Guerra Pan Advisors, LLC

13F filer · CIK 0001910386

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$179MU.S. long equity reported on 13F

Positions845 new · 6 closed

Net flow last quarter-$11.5MBuys minus sells

Top 10 positions weight39.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202684 positions
NVDANvidia Corp	$13.9M	7.77%	0.00%	+0.4%	Q4 2021
AVGOBroadcom Inc.	$9.4M	5.25%	0.00%	-14.3%	Q4 2021
GOOGLAlphabet Inc.	$9.11M	5.08%	0.00%	-10.7%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$8.38M	4.67%	0.00%	-9.3%	Q4 2021
GOOGAlphabet Inc.	$7.4M	4.13%	Not reported	-2.1%	Q4 2021
JPMJPMorgan Chase & Co	$5.39M	3.01%	0.00%	-9.9%	Q4 2021
ASMLAsml Holding NV	$5.17M	2.89%	0.00%	-16.2%	Q4 2021
AAPLApple Inc.	$4.41M	2.46%	0.00%	-10.4%	Q4 2021
CATCaterpillar Inc	$4.36M	2.43%	0.00%	-9.8%	Q4 2023
CDNSCadence Design Systems Inc	$3.39M	1.89%	0.00%	-7.9%	Q4 2023
MSFTMicrosoft Corp	$3.24M	1.81%	0.00%	-8.7%	Q4 2021
ANETArista Networks, Inc.	$3.07M	1.71%	0.00%	-7.1%	Q3 2023
BABoeing Co	$2.96M	1.65%	0.00%	-8.5%	Q4 2021
DALDelta Air Lines, Inc.	$2.43M	1.36%	0.00%	-6.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.33M	1.30%	Not reported	-13.6%	Q4 2021
AMZNAmazon Com Inc	$2.3M	1.28%	0.00%	-9.9%	Q4 2021
LRCXLam Research Corp	$1.96M	1.09%	0.00%	Not reported	Q4 2021
VVisa Inc.	$1.95M	1.09%	0.00%	-19.1%	Q4 2021
TDGTransDigm Group INC	$1.87M	1.04%	0.00%	-12.3%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.63M	0.91%	0.00%	Not reported	Q2 2022
TMOThermo Fisher Scientific Inc.	$1.54M	0.86%	0.00%	-7.2%	Q4 2021
GLWCorning Inc	$1.43M	0.80%	0.00%	Not reported	Q2 2024
XPOXPO, Inc.	$1.34M	0.75%	0.01%	Not reported	Q4 2021
UBERUber Technologies, Inc	$1.29M	0.72%	0.00%	-9.0%	Q2 2025
MRKMerck & Co., Inc.	$1.27M	0.71%	0.00%	-0.1%	Q4 2021
LMTLockheed Martin Corp	$1.25M	0.70%	0.00%	-18.0%	Q4 2021
NTESNetEase, Inc.	$1.02M	0.57%	0.00%	-16.3%	Q4 2021
ONOn Semiconductor Corp	$1.02M	0.57%	0.00%	Not reported	Q4 2021
VRTVertiv Holdings Co	$981K	0.55%	0.00%	Not reported	Q4 2024
NOWServiceNow, Inc.	$928K	0.52%	0.00%	-15.9%	Q4 2021
ISRGIntuitive Surgical Inc	$843K	0.47%	0.00%	Not reported	Q3 2023
GMGeneral Motors Co	$821K	0.46%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$814K	0.45%	0.00%	Not reported	Q4 2021
CRMSalesforce, Inc.	$810K	0.45%	0.00%	-8.5%	Q4 2021
ALLAllstate Corp	$805K	0.45%	0.00%	Not reported	Q4 2024
EOIEaton Vance Enhanced Equity Income Fund	$773K	0.43%	Not reported	-0.6%	Q4 2021
ABBVAbbVie Inc.	$764K	0.43%	0.00%	-30.7%	Q4 2021
AZNAstrazeneca PLC	$723K	0.40%	Not reported	-19.8%	Q4 2021
VLUEiSHARES TRUST	$722K	0.40%	Not reported	Not reported	Q4 2021
MSMorgan Stanley	$677K	0.38%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$665K	0.37%	0.00%	-0.4%	Q4 2021
UNPUnion Pacific Corp	$594K	0.33%	0.00%	-22.5%	Q4 2021
HONHoneywell International Inc	$592K	0.33%	0.00%	-17.9%	Q4 2021
HONAHoneywell Aerospace Inc.	$585K	0.33%	Not reported	-17.9%	Q2 2026
CHKPCheck Point Software Technologies Ltd	$541K	0.30%	0.00%	-15.3%	Q4 2021
MUMicron Technology Inc	$533K	0.30%	0.00%	New	Q2 2026
ZSZscaler, Inc.	$507K	0.28%	0.00%	-25.7%	Q4 2021
DOVDOVER Corp	$482K	0.27%	0.00%	-35.2%	Q4 2021
ADIAnalog Devices Inc	$471K	0.26%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$452K	0.25%	0.00%	+0.8%	Q2 2024

