GUERRA PAN ADVISORS, LLC

data from 31/12/2025

Capitalization

$ 168.544 M 1.94 %

Average holding period

12 ans

Performance

$ 37.721 M 28.72 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GUERRA PAN ADVISORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 NVIDIA CORPORATION 7.72% 13.007 M $ 69743 2021/12/31 -5.592 K $ -0.04 %
2025/12/31 BROADCOM INC 5.82% 9.803 M $ 28324 2021/12/31 464.523 K $ 4.91 %
2025/12/31 ALPHABET INC 5.30% 8.926 M $ 28518 2021/12/31 1.993 M $ 28.75 %
2025/12/31 ALPHABET INC 4.00% 6.745 M $ 21496 2021/12/31 1.510 M $ 28.84 %
2025/12/31 ISHARES TR 3.79% 6.395 M $ 67919 2021/12/31 -67.374 K $ -1.03 %
2025/12/31 JPMORGAN CHASE & CO. 3.47% 5.853 M $ 18165 2021/12/31 123.482 K $ 2.15 %
2025/12/31 CROWDSTRIKE HLDGS INC 3.39% 5.714 M $ 12190 2021/12/31 -264.520 K $ -4.41 %
2025/12/31 SCHWAB STRATEGIC TR 3.39% 5.711 M $ 200517 2023/12/31 116.474 K $ 2.08 %
2025/12/31 SELECT SECTOR SPDR TR 2.84% 4.779 M $ 30810 2023/06/30 27.762 K $ 0.58 %
2025/12/31 ISHARES TR 2.83% 4.764 M $ 19033 2021/12/31 -117.808 K $ -2.39 %
2025/12/31 MICROSOFT CORP 2.68% 4.512 M $ 9330 2021/12/31 -321.054 K $ -6.63 %
2025/12/31 APPLE INC 2.63% 4.435 M $ 16315 2021/12/31 279.539 K $ 6.77 %
2025/12/31 SCHWAB STRATEGIC TR 2.56% 4.316 M $ 132302 2023/06/30 95.893 K $ 2.23 %
2025/12/31 ASML HOLDING N V 1.98% 3.335 M $ 3117 2021/12/31 317.420 K $ 10.51 %
2025/12/31 CADENCE DESIGN SYSTEM INC 1.92% 3.233 M $ 10342 2023/12/31 -401.846 K $ -11.01 %
2025/12/31 BOEING CO 1.90% 3.208 M $ 14774 2021/12/31 18.603 K $ 0.60 %
2025/12/31 ISHARES TR 1.76% 2.962 M $ 28028 2021/12/31 -261.202 K $ -8.10 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.61% 2.709 M $ 5389 2021/12/31 -485.000 $ -0.02 %
2025/12/31 CATERPILLAR INC 1.55% 2.606 M $ 4549 2023/12/31 435.430 K $ 20.06 %
2025/12/31 ARISTA NETWORKS INC 1.51% 2.540 M $ 19385 2024/12/31 -284.571 K $ -10.07 %
2025/12/31 AMAZON COM INC 1.47% 2.482 M $ 10754 2021/12/31 121.083 K $ 5.12 %
2025/12/31 VISA INC 1.46% 2.468 M $ 7036 2021/12/31 65.645 K $ 2.73 %
2025/12/31 TRANSDIGM GROUP INC 1.27% 2.140 M $ 1609 2021/12/31 19.034 K $ 0.90 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 1.23% 2.066 M $ 7676 2021/12/31 -83.009 K $ -3.81 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 1.13% 1.913 M $ 3301 2021/12/31 311.713 K $ 19.47 %
2025/12/31 DELTA AIR LINES INC DEL 1.13% 1.904 M $ 27439 2021/12/31 348.494 K $ 22.29 %
2025/12/31 SERVICENOW INC 1.02% 1.711 M $ 11170 2021/12/31 -1.722 M $ -83.35 %
2025/12/31 UBER TECHNOLOGIES INC 0.96% 1.612 M $ 19730 2025/06/30 -319.525 K $ -16.60 %
2025/12/31 SALESFORCE INC 0.89% 1.504 M $ 5679 2021/12/31 161.263 K $ 11.78 %
2025/12/31 LOCKHEED MARTIN CORP 0.86% 1.442 M $ 2982 2021/12/31 -46.837 K $ -3.11 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.79% 1.331 M $ 13537 2024/12/31 22.023 K $ 1.70 %
