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Asset Manager ← All Institutions

Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY, MALVERN, PA 19355 • 610-644-8100

Q2 2025 · Filed 2025-08-12
Market Value
$34.8B
-3.3%
Holdings
1,296
-85
New Purchases
113
Added To
547
Closed
223
Reduced
397
Top 10 Concentration
14.0%
Turnover
25.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DIS 1.33% 0.03% +1.30% $462M
ADBE 1.18% 0.06% +1.13% $412M
MCK 1.12% 0.02% +1.10% $390M
ABC 0.78% 0.01% +0.76% $270M
NVDA 1.36% 0.60% +0.76% $474M
MSFT 1.26% 0.59% +0.67% $438M
PSX 0.64% 0.06% +0.58% $224M
CAH 0.56% 0.01% +0.55% $193M
AVGO 0.72% 0.25% +0.47% $251M
STZ 0.38% 0.00% +0.38% $133M
CNHI 0.37% 0.00% +0.37% $129M
CF 0.66% 0.32% +0.35% $231M
DLTR 0.34% 0.00% +0.34% $119M
KEYS 0.33% 0.00% +0.33% $115M
AMZN 0.73% 0.40% +0.33% $253M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LOW 0.03% 1.32% -1.29% $10M
HCA 0.02% 1.30% -1.28% $6M
UBER 0.06% 1.32% -1.26% $20M
CAT 0.04% 1.30% -1.25% $15M
AMAT 0.07% 1.24% -1.17% $25M
SCCO 0.04% 0.70% -0.66% $15M
EMR 0.02% 0.67% -0.65% $7M
PCAR 0.02% 0.57% -0.55% $8M
MPC 0.96% 1.42% -0.46% $334M
GEN 0.29% 0.74% -0.45% $102M
NRG 0.02% 0.44% -0.41% $8M
WAB 0.01% 0.37% -0.36% $4M
HPE 0.01% 0.35% -0.34% $4M
BLDR 0.00% 0.30% -0.30% $1M
WPC 0.02% 0.31% -0.29% $6M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 18.1%
Communication Services 17.1%
Financial Services 13.2%
Healthcare 12.7%
Industrials 12.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $7.3B 20.9%
Large Cap 667 $23.4B 67.2%
Mid Cap 394 $3.0B 8.6%
Small Cap 143 $643M 1.8%
Micro Cap 21 $534M 1.5%

Portfolio Analytics

Avg Market Cap
$68.5B
Median Market Cap
$13.0B
Avg P/E
32.9
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,269
# ETFs / Funds
27

