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CIK: 0001910386
Total reported value
$179.2M
$179.2M
121 檔
23.3%
According to the latest 13F quarterly dataset, Guerra Pan Advisors, LLC managed an equity portfolio of $179.2M at the end of Q1 2026, spanning 121 distinct U.S. exchange-listed positions.
Guerra Pan Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 4 holdings and trimming 38 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.47% | +0.30% | -0.68% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.56% | -0.31% | +2.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.07% | +0.01% | +0.04% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.97% | -0.64% | +1.90% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.79% | +0.34% | -0.52% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.56% | +0.34% | -1.32% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.32% | -0.31% | +0.59% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.06% | +0.04% | -0.77% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.92% | +1.75% | -0.72% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.80% | +0.78% | -0.80% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.67% | -0.21% | +4.33% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 2.53% | +0.36% | -0.48% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.33% | -0.01% | -2.47% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.37% | +1.97% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.99% | +0.44% | -0.35% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.84% | -0.19% | +1.02% | |
| 17 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.69% | +0.20% | -5.15% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.30% | — | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 1.48% | +0.23% | +0.39% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.10% | -0.60% | |
| 21 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.36% | +0.02% | -1.79% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | -0.23% | — | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.15% | -0.11% | -0.44% | |
| 24 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.14% | +0.22% | +0.80% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | -0.41% | — | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.11% | +0.01% | -0.52% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.00% | -0.14% | — | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 0.95% | +0.08% | +2.53% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.90% | EXIT | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.87% | -0.15% | -0.58% | |
| 31 | XPO | Xpo Inc | Stock-Industrials | 0.79% | -0.04% | +10.57% | |
| 32 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.76% | +0.10% | -0.94% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.03% | — | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.72% | -0.20% | -0.52% | |
| 35 | NTES | Netease Inc-adr | Stock-Comm Services | 0.66% | -0.09% | — | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.66% | -0.04% | -1.74% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.65% | -0.20% | -0.44% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.60% | -0.13% | -0.70% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.60% | +0.49% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.16% | +3.50% | |
| 41 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.58% | -0.18% | — | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.57% | +0.06% | -0.78% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.52% | +0.06% | -2.87% | |
| 44 | GM | General Motors Co | Stock-Consumer Disc | 0.49% | -0.03% | -1.18% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.04% | — | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.47% | +0.33% | +0.65% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.23% | — | |
| 48 | EOI | Eaton Vance Enhanced Eq Incm | Stock-Other | 0.46% | -0.03% | — | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.45% | +0.10% | — | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.44% | -0.03% | +0.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +0.6% | -0.48% | Trim |
| 2 | CAT | Caterpillar Inc | +0.4% | -0.35% | Trim |
| 3 | XPO | Xpo Inc | +0.3% | +10.57% | Add |
| 4 | LMT | Lockheed Martin CORP | +0.3% | — | Unchanged |
| 5 | XLI | Ss Industrial Select Sector | +0.2% | -0.77% | Trim |
| 6 | GLW | Corning Inc | +0.2% | +0.65% | Add |
| 7 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +1.90% | Add |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | — | Unchanged |
| 9 | SCHA | Schwab US Small-cap ETF | +0.2% | -1.32% | Trim |
| 10 | AIRR | First Trust Rba American Ind | +0.2% | +2.53% | Add |
| 11 | HON | Honeywell International Inc | +0.2% | — | Unchanged |
| 12 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 13 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 14 | ADI | Analog Devices Inc | +0.1% | +37.70% | Add |
| 15 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 16 | NYT | New York Times Co-a | +0.1% | — | Unchanged |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +44.00% | Add |
| 18 | ON | On Semiconductor | +0.1% | — | Unchanged |
| 19 | DVY | Ishares Select Dividend ETF | +0.1% | -1.74% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 21 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 22 | DOV | Dover CORP | +0.1% | — | Unchanged |
| 23 | AAPL | Apple Inc | 0% | +4.33% | Add |
| 24 | XAR | Ss Spdr S&p Aerospace Def | 0% | +0.98% | Add |
| 25 | XBI | Ss Spdr S&p Biotech ETF | 0% | -0.78% | Trim |
| 26 | FAST | Fastenal Co | 0% | — | Unchanged |
| 27 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 28 | RTX | Rtx CORP | 0% | — | Unchanged |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | +7.82% | Add |
| 30 | PG | Procter & Gamble Co/the | 0% | +2.70% | Add |
| 31 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 32 | HII | Huntington Ingalls Industrie | 0% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | 0% | +3.50% | Add |
| 34 | VLUE | Ishares Msci USA Value Facto | 0% | -1.63% | Trim |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -2.87% | Trim |
| 36 | DAL | Delta Air Lines Inc | 0% | +0.80% | Add |
| 37 | EZU | Ishares Msci Eurozone ETF | 0% | -0.71% | Trim |
| 38 | ALL | Allstate CORP | 0% | -1.26% | Trim |
| 39 | AME | Ametek Inc | 0% | — | Unchanged |
| 40 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 41 | XSD | Ss Spdr S&p Semiconductor | 0% | — | Unchanged |
| 42 | ITA | Ishares U.s. Aerospace & Def | 0% | — | Unchanged |
| 43 | KBE | Ss Spdr S&p Bank ETF | 0% | +0.03% | Add |
| 44 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 45 | KRE | Ss Spdr S&p Regional Bank | 0% | — | Unchanged |
| 46 | SPLV | Invesco S&p 500 Low Volatili | 0% | -2.14% | Trim |
| 47 | IMTM | Ishares Msci Intl Momentum F | 0% | — | Unchanged |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | — | -6.76% | Trim |
| 49 | SUSA | Ishares Esg Optimized Msci U | — | — | Unchanged |
| 50 | EUFN | Ishares Msci Europe Financia | — | — | 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 121 disclosed positions in Q1 2026.
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 23.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $937.2K
Top Position Liquidated / Trimmed
AZNN
前期市值: $874.2K
During Q1 2026, Guerra Pan Advisors, LLC's top holdings by market value included NVDA (7.5%)、AVGO (5.6%)、GOOGL (5.1%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q1 2026, Guerra Pan Advisors, LLC made 74 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 38 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.
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