GUERRA PAN ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1910386 · latest 13F-HR filed 2026-05-12

GUERRA PAN ADVISORS, LLC manages $161.7M in 13F-reported U.S. long-equity assets across 121 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.47%), AVGO (5.56%), GOOGL (5.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 4, added to 25, and trimmed 52.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$161.7M

Long-equity book

Holdings

121

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+12 / −4 / ↑25 / ↓52

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ASML HLDG NV$762.5K +22.9%
  • CATERPILLAR INC$605.5K +23.2%
  • XPO INC$468.2K +58.3%
  • LOCKHEED MARTIN CORP$360.0K +25.0%
  • CORNING INC$274.9K +56.3%
Show all 25

Top Trims

  • MICROSOFT CORP-$990.4K -21.9%
  • CROWDSTRIKE HLDGS INC-$989.4K -17.3%
  • NVIDIA CORPORATION-$926.7K -7.1%
  • BROADCOM INC-$811.1K -8.3%
  • ISHARES TR-$758.9K -25.6%
Show all 52

New Positions

  • ASTRAZENECA PLC$937.2K
  • ISHARES TR$457.7K
  • FIDELITY MERRIMACK STR TR$413.6K
  • ISHARES TR$345.0K
  • ISHARES TR$270.4K
Show all 12

Exited Positions

  • ASTRAZENECA PLC$874.2K
  • ORACLE CORP$261.6K
  • WORKDAY INC$231.1K
  • META PLATFORMS INC$210.6K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $12.1M 7.47% 69,268 SH
2 BROADCOM INC AVGO 11135F101 $9.0M 5.56% 29,052 SH
3 ALPHABET INC GOOGL 02079K305 $8.2M 5.07% 28,528 SH
4 ISHARES TR USMV 46429B697 $6.4M 3.97% 69,207 SH
5 ALPHABET INC GOOG 02079K107 $6.1M 3.79% 21,384 SH
6 SCHWAB STRATEGIC TR SCHA 808524607 $5.8M 3.56% 197,876 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $5.4M 3.32% 18,273 SH
8 SELECT SECTOR SPDR TR XLI 81369Y704 $4.9M 3.06% 30,572 SH
9 CROWDSTRIKE HLDGS INC CRWD 22788C105 $4.7M 2.92% 12,102 SH
10 ISHARES TR MTUM 46432F396 $4.5M 2.80% 18,880 SH
11 APPLE INC AAPL 037833100 $4.3M 2.67% 17,022 SH
12 ASML HLDG NV ASML N07059210 $4.1M 2.53% 3,102 SH
13 SCHWAB STRATEGIC TR SCHG 808524300 $3.8M 2.33% 129,035 SH
14 MICROSOFT CORP MSFT 594918104 $3.5M 2.18% 9,514 SH
15 CATERPILLAR INC CAT 149123101 $3.2M 1.99% 4,533 SH
16 BOEING CO BA 097023105 $3.0M 1.84% 14,925 SH
17 CADENCE DESIGN SYSTEM INC CDNS 127387108 $2.7M 1.69% 9,809 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 1.60% 5,389 SH
19 ARISTA NETWORKS INC ANET 040413205 $2.4M 1.48% 19,460 SH
20 AMAZON COM INC AMZN 023135106 $2.2M 1.38% 10,690 SH
21 ISHARES TR IGV 464287515 $2.2M 1.36% 27,525 SH
22 VISA INC V 92826C839 $2.1M 1.32% 7,036 SH
23 TRANSDIGM GROUP INC TDG 893641100 $1.9M 1.15% 1,602 SH
24 DELTA AIR LINES INC DAL 247361702 $1.8M 1.14% 27,658 SH
25 LOCKHEED MARTIN CORP LMT 539830109 $1.8M 1.11% 2,982 SH
26 FIRST TR EXCHANGE-TRADED FD FDN 33733E302 $1.8M 1.11% 7,636 SH
27 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.6M 1.00% 3,301 SH
28 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $1.5M 0.95% 13,879 SH
29 HONEYWELL INTL INC HON 438516106 $1.5M 0.90% 6,442 SH
30 UBER TECHNOLOGIES INC UBER 90353T100 $1.4M 0.87% 19,615 SH
31 XPO INC XPO 983793100 $1.3M 0.79% 6,536 SH
32 JANUS DETROIT STR TR JSML 47103U100 $1.2M 0.76% 17,510 SH
33 MERCK & CO INC MRK 58933Y105 $1.2M 0.74% 9,926 SH
34 SERVICENOW INC NOW 81762P102 $1.2M 0.72% 11,112 SH
35 NETEASE COM INC NTES 64110W102 $1.1M 0.66% 9,555 SH
36 ISHARES TR DVY 464287168 $1.1M 0.66% 7,058 SH
37 SALESFORCE INC CRM 79466L302 $1.1M 0.65% 5,654 SH
38 INTUITIVE SURGICAL INC ISRG 46120E602 $977.8K 0.60% 2,121 SH
39 LAM RESEARCH CORP LRCX 512807306 $965.7K 0.60% 4,520 SH
40 ABBVIE INC ABBV 00287Y109 $952.4K 0.59% 4,379 SH
41 ASTRAZENECA PLC AZN G0593M107 $937.2K 0.58% 4,752 SH
42 SPDR SERIES TRUST XBI 78464A870 $926.9K 0.57% 7,257 SH
43 ISHARES TR IJT 464287887 $841.3K 0.52% 5,814 SH
44 GENERAL MTRS CO GM 37045V100 $793.7K 0.49% 10,654 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $791.5K 0.49% 1,584 SH
46 CORNING INC GLW 219350105 $763.3K 0.47% 5,614 SH
47 NEXTERA ENERGY INC NEE 65339F101 $747.6K 0.46% 8,049 SH
48 EATON VANCE ENHANCED EQUITY EOI 278274105 $743.0K 0.46% 39,565 SH
49 VERTIV HOLDINGS CO VRT 92537N108 $734.2K 0.45% 2,930 SH
50 SPDR SERIES TRUST XAR 78464A631 $708.6K 0.44% 2,790 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $161.7M 121 0001951757-26-000824
2025-12-31 2026-01-13 $168.5M 113 0001951757-26-000055
2025-09-30 2025-11-12 $165.3M 114 0001951757-25-001388
2025-06-30 2025-08-12 $151.7M 112 0001951757-25-001061
2025-03-31 2025-04-28 $127.5M 105 0001951757-25-000463
2024-12-31 2025-01-21 $138.2M 112 0001951757-25-000081
2024-03-31 2024-05-13 $108.1M 101 0001951757-24-000471
2023-12-31 2024-01-30 $104.8M 102 0001951757-24-000158