Q1 2026Reported May 12, 202684 positions
NVDANvidia Corp	$12.1M	7.47%	0.00%	-0.7%	Q4 2021
AVGOBroadcom Inc.	$8.99M	5.56%	0.00%	+2.6%	Q4 2021
GOOGLAlphabet Inc.	$8.2M	5.07%	0.00%	0.0%	Q4 2021
GOOGAlphabet Inc.	$6.13M	3.79%	Not reported	-0.5%	Q4 2021
JPMJPMorgan Chase & Co	$5.38M	3.32%	0.00%	+0.6%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$4.72M	2.92%	0.00%	-0.7%	Q4 2021
AAPLApple Inc.	$4.32M	2.67%	0.00%	+4.3%	Q4 2021
ASMLAsml Holding NV	$4.1M	2.53%	0.00%	-0.5%	Q4 2021
MSFTMicrosoft Corp	$3.52M	2.18%	0.00%	+2.0%	Q4 2021
CATCaterpillar Inc	$3.21M	1.99%	0.00%	-0.4%	Q4 2023
BABoeing Co	$2.97M	1.84%	0.00%	+1.0%	Q4 2021
CDNSCadence Design Systems Inc	$2.73M	1.69%	0.00%	-5.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.58M	1.60%	Not reported	Not reported	Q4 2021
ANETArista Networks, Inc.	$2.39M	1.48%	0.00%	+0.4%	Q3 2023
AMZNAmazon Com Inc	$2.23M	1.38%	0.00%	-0.6%	Q4 2021
VVisa Inc.	$2.13M	1.32%	0.00%	Not reported	Q4 2021
TDGTransDigm Group INC	$1.86M	1.15%	0.00%	-0.4%	Q4 2021
DALDelta Air Lines, Inc.	$1.84M	1.14%	0.00%	+0.8%	Q4 2021
LMTLockheed Martin Corp	$1.8M	1.11%	0.00%	Not reported	Q4 2021
TMOThermo Fisher Scientific Inc.	$1.62M	1.00%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$1.46M	0.90%	0.00%	Not reported	Q4 2021
UBERUber Technologies, Inc	$1.41M	0.87%	0.00%	-0.6%	Q2 2025
XPOXPO, Inc.	$1.27M	0.79%	0.01%	+10.6%	Q4 2021
MRKMerck & Co., Inc.	$1.19M	0.74%	0.00%	Not reported	Q4 2021
NOWServiceNow, Inc.	$1.16M	0.72%	0.00%	-0.5%	Q4 2021
NTESNetEase, Inc.	$1.07M	0.66%	0.00%	Not reported	Q4 2021
CRMSalesforce, Inc.	$1.06M	0.65%	0.00%	-0.4%	Q4 2021
ISRGIntuitive Surgical Inc	$978K	0.60%	0.00%	-0.7%	Q3 2023
LRCXLam Research Corp	$966K	0.60%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$952K	0.59%	0.00%	+3.5%	Q4 2021
AZNAstrazeneca PLC	$937K	0.58%	Not reported	-0.1%	Q4 2021
GMGeneral Motors Co	$794K	0.49%	0.00%	-1.2%	Q4 2021
MAMastercard Inc	$791K	0.49%	0.00%	Not reported	Q4 2021
GLWCorning Inc	$763K	0.47%	0.00%	+0.7%	Q2 2024
NEENextera Energy Inc	$748K	0.46%	0.00%	Not reported	Q4 2021
EOIEaton Vance Enhanced Equity Income Fund	$743K	0.46%	Not reported	Not reported	Q4 2021
VRTVertiv Holdings Co	$734K	0.45%	0.00%	Not reported	Q4 2024
ALLAllstate Corp	$701K	0.43%	0.00%	-1.3%	Q4 2024
CHKPCheck Point Software Technologies Ltd	$694K	0.43%	0.00%	-1.1%	Q4 2021
DOVDOVER Corp	$692K	0.43%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$683K	0.42%	0.00%	Not reported	Q4 2021
ZSZscaler, Inc.	$679K	0.42%	0.00%	-3.2%	Q4 2021
ONOn Semiconductor Corp	$666K	0.41%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$658K	0.41%	0.00%	+2.7%	Q4 2021
BABAAlibaba Group Holding Ltd	$579K	0.36%	0.00%	-0.4%	Q4 2021
AMDAdvanced Micro Devices Inc	$570K	0.35%	0.00%	Not reported	Q2 2022
NYTNew York Times Co	$555K	0.34%	Not reported	Not reported	Q4 2021
RTXRTX Corp	$552K	0.34%	0.00%	Not reported	Q4 2021
MSMorgan Stanley	$533K	0.33%	0.00%	Not reported	Q4 2021
VLUEiSHARES TRUST	$513K	0.32%	Not reported	-1.6%	Q4 2021