Top Holdings (1,296 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 XOM 1.45% 4,695,785 $506M $107.80 -$92M -332,844 -6.6%
2 CSCO 1.45% 7,253,559 $503M $69.38 $2M -867,327 -10.7%
3 CMCSA 1.40% 13,628,946 $486M $35.69 -$2M +400,214 +3.0%
4 T 1.39% 16,768,687 $485M $28.94 -$79M -3,193,770 -16.0%
5 MO 1.39% 8,232,792 $483M $58.63 -$82M -1,183,578 -12.6%
6 PFE 1.38% 19,859,300 $481M $24.24 -$27M -194,528 -1.0%
7 CVX 1.38% 3,361,049 $481M $143.19 -$95M -85,358 -2.5%
8 AMGN 1.38% 1,718,301 $480M $279.21 -$12M +140,550 +8.9%
9 BKNG 1.38% 82,764 $479M $5,789.24 -$38M -29,437 -26.2%
10 QCOM 1.37% 3,005,313 $479M $159.26 -$5M -142,796 -4.5%
11 MRK 1.37% 6,041,762 $478M $79.16 $4M +754,961 +14.3%
12 JNJ 1.37% 3,127,253 $478M $152.75 -$25M +97,169 +3.2%
13 COP 1.37% 5,295,107 $475M $89.74 -$91M -99,901 -1.9%
14 NVDA 1.36% 2,999,998 $474M $157.99 $259M +1,015,224 +51.1%
15 VZ 1.33% 10,708,372 $463M $43.27 -$67M -988,631 -8.4%
16 DIS 1.33% 3,722,351 $462M $124.01 $452M +3,629,837 +3923.6%
17 GILD 1.31% 4,119,722 $457M $110.87 -$91M -765,414 -15.7%
18 EOG 1.30% 3,777,887 $452M $119.61 -$55M -178,143 -4.5%
19 BMY 1.29% 9,715,442 $450M $46.29 -$96M +772,450 +8.6%
20 UPS 1.28% 4,417,865 $446M $100.94 -$31M +81,690 +1.9%
21 CRM 1.26% 1,609,283 $439M $272.69 -$50M -210,979 -11.6%
22 MSFT 1.26% 879,593 $438M $497.41 $225M +313,952 +55.5%
23 NKE 1.25% 6,124,437 $435M $71.04 $82M +565,666 +10.2%
24 F-PD 1.25% 40,026,449 $434M $10.85 -$58M -9,051,599 -18.4%
25 UAL 1.21% 5,280,768 $421M $79.63 $71M +212,665 +4.2%
26 ADBE 1.18% 1,065,582 $412M $386.88 $391M +1,011,457 +1868.7%
27 ACN 1.15% 1,334,496 $399M $298.89 -$52M -110,785 -7.7%
28 MCK 1.12% 532,583 $390M $732.78 $383M +522,075 +4968.4%
29 AAPL 1.01% 1,709,447 $351M $205.17 $105M +601,268 +54.3%
30 SLB 0.99% 10,173,541 $344M $33.80 -$13M +1,646,675 +19.3%
31 NEM 0.98% 5,863,919 $342M $58.26 $82M +487,368 +9.1%
32 MPC 0.96% 2,008,157 $334M $166.11 -$177M -1,494,215 -42.7%
33 ABNB 0.92% 2,428,150 $321M $132.34 -$13M -373,749 -13.3%
34 OXY 0.90% 7,483,249 $314M $42.01 -$49M +130,196 +1.8%
35 FANG 0.88% 2,237,071 $307M $137.40 -$19M +197,811 +9.7%
36 TGT 0.81% 2,869,390 $283M $98.65 -$60M -420,302 -12.8%
37 VLO 0.81% 2,097,310 $282M $134.42 -$97M -770,701 -26.9%
38 ABC 0.78% 900,571 $270M $299.85 $266M +886,520 +6309.3%
39 AMZN 0.73% 1,152,950 $253M $219.39 $109M +394,115 +51.9%
40 EXPE 0.72% 1,487,768 $251M $168.68 -$25M -153,597 -9.4%
41 AVGO 0.72% 909,763 $251M $275.65 $160M +367,132 +67.7%
42 REGN 0.67% 445,134 $234M $525.00 -$25M +37,764 +9.3%
43 CF 0.66% 2,505,805 $231M $92.00 $117M +1,054,467 +72.7%
44 META 0.64% 304,148 $224M $738.09 $106M +98,156 +47.6%
45 PSX 0.64% 1,877,705 $224M $119.30 $201M +1,693,768 +920.8%
46 KHC 0.61% 8,228,802 $212M $25.82 -$14M +784,740 +10.5%
47 DHI 0.60% 1,632,557 $210M $128.92 -$5M -58,499 -3.5%
48 DAL 0.58% 4,096,984 $201M $49.18 $12M -239,725 -5.5%
49 CAH 0.56% 1,151,774 $193M $168.00 $191M +1,132,301 +5814.7%
50 HPQ 0.53% 7,597,046 $186M $24.46 -$48M -846,157 -10.0%
51 OMC 0.53% 2,570,023 $185M $71.94 -$43M -174,057 -6.3%
52 GIS 0.49% 3,294,401 $171M $51.81 -$35M -149,580 -4.3%
53 KMB 0.49% 1,315,976 $170M $128.92 -$27M -68,342 -4.9%
