BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Value Portfolio

· Pacific Select Fund
Monthly Holdings $1.3B AUM 91 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Apple Inc 037833100 Jun 2026 280,584 $81.2M 6.34% EC
2 Microsoft Corp 594918104 Jun 2026 195,334 $72.9M 5.69% EC
3 Citigroup Inc 172967424 Jun 2026 357,271 $50.0M 3.91% EC
4 Amazon.com Inc 023135106 Jun 2026 206,654 $49.3M 3.85% EC
5 Cisco Systems Inc 17275R102 Jun 2026 308,087 $36.2M 2.83% EC
6 AbbVie Inc 00287Y109 Jun 2026 132,956 $33.5M 2.61% EC
7 Exxon Mobil Corp 30231G102 Jun 2026 240,453 $32.9M 2.57% EC
8 Philip Morris International Inc 718172109 Jun 2026 168,095 $30.4M 2.38% EC
9 Coca-Cola Co/The 191216100 Jun 2026 372,036 $30.2M 2.36% EC
10 Advanced Micro Devices Inc 007903107 Jun 2026 47,880 $27.8M 2.17% EC
11 Bank of America Corp 060505104 Jun 2026 473,662 $27.0M 2.11% EC
12 UnitedHealth Group Inc 91324P102 Jun 2026 63,113 $26.2M 2.05% EC
13 PulteGroup Inc 745867101 Jun 2026 177,729 $24.4M 1.91% EC
14 Southwest Airlines Co 844741108 Jun 2026 473,439 $24.3M 1.90% EC
15 Capital One Financial Corp 14040H105 Jun 2026 117,721 $23.6M 1.85% EC
16 McKesson Corp 58155Q103 Jun 2026 30,564 $23.1M 1.80% EC
17 Charles Schwab Corp/The 808513105 Jun 2026 240,800 $22.2M 1.74% EC
18 Thermo Fisher Scientific Inc 883556102 Jun 2026 42,570 $21.3M 1.67% EC
19 General Motors Co 37045V100 Jun 2026 276,014 $21.3M 1.66% EC
20 NextEra Energy Inc 65339F101 Jun 2026 239,169 $21.0M 1.64% EC
21 Corteva Inc 22052L104 Jun 2026 242,819 $20.6M 1.61% EC
22 Freeport-McMoRan Inc 35671D857 Jun 2026 321,583 $20.2M 1.58% EC
23 PNC Financial Services Group Inc/The 693475105 Jun 2026 80,256 $19.8M 1.54% EC
24 RTX Corp 75513E101 Jun 2026 100,395 $19.0M 1.49% EC
25 Allstate Corp/The 020002101 Jun 2026 76,821 $18.3M 1.43% EC
26 Procter & Gamble Co/The 742718109 Jun 2026 121,268 $17.8M 1.39% EC
27 Regeneron Pharmaceuticals Inc 75886F107 Jun 2026 28,421 $17.7M 1.38% EC
28 FedEx Corp 31428X106 Jun 2026 56,186 $17.6M 1.37% EC
29 Goldman Sachs Group Inc/The 38141G104 Jun 2026 16,717 $16.9M 1.32% EC
30 Seagate Technology Holdings PLC 000000000 Jun 2026 17,403 $16.8M 1.31% EC
31 NRG Energy Inc 629377508 Jun 2026 114,966 $16.8M 1.31% EC
32 AstraZeneca PLC 000000000 Jun 2026 87,746 $16.6M 1.30% EC
33 United Rentals Inc 911363109 Jun 2026 14,311 $16.2M 1.27% EC
34 Hilton Worldwide Holdings Inc 43300A203 Jun 2026 48,943 $16.2M 1.26% EC
35 Valero Energy Corp 91913Y100 Jun 2026 61,711 $16.1M 1.26% EC
36 CRH PLC 000000000 Jun 2026 145,633 $15.6M 1.22% EC
37 Vertex Pharmaceuticals Inc 92532F100 Jun 2026 28,842 $14.3M 1.12% EC
38 Walmart Inc 931142103 Jun 2026 123,004 $13.9M 1.09% EC
39 Shell PLC 000000000 Jun 2026 355,895 $13.8M 1.08% EC
40 Northrop Grumman Corp 666807102 Jun 2026 26,906 $13.7M 1.07% EC
41 Marvell Technology Inc 573874104 Jun 2026 45,160 $13.5M 1.05% EC
42 Prologis Inc 74340W103 Jun 2026 92,154 $12.5M 0.98% EC
43 CME Group Inc 12572Q105 Jun 2026 55,768 $12.3M 0.96% EC
44 T-Mobile US Inc 872590104 Jun 2026 72,129 $12.1M 0.95% EC
45 JPMorgan Chase & Co 46625H100 Jun 2026 36,734 $12.0M 0.94% EC