2025/12/31 NETEASE INC 0.78% 1.315 M $ 9555 2021/12/31 -137.305 K $ -9.45 %
2025/12/31 JANUS DETROIT STR TR 0.77% 1.300 M $ 17676 2021/12/31 -21.770 K $ -1.63 %
2025/12/31 HONEYWELL INTL INC 0.75% 1.257 M $ 6442 2021/12/31 -99.425 K $ -7.32 %
2025/12/31 INTUITIVE SURGICAL INC 0.72% 1.210 M $ 2136 2023/09/30 253.627 K $ 26.64 %
2025/12/31 ZSCALER INC 0.67% 1.124 M $ 4999 2021/12/31 -373.774 K $ -24.94 %
2025/12/31 MERCK & CO INC 0.62% 1.045 M $ 9926 2021/12/31 211.721 K $ 25.41 %
2025/12/31 ISHARES TR 0.60% 1.014 M $ 7183 2021/12/31 -6.987 K $ -0.68 %
2025/12/31 ABBVIE INC 0.57% 966.741 K $ 4231 2021/12/31 -12.904 K $ -1.32 %
2025/12/31 CHECK POINT SOFTWARE TECH LT 0.54% 911.656 K $ 4913 2021/12/31 -107.881 K $ -10.32 %
2025/12/31 MASTERCARD INCORPORATED 0.54% 904.274 K $ 1584 2021/12/31 3.278 K $ 0.36 %
2025/12/31 SPDR SERIES TRUST 0.53% 891.796 K $ 7314 2021/12/31 158.933 K $ 21.69 %
2025/12/31 GENERAL MTRS CO 0.52% 876.711 K $ 10781 2021/12/31 219.393 K $ 33.38 %
2025/12/31 ASTRAZENECA PLC 0.52% 874.162 K $ 9509 2021/12/31 144.631 K $ 19.83 %
2025/12/31 ISHARES TR 0.50% 844.984 K $ 5986 2024/06/30 -2.101 K $ -0.24 %
2025/12/31 EATON VANCE ENHANCED EQUITY 0.48% 813.456 K $ 39565 2021/12/31 -17.408 K $ -2.10 %
2025/12/31 XPO INC 0.48% 803.364 K $ 5911 2023/06/30 39.249 K $ 5.14 %
2025/12/31 LAM RESEARCH CORP 0.46% 773.734 K $ 4520 2024/12/31 168.505 K $ 27.84 %
2025/12/31 ISHARES TR 0.44% 743.438 K $ 11962 2021/12/31 24.761 K $ 3.45 %
2025/12/31 ALLSTATE CORP 0.42% 713.122 K $ 3426 2024/12/31 -22.269 K $ -3.03 %
2025/12/31 ALIBABA GROUP HLDG LTD 0.40% 679.105 K $ 4633 2021/12/31 -148.950 K $ -17.99 %
2025/12/31 SPDR SERIES TRUST 0.40% 666.526 K $ 2763 2021/12/31 17.988 K $ 2.67 %
2025/12/31 UNION PAC CORP 0.39% 651.628 K $ 2817 2021/12/31 -14.225 K $ -2.14 %
2025/12/31 DOVER CORP 0.38% 648.197 K $ 3320 2021/12/31 94.321 K $ 17.03 %
2025/12/31 NEXTERA ENERGY INC 0.38% 646.174 K $ 8049 2021/12/31 38.621 K $ 6.35 %
2025/12/31 ISHARES TR 0.38% 640.265 K $ 6609 2024/03/31 6.546 K $ 1.03 %
2025/12/31 PROCTER AND GAMBLE CO 0.38% 635.866 K $ 4437 2022/12/31 -46.695 K $ -6.73 %
2025/12/31 ADVANCED MICRO DEVICES INC 0.36% 600.505 K $ 2804 2023/03/31 146.845 K $ 32.37 %
2025/12/31 ON SEMICONDUCTOR CORP 0.35% 582.492 K $ 10757 2021/12/31 52.063 K $ 9.82 %
2025/12/31 MORGAN STANLEY 0.34% 575.020 K $ 3239 2021/12/31 60.148 K $ 11.68 %
2025/12/31 HUBSPOT INC 0.33% 558.610 K $ 1392 2021/12/31 -101.080 K $ -14.22 %
2025/12/31 ISHARES TR 0.33% 555.654 K $ 1174 2021/12/31 5.990 K $ 1.04 %
2025/12/31 RTX CORPORATION 0.31% 524.341 K $ 2859 2021/12/31 45.944 K $ 9.60 %
2025/12/31 ISHARES TR 0.30% 501.936 K $ 3671 2021/12/31 44.267 K $ 9.34 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.30% 500.868 K $ 7013 2021/12/31 -14.446 K $ -2.80 %