54 HAL 0.48% 8,247,881 $168M $20.38 -$26M +606,337 +7.9%
55 BIIB 0.48% 1,319,991 $166M $125.59 -$19M -32,569 -2.4%
56 IQV 0.47% 1,027,852 $162M $157.59 $8M +156,148 +17.9%
57 EA 0.46% 1,002,143 $160M $159.70 -$2M -116,542 -10.4%
58 CTSH 0.44% 1,969,448 $154M $78.03 $18M +192,847 +10.8%
59 BKR 0.43% 3,943,087 $151M $38.34 -$18M +86,172 +2.2%
60 EBAY 0.42% 1,972,411 $147M $74.46 -$2M -223,910 -10.2%
61 UTHR 0.42% 509,737 $146M $287.35 -$22M -38,355 -7.0%
62 DG 0.40% 1,225,668 $140M $114.38 $1M -356,901 -22.6%
63 ZM 0.39% 1,745,364 $136M $77.98 -$11M -249,152 -12.5%
64 HSY 0.39% 815,388 $135M $165.95 -$5M -4,058 -0.5%
65 LEN 0.39% 1,215,364 $134M $110.61 -$44M -336,057 -21.7%
66 STZ 0.38% 817,019 $133M $162.68 $131M +809,104 +10222.4%
67 CNHI 0.37% 9,962,038 $129M $12.96 $128M +9,861,978 +9856.1%
68 PLTR 0.37% 932,178 $127M $136.32 $56M +92,259 +11.0%
69 DLTR 0.34% 1,202,952 $119M $99.04 $118M +1,192,587 +11505.9%
70 TSLA 0.33% 364,908 $116M $317.66 $48M +102,828 +39.2%
71 GDDY 0.33% 641,648 $116M $180.06 -$1M -6,099 -0.9%
72 KEYS 0.33% 702,652 $115M $163.86 $114M +693,217 +7347.3%
73 IT 0.33% 284,163 $115M $404.22 $113M +280,019 +6757.2%
74 GOOGL 0.33% 647,882 $114M $176.23 $50M +230,947 +55.4%
75 JBL 0.33% 521,826 $114M $218.10 $38M -37,873 -6.8%
76 PHM 0.32% 1,072,769 $113M $105.46 -$7M -94,133 -8.1%
77 LYB 0.32% 1,916,595 $111M $57.86 -$31M -98,933 -4.9%
78 ON 0.32% 2,096,764 $110M $52.41 $23M -49,457 -2.3%
79 EME 0.31% 199,508 $107M $534.89 -$91M -335,077 -62.7%
80 NVR 0.31% 14,442 $107M $7,385.66 $2M +58 +0.4%
81 THC 0.30% 590,028 $104M $176.00 +590,028 NEW
82 GEN 0.29% 3,457,453 $102M $29.40 -$165M -6,597,745 -65.6%
83 DOCU 0.28% 1,268,605 $99M $77.89 $4M +101,315 +8.7%
84 GOOG 0.28% 547,488 $97M $177.39 $42M +196,555 +56.0%
85 TSN 0.27% 1,704,910 $95M $55.94 -$9M +69,673 +4.3%
86 NFLX 0.27% 70,997 $95M $1,339.13 $50M +22,730 +47.1%
87 OKTA 0.27% 949,258 $95M $99.97 $82M +826,976 +676.3%
88 LDOS 0.27% 600,580 $95M $157.76 -$265K -103,526 -14.7%
89 PINS 0.27% 2,618,927 $94M $35.86 $15M +87,186 +3.4%
90 NTAP 0.27% 875,870 $93M $106.55 -$550K -192,824 -18.0%
91 ABBV 0.27% 497,701 $92M $185.62 $15M +127,289 +34.4%
92 FFIV 0.26% 309,111 $91M $294.32 $7M -7,881 -2.5%
93 CTRA 0.26% 3,570,550 $91M $25.38 $1M +470,486 +15.2%
94 SSNC 0.26% 1,072,695 $89M $82.80 $3M +43,167 +4.2%
95 WDC 0.25% 1,380,500 $88M $63.99 $87M +1,342,974 +3578.8%
96 SWKS 0.25% 1,184,970 $88M $74.52 $339K -176,081 -12.9%
97 FOXA 0.25% 1,555,945 $87M $56.04 $86M +1,541,756 +10865.9%
98 EXEL 0.24% 1,927,910 $85M $44.07 $60M +1,249,843 +184.3%
99 VTRS 0.24% 9,357,343 $84M $8.93 -$15M -2,000,758 -17.6%
100 BBY 0.24% 1,234,822 $83M $67.13 $8M +211,145 +20.6%

New Positions

SymbolValue% Port
THC $104M 0.30%
CART $71M 0.20%
FTI $69M 0.20%
BBWI $52M 0.15%
PTCT $36M 0.10%
RUSHA $26M 0.08%
CRC $25M 0.07%
TNET $23M 0.06%
RAL $22M 0.06%
GHC $21M 0.06%
BILL $20M 0.06%
APLE $18M 0.05%
RHI $17M 0.05%
UVV $14M 0.04%
INT $12M 0.04%

Sold Out Positions

SymbolValue% Port
RHHBY —%
OGS —%
BAYRY —%
ATR —%
RH —%
AN —%
ARMK —%
GNK —%
MTDR —%
HMC —%
DINO —%
QXO —%
AEM —%
BKH —%
HR —%
View SEC EDGAR Filings for Pacer Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms