Fund Universe

Pacific Sage Partners, LLC

CIK 0001936845 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.773
AUM ($M)
702
Positions
126
Turnover
0.05
Top-10 wt
65%
Herfindahl
0.058
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 133 positions · portfolio value $702M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SCHR funds › SCHWAB STRATEGIC TR ADD 13.5% -0.2% 94.6 3,835,408 +355,398 5
MSFT funds › MICROSOFT CORP TRIM 9.9% -1.1% 69.6 186,646 -2,064 5
BINC funds › BLACKROCK ETF TRUST II ADD 9.7% +0.1% 67.9 1,297,061 +123,915 4
SCHF funds › SCHWAB STRATEGIC TR ADD 6.8% +0.3% 47.9 1,728,851 +55,566 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 5.8% -0.1% 40.7 699,446 +62,208 5
VTIP funds › VANGUARD MALVERN FDS ADD 5.8% -0.1% 40.7 809,759 +59,248 5
IWD funds › ISHARES TR ADD 5.7% +0.5% 39.8 164,320 +9,305 5
SSUS funds › STRATEGY SHS TRIM 2.8% -0.1% 19.5 353,250 -36,436 5
SLDR funds › GLOBAL X FDS ADD 2.5% -0.2% 17.6 354,216 +10,142 5
IWF funds › ISHARES TR ADD 2.5% +0.4% 17.6 142,005 +110,626 5
AVXC funds › AMERICAN CENTY ETF TR ADD 2.3% +0.8% 16.4 191,056 +43,633 4
SCHM funds › SCHWAB STRATEGIC TR ADD 2.3% +0.3% 16.2 439,926 +21,011 5
CUSIP:37960A438 funds › GLOBAL X FDS ADD 2.3% +0.1% 16.1 160,395 +23,116 5
BILS funds › SPDR SERIES TRUST ADD 2.2% -0.2% 15.7 158,075 +4,317 5
DFAS funds › DIMENSIONAL ETF TRUST ADD 2.2% +0.2% 15.7 190,254 +12,677 5
AMZN funds › AMAZON COM INC TRIM 2.1% +0.0% 15.0 62,922 -1,932 5
DISV funds › DIMENSIONAL ETF TRUST ADD 1.5% -0.1% 10.5 261,382 +10,203 5
PHYS funds › SPROTT ASSET MANAGEMENT LP ADD 1.4% -0.4% 10.0 330,230 +2,454 5
AAPL funds › APPLE INC TRIM 1.3% -0.0% 9.2 31,880 -1,930 5
CEF funds › SPROTT ASSET MANAGEMENT LP ADD 1.3% -0.2% 9.0 224,596 +28,689 5
PSLV funds › SPROTT ASSET MANAGEMENT LP TRIM 1.2% -0.5% 8.6 455,651 -453 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.9% -0.2% 6.4 6,826 -11 5
AMAT funds › APPLIED MATLS INC TRIM 0.9% +0.4% 6.0 8,275 -515 5
NVDA funds › NVIDIA CORPORATION TRIM 0.7% -0.1% 4.7 23,476 -5,637 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.6% +0.3% 4.5 13,199 -1 5
GOOG funds › ALPHABET INC TRIM 0.6% +0.1% 4.4 12,367 -99 5
GOOGL funds › ALPHABET INC TRIM 0.5% +0.0% 3.6 10,127 -271 5
TSLA funds › TESLA INC ADD 0.4% +0.0% 3.1 7,390 +102 5
SBUX funds › STARBUCKS CORP TRIM 0.4% -0.0% 3.1 30,122 -2,503 5
FFIV funds › F5 INC TRIM 0.4% +0.1% 2.9 7,077 -45 5
DE funds › DEERE & CO TRIM 0.4% -0.0% 2.6 4,086 -111 5
ORCL funds › ORACLE CORP TRIM 0.3% -0.0% 2.4 16,082 -359 5
ADBE funds › ADOBE INC ADD 0.3% -0.1% 2.2 10,701 +145 5
INTC funds › INTEL CORP TRIM 0.3% +0.2% 2.2 15,433 -1,079 5
HD funds › HOME DEPOT INC TRIM 0.3% -0.0% 2.0 5,577 -82 5
CSCO funds › CISCO SYS INC TRIM 0.3% +0.1% 1.9 15,880 -305 5
BA funds › BOEING CO TRIM 0.3% -0.0% 1.9 8,607 -142 5
AMGN funds › AMGEN INC TRIM 0.3% -0.0% 1.9 5,110 -159 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% -0.0% 1.8 3,645 +161 5
LLY funds › ELI LILLY & CO TRIM 0.3% +0.0% 1.8 1,509 -15 5
PGR funds › PROGRESSIVE CORP HOLD 0.2% -0.0% 1.6 7,272 +0 5
SFBC funds › SOUND FINL BANCORP INC HOLD 0.2% -0.0% 1.6 36,191 +0 5
