檔
25.0%
As reported in its official Q4 2025 Form 13F filing, Guerra Pan Advisors, LLC's tracked investment portfolio stood at $179.2M with 113 total positions.
In Q4 2025, Guerra Pan Advisors, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.72% | +0.30% | -0.24% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.82% | -0.31% | -1.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.30% | +0.01% | — | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | +0.34% | — | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.79% | -0.64% | -1.21% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.47% | -0.31% | -0.12% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.39% | +1.75% | -0.37% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.39% | +0.34% | -0.15% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 2.84% | +0.04% | -1.23% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.83% | +0.78% | -0.80% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.37% | -0.24% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.21% | +0.56% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.56% | -0.01% | -2.04% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.98% | +0.36% | -0.06% | |
| 15 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.92% | +0.20% | -0.45% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.90% | -0.19% | +2.45% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.76% | +0.02% | +0.01% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.30% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.55% | +0.44% | — | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 1.51% | +0.23% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | -0.10% | -0.08% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | -0.23% | — | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.27% | -0.11% | — | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.23% | +0.01% | -1.43% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.13% | -0.14% | — | |
| 26 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.13% | +0.22% | -0.40% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.02% | -0.20% | +397.55% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.96% | -0.15% | +0.40% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.20% | -1.71% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | -0.41% | -1.06% | |
| 31 | AIRR | First Trust Rba American Ind | ETF-Other | 0.79% | +0.08% | +0.80% | |
| 32 | NTES | Netease Inc-adr | Stock-Comm Services | 0.78% | -0.09% | — | |
| 33 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.77% | +0.10% | -0.95% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.90% | EXIT | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.72% | -0.13% | +0.33% | |
| 36 | ZS | Zscaler Inc | Stock-Tech | 0.67% | -0.14% | -0.04% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.03% | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.04% | -1.32% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.16% | — | |
| 40 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.54% | -0.13% | -2.77% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.04% | — | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.53% | +0.06% | — | |
| 43 | GM | General Motors Co | Stock-Consumer Disc | 0.52% | -0.03% | — | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.52% | — | — | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.50% | +0.06% | -3.14% | |
| 46 | EOI | Eaton Vance Enhanced Eq Incm | Stock-Other | 0.48% | -0.03% | — | |
| 47 | XPO | Xpo Inc | Stock-Industrials | 0.48% | -0.04% | — | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.46% | +0.49% | — | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.44% | -0.06% | — | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.42% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | — | Unchanged |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | — | Unchanged |
| 3 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 4 | DAL | Delta Air Lines Inc | +0.2% | -0.40% | Trim |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | — | Unchanged |
| 6 | ASML | ASML Holding N.V. | +0.2% | -0.06% | Trim |
| 7 | ISRG | Intuitive Surgical Inc | +0.1% | +0.33% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +0.56% | Add |
| 9 | GM | General Motors Co | +0.1% | — | Unchanged |
| 10 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 11 | AVGO | Broadcom Inc | +0.1% | -1.28% | Trim |
| 12 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 13 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | — | Unchanged |
| 14 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 15 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | Unchanged |
| 16 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 17 | CRM | Salesforce Inc | +0.1% | -1.71% | Trim |
| 18 | AMZN | Amazon.com Inc | 0% | -0.08% | Trim |
| 19 | DOV | Dover CORP | 0% | — | Unchanged |
| 20 | NYT | New York Times Co-a | 0% | — | Unchanged |
| 21 | MS | Morgan Stanley | 0% | — | Unchanged |
| 22 | GLW | Corning Inc | 0% | +5.11% | Add |
| 23 | ON | On Semiconductor | 0% | — | Unchanged |
| 24 | BA | Boeing Co/the | 0% | +2.45% | Add |
| 25 | RTX | Rtx CORP | 0% | — | Unchanged |
| 26 | XPO | Xpo Inc | 0% | — | Unchanged |
| 27 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 28 | ACN | Accenture plc | 0% | — | Unchanged |
| 29 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 30 | NEE | Nextera Energy Inc | 0% | -0.17% | Trim |
| 31 | VRT | Vertiv Holdings Co-a | 0% | — | Unchanged |
| 32 | VLUE | Ishares Msci USA Value Facto | 0% | -3.14% | Trim |
| 33 | IHI | Ishares U.s. Medical Devices | 0% | — | Unchanged |
| 34 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 35 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 36 | AME | Ametek Inc | 0% | — | Unchanged |
| 37 | EUFN | Ishares Msci Europe Financia | 0% | — | Unchanged |
| 38 | IBM | Intl Business Machines CORP | 0% | -0.67% | Trim |
| 39 | GIL | Gildan Activewear Inc | 0% | — | Unchanged |
| 40 | JPM | Jpmorgan Chase & Co | — | -0.12% | Trim |
| 41 | SCHA | Schwab US Small-cap ETF | — | -0.15% | Trim |
| 42 | AIRR | First Trust Rba American Ind | — | +0.80% | Add |
| 43 | EZU | Ishares Msci Eurozone ETF | — | +1.79% | Add |
| 44 | TEL | TE Connectivity plc | — | — | Unchanged |
| 45 | CRH | CRH plc | — | — | Unchanged |
| 46 | KRE | Ss Spdr S&p Regional Bank | — | — | Unchanged |
| 47 | SUSA | Ishares Esg Optimized Msci U | — | — | Unchanged |
| 48 | QUAL | Ishares Msci USA Quality Fac | — | — | Unchanged |
| 49 | RF | Regions Financial CORP | — | — | Unchanged |
| 50 | IEFA | Ishares Core Msci Eafe ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Guerra Pan Advisors, LLC reported a total U.S. public equity portfolio value of $179.2M across 113 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, GOOGL) accounted for 25.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GS
市值: $219.8K
Top Position Liquidated / Trimmed
TXN
前期市值: $779.0K
During Q4 2025, Guerra Pan Advisors, LLC's top holdings by market value included NVDA (7.7%)、AVGO (5.8%)、GOOGL (5.3%). The largest single position, NVDA, represented 7.7% of total portfolio value.
In Q4 2025, Guerra Pan Advisors, LLC made 56 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 37 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.