Guerra Pan Advisors, LLC
Guerra Pan Advisors, LLC reported 118 holdings worth US$179M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Guerra Pan Advisors, LLC reported 118 holdings worth US$179M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Broadcom Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 118
- Value as reported
- US$179M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 46,188 | US$16.5M | 9.2% |
| Nvidia Corporation | 69,575 | US$13.9M | 7.8% |
| Broadcom Inc. | 24,887 | US$9.4M | 5.2% |
| Crowdstrike Holdings, Inc. | 10,977 | US$8.38M | 4.7% |
| Jp Morgan Chase & Co. | 16,460 | US$5.39M | 3.0% |
| Asml Holding Nv | 2,601 | US$5.17M | 2.9% |
| Apple Inc | 15,255 | US$4.41M | 2.5% |
| Caterpillar, Inc. | 4,090 | US$4.36M | 2.4% |
| Cadence Design Systems, Inc. | 9,036 | US$3.39M | 1.9% |
| Microsoft Corp. | 8,685 | US$3.24M | 1.8% |
| Arista Networks, Inc. | 18,072 | US$3.07M | 1.7% |
| Boeing Company (the) | 13,663 | US$2.96M | 1.7% |
| Delta Air Lines, Inc. | 25,953 | US$2.43M | 1.4% |
| Berkshire Hathaway Inc. | 4,656 | US$2.33M | 1.3% |
| Amazon.com, Inc. | 9,630 | US$2.3M | 1.3% |
| Lam Research Corporation | 4,520 | US$1.96M | 1.1% |
| Visa Inc. | 5,689 | US$1.95M | 1.1% |
| Transdigm Group Inc. | 1,405 | US$1.87M | 1.0% |
| Advanced Micro Devices Inc | 2,804 | US$1.63M | 0.91% |
| Thermo Fisher Scientific Inc | 3,063 | US$1.54M | 0.86% |
| Corning Incorporated | 5,614 | US$1.43M | 0.80% |
| Xpo, Inc. | 6,536 | US$1.34M | 0.75% |
| Uber Technologies, Inc. | 17,854 | US$1.29M | 0.72% |
| Merck & Company, Inc. | 9,920 | US$1.27M | 0.71% |
| Lockheed Martin Corporation | 2,445 | US$1.25M | 0.70% |
| On Semiconductor Corporation | 10,757 | US$1.02M | 0.57% |
| Vertiv Holdings, Llc | 2,930 | US$981K | 0.55% |
| Servicenow, Inc. | 9,347 | US$928K | 0.52% |
| Intuitive Surgical, Inc. | 2,121 | US$843K | 0.47% |
| General Motors Company | 10,654 | US$821K | 0.46% |
| Mastercard Incorporated | 1,584 | US$814K | 0.45% |
| Salesforce, Inc. | 5,172 | US$810K | 0.45% |
| Allstate Corporation (the) | 3,383 | US$805K | 0.45% |
| Abbvie Inc. | 3,035 | US$764K | 0.43% |
| Morgan Stanley | 3,239 | US$677K | 0.38% |
| Procter & Gamble Company (the) | 4,537 | US$665K | 0.37% |
| Union Pacific Corporation | 2,182 | US$594K | 0.33% |
| Micron Technology, Inc. | 462 | US$533K | 0.30% |
| Zscaler Inc | 3,592 | US$507K | 0.28% |
| Dover Corporation | 2,151 | US$482K | 0.27% |
| Analog Devices, Inc. | 1,187 | US$471K | 0.26% |
| Eli Lilly And Company | 377 | US$452K | 0.25% |
| Rtx Corporation | 2,334 | US$443K | 0.25% |
| Johnson & Johnson | 1,712 | US$435K | 0.24% |
| International Business Machines Corporation | 1,478 | US$416K | 0.23% |
| Dell Technologies Inc. | 960 | US$414K | 0.23% |
| Nextera Energy, Inc. | 4,617 | US$405K | 0.23% |
| Goldman Sachs Group, Inc. (the) | 360 | US$364K | 0.20% |
| Brookfield Corporation | 8,370 | US$356K | 0.20% |
| Kinsale Capital Group, Inc. | 971 | US$320K | 0.18% |
| Kla Corporation | 1,060 | US$320K | 0.18% |
| Stryker Corporation | 1,004 | US$316K | 0.18% |
| Costco Wholesale Corporation | 327 | US$306K | 0.17% |
| Bank Of America Corporation | 5,329 | US$304K | 0.17% |
| Electronic Arts Inc. | 1,450 | US$297K | 0.17% |
| The Cigna Group | 1,071 | US$295K | 0.16% |
| Ametek, Inc. | 1,192 | US$288K | 0.16% |
| New York Times Company (the) | 4,103 | US$287K | 0.16% |
| Regions Financial Corporation | 9,435 | US$285K | 0.16% |
| Ftai Aviation Ltd. | 955 | US$258K | 0.14% |
| Hubspot, Inc. | 1,373 | US$251K | 0.14% |
| Fastenal Company | 5,124 | US$246K | 0.14% |
| Vertex Pharmaceuticals Incorporated | 485 | US$241K | 0.13% |
| Shopify Inc. | 1,982 | US$226K | 0.13% |
| Bristol-myers Squibb Company | 3,874 | US$223K | 0.12% |
| Carpenter Technology Corporation | 351 | US$217K | 0.12% |
| Pfizer, Inc. | 8,783 | US$211K | 0.12% |
| Manulife Financial Corporation | 5,219 | US$211K | 0.12% |
| Blackrock, Inc. | 217 | US$209K | 0.12% |
| Booking Holdings Inc. Common Stock | 1,125 | US$201K | 0.11% |
| Caleres, Inc. | 14,661 | US$181K | 0.10% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Huntington Ingalls Industries, Inc. | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Eqt Corporation | 0 | US$0 | 0.00% |
| Gildan Activewear Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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