V funds › VISA INC TRIM 0.2% +0.0% 1.4 4,219 -97 5
GLD funds › SPDR GOLD TR HOLD 0.2% -0.1% 1.4 3,916 +0 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.2% +0.0% 1.3 18,271 +3,308 5
WMT funds › WALMART INC TRIM 0.2% -0.1% 1.2 10,989 -630 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.2% -0.1% 1.2 8,712 -1,485 5
CVX funds › CHEVRON CORPORATION ADD 0.2% -0.1% 1.2 6,982 +2 5
NFLX funds › NETFLIX INC. ADD 0.2% -0.1% 1.1 14,962 +172 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.0% 1.0 4,084 -377 5
CUSIP:02072Q176 funds › EA SERIES TRUST NEW 0.1% +0.1% 1.0 19,443 +19,443 1
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 1.0 1,739 -45 5
AVDV funds › AMERICAN CENTY ETF TR ADD 0.1% -0.0% 0.9 9,006 +576 5
PCAR funds › PACCAR INC TRIM 0.1% -0.0% 0.9 7,711 -504 5
QQQ funds › INVESCO QQQ TR HOLD 0.1% +0.0% 0.9 1,159 +0 5
XCEM funds › COLUMBIA ETF TR II ADD 0.1% +0.0% 0.8 14,400 +1,564 5
CI funds › THE CIGNA GROUP ADD 0.1% -0.0% 0.8 2,739 +1 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.8 2,037 +542 3
VTV funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 0.7 3,414 -5 5
BAC funds › BANK OF AMER CORP HOLD 0.1% +0.0% 0.7 12,980 +0 5
AFRM funds › AFFIRM HLDGS INC TRIM 0.1% +0.0% 0.7 8,870 -4,930 3
EFA funds › ISHARES TR HOLD 0.1% -0.0% 0.7 6,754 +0 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.1% +0.0% 0.7 937 -6 5
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.1% +0.0% 0.7 1,345 +0 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.1% +0.0% 0.7 18,255 -1,870 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.6 3,754 -148 5
VB funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 1,694 +146 5
AVGO funds › BROADCOM INC TRIM 0.1% +0.0% 0.5 1,357 -25 5
GLW funds › CORNING INC ADD 0.1% +0.0% 0.5 1,972 +26 2
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 5,694 +4,982 5
KEEL funds › KEEL INFRASTRUCTURE CORP NEW 0.1% +0.1% 0.5 84,940 +84,940 1
JPM funds › JPMORGAN CHASE & CO TRIM 0.1% -0.0% 0.5 1,464 -501 5
VO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 5,751 +4,314 5
OKE funds › ONEOK INC NEW TRIM 0.1% -0.0% 0.5 5,275 -383 3
T funds › AT&T INC ADD 0.1% -0.0% 0.5 21,821 +2,858 5
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.4 389 +389 1
IJR funds › ISHARES TR TRIM 0.1% +0.0% 0.4 2,957 -27 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.4 4,477 -363 5
UAL funds › UNITED AIRLS HLDGS INC HOLD 0.1% +0.0% 0.4 3,066 +0 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 0.4 9,778 -56 5
GEV funds › GE VERNOVA INC NEW 0.1% +0.1% 0.4 346 +346 1
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.4 1,396 -146 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% +0.0% 0.4 1,280 -22 5
SCHD funds › SCHWAB STRATEGIC TR HOLD 0.1% -0.0% 0.4 11,320 +0 5
AOR funds › ISHARES TR ADD 0.1% +0.0% 0.4 5,075 +158 5
IVV funds › ISHARES TR ADD 0.0% +0.0% 0.3 465 +32 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 0.3 686 -89 5
GE funds › GE AEROSPACE TRIM 0.0% +0.0% 0.3 911 -6 5
IVE funds › ISHARES TR HOLD 0.0% -0.0% 0.3 1,472 +0 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.0% +0.0% 0.3 691 -9 2