Q4 2025Reported Jan 13, 202683 positions
NVDANvidia Corp	$13M	7.72%	0.00%	-0.2%	Q4 2021
AVGOBroadcom Inc.	$9.8M	5.82%	0.00%	-1.3%	Q4 2021
GOOGLAlphabet Inc.	$8.93M	5.30%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$6.75M	4.00%	Not reported	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$5.85M	3.47%	0.00%	-0.1%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$5.71M	3.39%	0.00%	-0.4%	Q4 2021
MSFTMicrosoft Corp	$4.51M	2.68%	0.00%	-0.2%	Q4 2021
AAPLApple Inc.	$4.44M	2.63%	0.00%	+0.6%	Q4 2021
ASMLAsml Holding NV	$3.33M	1.98%	0.00%	-0.1%	Q4 2021
CDNSCadence Design Systems Inc	$3.23M	1.92%	0.00%	-0.5%	Q4 2023
BABoeing Co	$3.21M	1.90%	0.00%	+2.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.71M	1.61%	Not reported	Not reported	Q4 2021
CATCaterpillar Inc	$2.61M	1.55%	0.00%	Not reported	Q4 2023
ANETArista Networks, Inc.	$2.54M	1.51%	0.00%	Not reported	Q3 2023
AMZNAmazon Com Inc	$2.48M	1.47%	0.00%	-0.1%	Q4 2021
VVisa Inc.	$2.47M	1.46%	0.00%	Not reported	Q4 2021
TDGTransDigm Group INC	$2.14M	1.27%	0.00%	Not reported	Q4 2021
TMOThermo Fisher Scientific Inc.	$1.91M	1.13%	0.00%	Not reported	Q4 2021
DALDelta Air Lines, Inc.	$1.9M	1.13%	0.00%	-0.4%	Q4 2021
NOWServiceNow, Inc.	$1.71M	1.02%	0.00%	-0.5%	Q4 2021
UBERUber Technologies, Inc	$1.61M	0.96%	0.00%	+0.4%	Q2 2025
CRMSalesforce, Inc.	$1.5M	0.89%	0.00%	-1.7%	Q4 2021
LMTLockheed Martin Corp	$1.44M	0.86%	0.00%	-1.1%	Q4 2021
NTESNetEase, Inc.	$1.31M	0.78%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$1.26M	0.75%	0.00%	-0.2%	Q4 2021
ISRGIntuitive Surgical Inc	$1.21M	0.72%	0.00%	+0.3%	Q3 2023
ZSZscaler, Inc.	$1.12M	0.67%	0.00%	0.0%	Q4 2021
MRKMerck & Co., Inc.	$1.04M	0.62%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$967K	0.57%	0.00%	Not reported	Q4 2021
CHKPCheck Point Software Technologies Ltd	$912K	0.54%	0.00%	-2.8%	Q4 2021
MAMastercard Inc	$904K	0.54%	0.00%	Not reported	Q4 2021
GMGeneral Motors Co	$877K	0.52%	0.00%	Not reported	Q4 2021
AZNAstrazeneca PLC	$874K	0.52%	Not reported	Not reported	Q4 2021
EOIEaton Vance Enhanced Equity Income Fund	$813K	0.48%	Not reported	Not reported	Q4 2021
XPOXPO, Inc.	$803K	0.48%	0.01%	Not reported	Q4 2021
LRCXLam Research Corp	$774K	0.46%	0.00%	Not reported	Q4 2021
ALLAllstate Corp	$713K	0.42%	0.00%	Not reported	Q4 2024
BABAAlibaba Group Holding Ltd	$679K	0.40%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$652K	0.39%	0.00%	Not reported	Q4 2021
DOVDOVER Corp	$648K	0.38%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$646K	0.38%	0.00%	-0.2%	Q4 2021
PGPROCTER & GAMBLE Co	$636K	0.38%	0.00%	-1.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$601K	0.36%	0.00%	Not reported	Q2 2022
ONOn Semiconductor Corp	$582K	0.35%	0.00%	Not reported	Q4 2021
MSMorgan Stanley	$575K	0.34%	0.00%	Not reported	Q4 2021
HUBSHubspot Inc	$559K	0.33%	0.00%	-8.4%	Q4 2021
RTXRTX Corp	$524K	0.31%	0.00%	Not reported	Q4 2021
VLUEiSHARES TRUST	$502K	0.30%	Not reported	-3.1%	Q4 2021
GLWCorning Inc	$488K	0.29%	0.00%	+5.1%	Q2 2024
VRTVertiv Holdings Co	$475K	0.28%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 12, 202583 positions