46 Honeywell International Inc 438516205 Jun 2026 53,469 $12.0M 0.94% EC
47 Honeywell Aerospace Inc 43849R105 Jun 2026 53,469 $11.8M 0.92% EC
48 Ingersoll Rand Inc 45687V106 Jun 2026 140,750 $11.5M 0.90% EC
49 Otis Worldwide Corp 68902V107 Jun 2026 160,268 $11.5M 0.90% EC
50 ConocoPhillips 20825C104 Jun 2026 110,299 $11.5M 0.90% EC
51 Becton Dickinson & Co 075887109 Jun 2026 75,590 $11.4M 0.89% EC
52 American International Group Inc 026874784 Jun 2026 153,472 $11.4M 0.89% EC
53 Apollo Global Management Inc 03769M106 Jun 2026 94,813 $11.2M 0.88% EC
54 Accenture PLC 000000000 Jun 2026 78,488 $9.8M 0.76% EC
55 Novo Nordisk A/S 670100205 Jun 2026 200,152 $9.6M 0.75% EC
56 Kroger Co/The 501044101 Jun 2026 164,652 $9.1M 0.71% EC
57 State Street Corp 857477103 Jun 2026 50,799 $8.6M 0.67% EC
58 Vornado Realty Trust 929042109 Jun 2026 209,129 $8.2M 0.64% EC
59 American Electric Power Co Inc 025537101 Jun 2026 58,816 $8.0M 0.63% EC
60 Trane Technologies PLC 000000000 Jun 2026 16,276 $8.0M 0.62% EC
61 PPG Industries Inc 693506107 Jun 2026 57,717 $7.0M 0.55% EC
62 Boston Scientific Corp 101137107 Jun 2026 153,966 $6.6M 0.51% EC
63 BJ's Wholesale Club Holdings Inc 05550J101 Jun 2026 69,215 $6.0M 0.47% EC
64 Fedex Freight Holding Co Inc 314352105 Jun 2026 31,205 $4.7M 0.37% EC
65 Waters Corp 941848103 Jun 2026 10,242 $3.8M 0.30% EC
66 American Tower Corp 03027X100 Jun 2026 21,422 $3.5M 0.27% EC
67 Eastman Chemical Co 277432100 Jun 2026 47,454 $3.2M 0.25% EC
68 United States Treasury 912797TN7 Jun 2026 1,065,100 $1.1M 0.08% STIV
69 United States Treasury 912797UL9 Jun 2026 500,000 $494K 0.04% STIV
70 Toronto-Dominion Bank 000000000 Jun 2026 1 $205K 0.02% DFE
71 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $190K 0.01% DFE
72 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $180K 0.01% DFE
73 Toronto-Dominion Bank 000000000 Jun 2026 1 $160K 0.01% DFE
74 JPMorgan Chase Bank NA 000000000 Jun 2026 1 $72K 0.01% DFE
75 State Street Bank & Trust Co. 000000000 Jun 2026 1 $66K 0.01% DFE
76 Citibank NA 000000000 Jun 2026 1 $55K 0.00% DFE
77 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $13K 0.00% DFE
78 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $10K 0.00% DFE
79 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $8K 0.00% DFE
80 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $7K 0.00% DFE
81 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $4K 0.00% DFE
82 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $-582 -0.00% DFE
83 Bank of America NA 000000000 Jun 2026 1 $-3832 -0.00% DFE
84 State Street Bank & Trust Co. 000000000 Jun 2026 1 $-7608 -0.00% DFE
85 Morgan Stanley & Co. International PLC 000000000 Jun 2026 1 $-7635 -0.00% DFE
86 Goldman Sachs International 000000000 Jun 2026 1 $-11617 -0.00% DFE
87 UBS AG 000000000 Jun 2026 1 $-30994 -0.00% DFE
88 Bank of America NA 000000000 Jun 2026 1 $-44726 -0.00% DFE
89 Goldman Sachs International 000000000 Jun 2026 1 $-48916 -0.00% DFE
90 Westpac Banking Corp. 000000000 Jun 2026 1 $-56826 -0.00% DFE
91 Citibank NA 000000000 Jun 2026 1 $-89165 -0.01% DFE