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Pacer Advisors, Inc.
Joe Thomson · Asset Manager · Index/Passive
Pacer Advisors, Inc., founded in 2004 by Joe Thomson, is an SEC-registered investment advisor and a leading issuer of strategy-driven exchange-traded funds. Based in Malvern, Pennsylvania, the firm manages over $45 billion in assets and specializes in rules-based investment strategies designed to address specific portfolio needs. Pacer is best known for its innovative ETF series, including the Cash Cows series, which focuses on free cash flow yield, and the Trendpilot series, which employs trend-following indicators to manage market volatility. The firm's objective is to provide investors with transparent, efficient solutions that aim to outperform traditional benchmarks through disciplined, fundamental-based methodologies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.6% |
| YTD return | +14.0% |
| Sharpe ratio | 2.54 |
| Win rate | 61% |
| AUM | $9.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.paceretfs.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 6.5% | +10.7% |
| BMY | Bristol-Myers Squibb Company | 5.7% | +30.9% |
| NEM | Newmont Goldcorp Corp | 5.6% | +11.5% |
| BKNG | Booking Holdings Inc | 5.3% | -9.9% |
| CMCSA | Comcast Corp | 5.2% | -6.1% |
| T | AT&T Inc | 5.2% | +19.7% |
| VZ | Verizon Communications Inc | 5.1% | +6.4% |
| INTU | Intuit Inc | 5.0% | -12.4% |
| PFE | Pfizer Inc | 5.0% | +5.6% |
| AAPL | Apple Inc | 4.9% | +7.4% |
| GILD | Gilead Sciences Inc | 4.8% | +25.4% |
| ACN | Accenture plc | 4.8% | -0.7% |
| EXPE | Expedia Group Inc. | 4.8% | -12.7% |
| MPC | Marathon Petroleum Corp | 4.8% | +51.1% |
| AU | AngloGold Ashanti plc | 4.7% | -13.9% |
| CRM | Salesforce.com Inc | 4.6% | +34.4% |
| HCA | HCA Holdings Inc | 4.5% | -0.5% |
| ADBE | Adobe Systems Incorporated | 4.5% | -4.8% |
| UBER | Uber Technologies Inc | 4.5% | +1.3% |
| MO | Altria Group | 4.4% | -0.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | GILD | 4.7% → 4.8% |
| Aug 24, 2026 | SELL | CRM | 4.5% → 4.6% |
| Aug 24, 2026 | BUY | EXPE | 0.0% → 4.8% |
| Aug 24, 2026 | SELL | MO | 5.3% → 4.4% |
| Aug 24, 2026 | BUY | VZ | 5.0% → 5.1% |
Investment Style Analysis
Pacer Advisors, Inc. is widely recognized for employing a Index/Passive strategy. As of Sep 11, 2026, the firm oversees approximately $9.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Application and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Pacer Advisors, Inc. made a significant move by increasing exposure to GILD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Pacer Advisors follows a rules-based, strategy-driven investment philosophy centered on discipline and transparency. The firm believes in using quantitative, objective screens to identify market inefficiencies and high-quality companies, particularly through the lens of free cash flow yield. By prioritizing companies with strong cash generation relative to their enterprise value, Pacer aims to capture fundamental value and long-term capital appreciation. Additionally, the firm incorporates trend-following risk management techniques in its Trendpilot series to help investors navigate market volatility by alternating between equities and cash based on established moving average indicators. This systematic approach seeks to mitigate downside risk while providing exposure to market growth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Pacer Advisors, Inc..
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Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Pacer Advisors, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Pacer Advisors, Inc.'s largest holding?
As of the latest filing, Pacer Advisors, Inc.'s top position is NVIDIA Corporation (NVDA), representing 6.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Pacer Advisors, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +25.6% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 2.54, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Pacer Advisors, Inc. primarily invest in?
Pacer Advisors, Inc. has a strong preference for the Software - Application sector, which makes up 18.5% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Pacer Advisors, Inc.'s portfolio concentrated or diversified?
Pacer Advisors, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 17.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Pacer Advisors, Inc. performed in 2026?
Our AI-simulated model portfolio for Pacer Advisors, Inc. tracks a Year-to-Date (YTD) return of +14.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Joe Thomson manage Pacer Advisors, Inc. directly?
Yes, Joe Thomson serves as the key portfolio manager for Pacer Advisors, Inc., overseeing the investment strategy and final capital allocation decisions.