NVDANvidia Corp	$13M	7.89%	0.00%	0.0%	Q4 2021
AVGOBroadcom Inc.	$9.47M	5.72%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$6.93M	4.19%	0.00%	0.0%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$6M	3.63%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$5.74M	3.47%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$5.24M	3.17%	Not reported	-0.3%	Q4 2021
MSFTMicrosoft Corp	$4.84M	2.93%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$4.13M	2.50%	0.00%	-0.2%	Q4 2021
CDNSCadence Design Systems Inc	$3.65M	2.21%	0.00%	Not reported	Q4 2023
BABoeing Co	$3.11M	1.88%	0.00%	Not reported	Q4 2021
ASMLAsml Holding NV	$3.02M	1.83%	0.00%	Not reported	Q4 2021
ANETArista Networks, Inc.	$2.82M	1.71%	0.00%	Not reported	Q3 2023
BRK.BBerkshire Hathaway Inc	$2.71M	1.64%	Not reported	Not reported	Q4 2021
VVisa Inc.	$2.4M	1.45%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$2.36M	1.43%	0.00%	Not reported	Q4 2021
CATCaterpillar Inc	$2.17M	1.31%	0.00%	Not reported	Q4 2023
TDGTransDigm Group INC	$2.12M	1.28%	0.00%	Not reported	Q4 2021
NOWServiceNow, Inc.	$2.07M	1.25%	0.00%	Not reported	Q4 2021
UBERUber Technologies, Inc	$1.93M	1.16%	0.00%	Not reported	Q2 2025
TMOThermo Fisher Scientific Inc.	$1.6M	0.97%	0.00%	-0.2%	Q4 2021
DALDelta Air Lines, Inc.	$1.56M	0.95%	0.00%	-0.7%	Q4 2021
LMTLockheed Martin Corp	$1.5M	0.91%	0.00%	-2.0%	Q4 2021
ZSZscaler, Inc.	$1.5M	0.91%	0.00%	-0.7%	Q4 2021
NTESNetEase, Inc.	$1.45M	0.88%	0.00%	Not reported	Q4 2021
CRMSalesforce, Inc.	$1.37M	0.83%	0.00%	-1.2%	Q4 2021
HONHoneywell International Inc	$1.36M	0.82%	0.00%	-0.3%	Q4 2021
CHKPCheck Point Software Technologies Ltd	$1.05M	0.63%	0.00%	-1.0%	Q4 2021
ABBVAbbVie Inc.	$980K	0.59%	0.00%	Not reported	Q4 2021
ISRGIntuitive Surgical Inc	$952K	0.58%	0.00%	-4.8%	Q3 2023
MAMastercard Inc	$901K	0.54%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$833K	0.50%	0.00%	-7.2%	Q4 2021
EOIEaton Vance Enhanced Equity Income Fund	$831K	0.50%	Not reported	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$828K	0.50%	0.00%	-5.4%	Q4 2021
TXNTexas Instruments Inc	$779K	0.47%	0.00%	Not reported	Q4 2021
XPOXPO, Inc.	$764K	0.46%	0.01%	Not reported	Q4 2021
ALLAllstate Corp	$735K	0.44%	0.00%	Not reported	Q4 2024
AZNAstrazeneca PLC	$730K	0.44%	Not reported	Not reported	Q4 2021
HUBSHubspot Inc	$711K	0.43%	0.00%	-3.1%	Q4 2021
PGPROCTER & GAMBLE Co	$694K	0.42%	0.00%	-17.0%	Q4 2021
UNPUnion Pacific Corp	$666K	0.40%	0.00%	Not reported	Q4 2021
GMGeneral Motors Co	$657K	0.40%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$609K	0.37%	0.00%	-2.3%	Q4 2021
LRCXLam Research Corp	$605K	0.37%	0.00%	Not reported	Q4 2021
DOVDOVER Corp	$554K	0.33%	0.00%	Not reported	Q4 2021
ONOn Semiconductor Corp	$530K	0.32%	0.00%	-0.9%	Q4 2021
MSMorgan Stanley	$515K	0.31%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$478K	0.29%	0.00%	Not reported	Q4 2021
VLUEiSHARES TRUST	$474K	0.29%	Not reported	-5.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$454K	0.27%	0.00%	Not reported	Q2 2022
COSTCostco Wholesale Corp	$442K	0.27%	0.00%	Not reported	Q4 2021

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