Guerra Pan Advisors, LLC holds a diversified book of 112 stocks worth $138.2M as of Q4 2024 (disclosed Jan 21, 2025, a ~21-day 13F lag). This quarter they opened Arista Networks Inc and trimmed Ishares Msci USA Min Vol Fac. Their largest long position is Nvidia Corp at 7% of the equity book. Cloning the disclosed picks since 2024 would be +40% (+20.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +43.6%, a 3.5-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Guerra Pan Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Guerra Pan Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $477.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $444.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $134.1B |
| UBS Group AG | 79 / 80 | $124.5B |
| AMERIPRISE FINANCIAL INC | 79 / 80 | $117.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $67.9B |
| LPL Financial LLC | 79 / 80 | $53.1B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $32.7B |
Ranked by how many of Guerra Pan Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $9.5M | 70.4K | 6.8% | —Held | |
| 2 | Ishares TR MSCI USA MIN VOL | $6.0M | 68.1K | 4.4% | ▼−0.4% Reduced · −253 sh | |
| 3 | Schwab Strategic TR US SML CAP ETF | $5.8M | 225.6K | 4.2% | ▲+147% Added · +134K sh | |
| 4 | Broadcom Inc COM | $5.7M | 24.6K | 4.1% | ▲+0.9% Added · +225 sh | |
| 5 | Alphabet Inc CAP STK CL A | $5.4M | 28.5K | 3.9% | ▲+0.7% Added · +198 sh | |
| 6 | JPMorgan Chase & Co. COM | $4.3M | 17.9K | 3.1% | ▲+0.2% Added · +30 sh | |
| 7 | Apple Inc COM | $4.2M | 16.9K | 3.1% | ▼−1.0% Reduced · −175 sh | |
| 8 | Alphabet Inc CAP STK CL C | $4.0M | 21.3K | 2.9% | ▲+4.8% Added · +975 sh | |
| 9 | Crowdstrike Hldgs Inc CL A | $4.0M | 11.8K | 2.9% | ▲+0.1% Added · +14 sh | |
| 10 | Ishares TR MSCI USA MMENTM | $3.8M | 18.2K | 2.7% | ▼~0% Reduced · −8 sh | |
| 11 | Microsoft Corp COM | $3.7M | 8.7K | 2.7% | ▲+7.1% Added · +579 sh | |
| 12 | Schwab Strategic TR US LCAP GR ETF | $3.4M | 123.7K | 2.5% | ▲+507% Added · +103K sh | |
| 13 | Select Sector SPDR TR INDL | $3.4M | 26.0K | 2.5% | ▲+15% Added · +3K sh | |
| 14 | Cadence Design System Inc COM | $3.2M | 10.5K | 2.3% | ▲+0.9% Added · +95 sh | |
| 15 | Ishares TR EXPANDED TECH | $2.5M | 25.3K | 1.8% | ▲+19% Added · +4K sh | |
| 16 | Servicenow Inc COM | $2.4M | 2.3K | 1.7% | —Held | |
| 17 | Visa Inc COM CL A | $2.2M | 7.0K | 1.6% | —Held | |
| 18 | Amazon Com Inc COM | $2.1M | 9.7K | 1.5% | ▲+11% Added · +982 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.7K | 1.5% | —Held | |
| 20 | Boeing Co COM | $2.1M | 11.7K | 1.5% | ▼−0.4% Reduced · −44 sh | |
| 21 | ASML Holding N V N Y REGISTRY SHS | $2.0M | 2.9K | 1.5% | —Held | |
| 22 | Arista Networks Inc COM SHS | $1.9M | 17.5K | 1.4% | ▲New New position | |
| 23 | Transdigm Group Inc COM | $1.9M | 1.5K | 1.4% | —Held | |
| 24 | First TR Exchange-Traded FD DJ INTERNT IDX | $1.9M | 7.8K | 1.4% | —Held | |
| 25 | Salesforce Inc COM | $1.8M | 5.5K | 1.3% | —Held | |
| 26 | Delta Air Lines Inc Del COM NEW | $1.7M | 28.5K | 1.2% | ▲+5.4% Added · +1K sh | |
| 27 | Thermo Fisher Scientific Inc COM | $1.7M | 3.3K | 1.2% | ▼−0.6% Reduced · −19 sh | |
| 28 | Caterpillar Inc COM | $1.6M | 4.4K | 1.2% | ▲+3.6% Added · +156 sh | |
| 29 | Lockheed Martin Corp COM | $1.5M | 3.1K | 1.1% | —Held | |
| 30 | Janus Detroit STR TR HENDERSN CAP ETF | $1.3M | 20.2K | 1.0% | ▲+29% Added · +5K sh | |
| 31 | Honeywell Intl Inc COM | $1.3M | 5.8K | 0.9% | —Held | |
| 32 | Intuitive Surgical Inc COM NEW | $1.2M | 2.3K | 0.9% | —Held | |
| 33 | Merck & Co Inc COM | $1.1M | 11.5K | 0.8% | —Held | |
| 34 | Hubspot Inc COM | $1.1M | 1.6K | 0.8% | —Held | |
| 35 | Ishares TR S&P SML 600 GWT | $970K | 7.2K | 0.7% | ▲+31% Added · +2K sh | |
| 36 | Procter And Gamble Co COM | $968K | 5.8K | 0.7% | —Held | |
| 37 | Check Point Software Tech LT ORD | $968K | 5.2K | 0.7% | —Held | |
| 38 | Ishares TR SELECT DIVID ETF | $955K | 7.3K | 0.7% | ▲+25% Added · +1K sh | |
| 39 | Zscaler Inc COM | $924K | 5.1K | 0.7% | —Held | |
| 40 | Adobe Inc COM | $869K | 2.0K | 0.6% | ▲+3.4% Added · +65 sh | |
| 41 | Netease Inc SPONSORED ADS | $852K | 9.6K | 0.6% | —Held | |
| 42 | Chipotle Mexican Grill Inc COM | $822K | 13.6K | 0.6% | ▲+10% Added · +1K sh | |
| 43 | Texas Instrs Inc COM | $796K | 4.2K | 0.6% | —Held | |
| 44 | Xpo Inc COM | $775K | 5.9K | 0.6% | ▲+33% Added · +1K sh | |
| 45 | AstraZeneca PLC SPONSORED ADR | $763K | 11.6K | 0.6% | —Held | |
| 46 | Eaton Vance Enhanced Equity COM | $752K | 36.2K | 0.5% | ▲+3.6% Added · +1K sh | |
| 47 | Abbvie Inc COM | $752K | 4.2K | 0.5% | —Held | |
| 48 | Ishares TR 1 3 YR TREAS BD | $744K | 9.1K | 0.5% | —Held | |
| 49 | Ishares TR U.S. MED DVC ETF | $713K | 12.2K | 0.5% | ▼−8.8% Reduced · −1K sh | |
| 50 | SPDR Ser TR S&P BIOTECH | $698K | 7.8K | 0.5% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910386/holdings"
Use Arkolith to show GUERRA PAN ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.