2025/12/31 CORNING INC 0.29% 488.410 K $ 5578 2024/06/30 29.347 K $ 6.74 %
2025/12/31 VERTIV HOLDINGS CO 0.28% 474.689 K $ 2930 2024/12/31 32.669 K $ 7.39 %
2025/12/31 ISHARES INC 0.27% 463.123 K $ 7225 2025/06/30 15.331 K $ 3.49 %
2025/12/31 NEW YORK TIMES CO 0.27% 459.838 K $ 6624 2021/12/31 79.620 K $ 20.94 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.26% 437.798 K $ 1478 2021/12/31 20.906 K $ 4.98 %
2025/12/31 ISHARES TR 0.26% 437.560 K $ 2203 2021/12/31 9.076 K $ 2.12 %
2025/12/31 BOOKING HOLDINGS INC 0.25% 428.426 K $ 80 2024/12/31 -3.515 K $ -0.81 %
2025/12/31 TE CONNECTIVITY PLC 0.25% 427.491 K $ 1879 2024/09/30 14.994 K $ 3.64 %
2025/12/31 COSTCO WHSL CORP NEW 0.24% 412.199 K $ 478 2023/03/31 -30.252 K $ -6.84 %
2025/12/31 SPDR SERIES TRUST 0.24% 403.053 K $ 6219 2024/12/31 9.390 K $ 2.39 %
2025/12/31 ELI LILLY & CO 0.24% 401.930 K $ 374 2024/06/30 116.568 K $ 40.85 %
2025/12/31 STRYKER CORPORATION 0.23% 393.295 K $ 1119 2021/12/31 -20.365 K $ -4.92 %
2025/12/31 BROOKFIELD CORP 0.23% 384.099 K $ 8370 2024/12/31 1.423 K $ 0.37 %
2025/12/31 THE CIGNA GROUP 0.23% 382.570 K $ 1390 2021/12/31 -18.436 K $ -4.52 %
2025/12/31 KINSALE CAP GROUP INC 0.23% 379.778 K $ 971 2021/12/31 -33.149 K $ -8.03 %
2025/12/31 SPDR SERIES TRUST 0.22% 368.232 K $ 1145 2023/06/30 3.020 K $ 0.78 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.22% 368.093 K $ 7276 2021/12/31 -1.088 K $ -0.28 %
2025/12/31 JOHNSON & JOHNSON 0.22% 367.543 K $ 1776 2021/12/31 38.237 K $ 11.61 %
2025/12/31 ACCENTURE PLC IRELAND 0.22% 366.230 K $ 1365 2021/12/31 29.620 K $ 8.80 %
2025/12/31 ISHARES TR 0.21% 351.846 K $ 2525 2021/12/31 9.317 K $ 2.72 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.19% 328.458 K $ 7128 2021/12/31 -1.143 K $ -0.35 %
2025/12/31 BANK AMERICA CORP 0.18% 309.375 K $ 5625 2021/12/31 20.579 K $ 6.61 %
2025/12/31 ISHARES TR 0.18% 301.587 K $ 6287 2021/12/31 565.000 $ 0.19 %
2025/12/31 ELECTRONIC ARTS INC 0.18% 296.279 K $ 1450 2024/06/30 3.813 K $ 1.30 %
2025/12/31 SHOPIFY INC 0.17% 283.790 K $ 1763 2025/06/30 21.790 K $ 8.32 %
2025/12/31 ISHARES TR 0.16% 275.626 K $ 3081 2021/12/31 6.624 K $ 2.46 %
2025/12/31 ISHARES TR 0.16% 272.686 K $ 7352 2025/06/30 20.218 K $ 8.01 %
2025/12/31 VANGUARD INDEX FDS 0.16% 263.187 K $ 785 2024/03/31 5.573 K $ 2.16 %
2025/12/31 ORACLE CORP 0.16% 261.569 K $ 1342 2024/09/30 -115.854 K $ -30.70 %
2025/12/31 REGIONS FINANCIAL CORP NEW 0.15% 255.689 K $ 9435 2024/09/30 6.887 K $ 2.77 %
2025/12/31 ISHARES TR 0.15% 254.193 K $ 1184 2025/06/30 6.429 K $ 2.59 %
2025/12/31 AMETEK INC 0.15% 244.730 K $ 1192 2024/03/31 20.633 K $ 9.21 %
2025/12/31 CRH PLC 0.14% 240.240 K $ 1925 2025/09/30 9.432 K $ 4.09 %
2025/12/31 ANALOG DEVICES INC 0.14% 233.774 K $ 862 2023/12/31 21.981 K $ 10.38 %
2025/12/31 BLACKROCK INC 0.14% 232.264 K $ 217 2024/12/31 -20.730 K $ -8.19 %