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Holdings (Monthly) Guide ↗

Technology Portfolio

· Pacific Select Fund
Monthly Holdings $661M AUM 42 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jun 2026 702,347 $140.5M 21.54% EC
2 Apple Inc 037833100 Jun 2026 225,900 $65.4M 10.02% EC
3 Marvell Technology Inc 573874104 Jun 2026 106,671 $31.8M 4.87% EC
4 Cisco Systems Inc 17275R102 Jun 2026 268,900 $31.6M 4.84% EC
5 ON Semiconductor Corp 682189105 Jun 2026 304,200 $28.8M 4.41% EC
6 Western Digital Corp 958102105 Jun 2026 44,700 $28.6M 4.38% EC
7 GLOBALFOUNDRIES Inc 000000000 Jun 2026 329,416 $27.1M 4.16% EC
8 NXP Semiconductors NV 000000000 Jun 2026 92,348 $26.0M 3.98% EC
9 Monolithic Power Systems Inc 609839105 Jun 2026 18,300 $25.3M 3.88% EC
10 Broadcom Inc 11135F101 Jun 2026 59,300 $22.4M 3.43% EC
11 Astera Labs Inc 04626A103 Jun 2026 41,600 $20.1M 3.08% EC
12 Microsoft Corp 594918104 Jun 2026 53,465 $19.9M 3.06% EC
13 Okta Inc 679295105 Jun 2026 115,137 $15.7M 2.41% EC
14 Datadog Inc 23804L103 Jun 2026 53,458 $13.9M 2.13% EC
15 Crowdstrike Holdings Inc 22788C105 Jun 2026 17,600 $13.4M 2.06% EC
16 ASML Holding NV 000000000 Jun 2026 6,600 $13.1M 2.01% EC
17 KLA Corp 482480100 Jun 2026 42,000 $12.7M 1.94% EC
18 Amazon.com Inc 023135106 Jun 2026 50,900 $12.1M 1.86% EC
19 Micron Technology Inc 595112103 Jun 2026 10,422 $12.0M 1.84% EC
20 Snowflake Inc 833445109 Jun 2026 40,070 $10.2M 1.56% EC
21 MongoDB Inc 60937P106 Jun 2026 23,600 $7.9M 1.21% EC
22 Manhattan Associates Inc 562750109 Jun 2026 54,600 $7.6M 1.17% EC
23 Cerebras Systems Inc 15675D103 Jun 2026 32,000 $7.1M 1.08% EC
24 Shopify Inc 82509L107 Jun 2026 61,700 $7.0M 1.08% EC
25 ServiceNow Inc 81762P102 Jun 2026 56,440 $5.6M 0.86% EC
26 Meta Platforms Inc 30303M102 Jun 2026 9,900 $5.6M 0.85% EC
27 Taiwan Semiconductor Manufacturing Co Ltd 874039100 Jun 2026 11,000 $5.3M 0.81% EC
28 Netflix Inc 64110L106 Jun 2026 58,700 $4.2M 0.64% EC
29 CLEAR STREET 000000000 Jun 2026 3,325,344 $3.3M 0.51% RA
30 Coherent Corp 19247G107 Jun 2026 7,400 $2.9M 0.45% EC
31 CoreWeave Inc 21873S108 Jun 2026 29,300 $2.9M 0.45% EC
32 Pacific Life U.S. Government Fund Direct 000000000 Jun 2026 2,687,810 $2.7M 0.41% STIV
33 Jabil Inc 466313103 Jun 2026 6,300 $2.4M 0.37% EC
34 HubSpot Inc 443573100 Jun 2026 11,000 $2.0M 0.31% EC
35 Rubrik Inc 781154109 Jun 2026 22,000 $1.8M 0.27% EC
36 SWIB 000000000 Jun 2026 1,540,656 $1.5M 0.24% RA
37 Airbnb Inc 009066101 Jun 2026 8,900 $1.3M 0.20% EC
38 CONTRA CYBERARK SOFTWA 000000000 Jun 2026 2,505 $113K 0.02% EC
39 Maplebear Inc 565394103 Jun 2026 1,800 $85K 0.01% EC
40 Beta Technologies Inc 086921103 Jun 2026 2,700 $45K 0.01% EC
41 Figma Inc 316841105 Jun 2026 1,100 $20K 0.00% EC
42 Bullish 000000000 Jun 2026 800 $19K 0.00% EC