B funds › BARRICK MNG CORP TRIM 0.0% -0.0% 0.3 8,964 -50 5
ABT funds › ABBOTT LABORATORIES HOLD 0.0% -0.0% 0.3 3,486 +0 5
DHR funds › DANAHER CORP DEL HOLD 0.0% -0.0% 0.3 1,659 +0 5
PI funds › IMPINJ INC HOLD 0.0% +0.0% 0.3 2,189 +0 5
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% +0.0% 0.3 1,981 +164 4
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.3 1,113 -130 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.0% -0.0% 0.3 2,791 -400 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.3 2,496 +2,184 4
CRM funds › SALESFORCE INC ADD 0.0% -0.0% 0.3 1,875 +75 5
ABBV funds › ABBVIE INC TRIM 0.0% +0.0% 0.3 1,158 -20 5
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 0.3 916 -150 5
TMUS funds › T-MOBILE US INC ADD 0.0% -0.0% 0.3 1,702 +55 5
SLV funds › ISHARES SILVER TR HOLD 0.0% -0.0% 0.3 5,325 +0 4
NEM funds › NEWMONT CORP HOLD 0.0% -0.0% 0.3 3,033 +0 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.3 650 +650 1
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% +0.0% 0.3 3,290 +0 4
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.3 4,570 +0 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.3 469 +469 1
SRE funds › SEMPRA HOLD 0.0% -0.0% 0.3 2,907 +0 5
PM funds › PHILIP MORRIS INTL INC HOLD 0.0% -0.0% 0.3 1,480 +0 5
VOO funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.3 381 +0 3
OEF funds › ISHARES TR HOLD 0.0% +0.0% 0.2 679 +0 5
TRP funds › TC ENERGY CORP HOLD 0.0% -0.0% 0.2 3,722 +0 4
SHOP funds › SHOPIFY INC TRIM 0.0% -0.0% 0.2 2,130 -3 5
ALL funds › ALLSTATE CORP HOLD 0.0% +0.0% 0.2 1,019 +0 5
GVA funds › GRANITE CONSTR INC NEW 0.0% +0.0% 0.2 1,394 +1,394 1
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.2 3,749 -550 3
EME funds › EMCOR GROUP INC NEW 0.0% +0.0% 0.2 256 +256 1
GS funds › GOLDMAN SACHS GROUP INC NEW 0.0% +0.0% 0.2 210 +210 1
DAL funds › DELTA AIR LINES INC NEW 0.0% +0.0% 0.2 2,258 +2,258 1
MPC funds › MARATHON PETE CORP TRIM 0.0% -0.0% 0.2 822 -131 2
EMR funds › EMERSON ELEC CO NEW 0.0% +0.0% 0.2 1,448 +1,448 1
WFC funds › WELLS FARGO & CO NEW 0.0% +0.0% 0.2 2,507 +2,507 1
CVS funds › CVS HEALTH CORP NEW 0.0% +0.0% 0.2 1,951 +1,951 1
LUMN funds › LUMEN TECHNOLOGIES INC TRIM 0.0% -0.0% 0.1 14,849 -1,938 5
GGN funds › GAMCO GLOBAL GOLD NAT RES & HOLD 0.0% -0.0% 0.1 17,345 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -1,718 0
NKE funds › NIKE INC EXIT 0.0% -0.0% 0.0 0 -3,868 0
CUSIP:09173B107 funds › BITFARMS LTD EXIT 0.0% -0.0% 0.0 0 -81,444 0
CMCSA funds › COMCAST CORP NEW EXIT 0.0% -0.0% 0.0 0 -7,977 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -1,424 0
REGN funds › REGENERON PHARMACEUTICALS EXIT 0.0% -0.0% 0.0 0 -308 0
MRK funds › MERCK & CO INC EXIT 0.0% -0.0% 0.0 0 -1,793 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 702 126 0.05 65% 0.058 0.771 in
2026Q1 635 120 0.05 66% 0.060 0.765 in
2025Q4 630 120 0.04 66% 0.063 0.751 in
2025Q3 597 114 0.12 67% 0.067 0.609 in
2025Q2 503 112 0.12 68% 0.074 0.632 entered
2025Q1 444 110 0.00 69% 0.077 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status