Holdings (Monthly)
Guide ↗
Focused Growth Portfolio
· Pacific Select Fund| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 67066G104 | Jun 2026 | 333,226 | $66.7M | 12.78% | EC |
| 2 | Alphabet Inc | 02079K107 | Jun 2026 | 106,013 | $37.5M | 7.18% | EC |
| 3 | Amazon.com Inc | 023135106 | Jun 2026 | 151,736 | $36.2M | 6.93% | EC |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | Jun 2026 | 70,397 | $33.6M | 6.44% | EC |
| 5 | Broadcom Inc | 11135F101 | Jun 2026 | 79,849 | $30.2M | 5.78% | EC |
| 6 | Datadog Inc | 23804L103 | Jun 2026 | 67,649 | $17.6M | 3.38% | EC |
| 7 | Howmet Aerospace Inc | 443201108 | Jun 2026 | 63,833 | $17.2M | 3.29% | EC |
| 8 | Oracle Corp | 68389X105 | Jun 2026 | 116,148 | $17.0M | 3.26% | EC |
| 9 | Eli Lilly & Co | 532457108 | Jun 2026 | 14,179 | $17.0M | 3.26% | EC |
| 10 | Lam Research Corp | 512807306 | Jun 2026 | 38,868 | $16.8M | 3.23% | EC |
| 11 | Meta Platforms Inc | 30303M102 | Jun 2026 | 28,886 | $16.3M | 3.12% | EC |
| 12 | Microsoft Corp | 594918104 | Jun 2026 | 42,982 | $16.0M | 3.07% | EC |
| 13 | Lumentum Holdings Inc | 55024U109 | Jun 2026 | 17,719 | $15.2M | 2.91% | EC |
| 14 | Forgent Power Solutions Inc | 34631F102 | Jun 2026 | 268,986 | $15.0M | 2.88% | EC |
| 15 | Apple Inc | 037833100 | Jun 2026 | 49,790 | $14.4M | 2.76% | EC |
| 16 | UnitedHealth Group Inc | 91324P102 | Jun 2026 | 32,673 | $13.6M | 2.60% | EC |
| 17 | DraftKings Inc | 26142V105 | Jun 2026 | 439,571 | $11.1M | 2.13% | EC |
| 18 | Legence Corp | 52476L109 | Jun 2026 | 123,187 | $10.5M | 2.01% | EC |
| 19 | Argenx SE | 04016X101 | Jun 2026 | 10,783 | $10.0M | 1.92% | EC |
| 20 | Danaher Corp | 235851102 | Jun 2026 | 52,302 | $10.0M | 1.91% | EC |
| 21 | Surgery Partners Inc | 86881A100 | Jun 2026 | 586,356 | $9.9M | 1.89% | EC |
| 22 | Nebius Group NV | 000000000 | Jun 2026 | 35,445 | $9.8M | 1.88% | EC |
| 23 | Boeing Co/The | 097023105 | Jun 2026 | 39,802 | $8.6M | 1.65% | EC |
| 24 | Core & Main Inc | 21874C102 | Jun 2026 | 173,304 | $8.4M | 1.60% | EC |
| 25 | MercadoLibre Inc | 58733R102 | Jun 2026 | 4,870 | $8.3M | 1.58% | EC |
| 26 | Space Exploration Technologies Corp | 84615Q103 | Jun 2026 | 45,269 | $7.7M | 1.48% | EC |
| 27 | DoorDash Inc | 25809K105 | Jun 2026 | 38,132 | $7.0M | 1.35% | EC |
| 28 | Robinhood Markets Inc | 770700102 | Jun 2026 | 66,383 | $6.7M | 1.28% | EC |
| 29 | Revolution Medicines Inc | 76155X100 | Jun 2026 | 33,794 | $6.3M | 1.21% | EC |
| 30 | Medline Inc | 58507V107 | Jun 2026 | 125,226 | $4.9M | 0.95% | EC |
| 31 | Shopify Inc | 82509L107 | Jun 2026 | 42,882 | $4.9M | 0.94% | EC |
| 32 | Global-e Online Ltd | 000000000 | Jun 2026 | 133,102 | $4.6M | 0.89% | EC |
| 33 | CLEAR STREET | 000000000 | Jun 2026 | 4,482,172 | $4.5M | 0.86% | RA |
| 34 | Palantir Technologies Inc | 69608A108 | Jun 2026 | 38,115 | $4.4M | 0.85% | EC |
| 35 | Madrigal Pharmaceuticals Inc | 558868105 | Jun 2026 | 7,424 | $4.0M | 0.76% | EC |
| 36 | Pacific Life U.S. Government Fund Direct | 000000000 | Jun 2026 | 3,622,851 | $3.6M | 0.69% | STIV |
| 37 | Vaxcyte Inc | 92243G108 | Jun 2026 | 59,038 | $3.4M | 0.66% | EC |
| 38 | SWIB | 000000000 | Jun 2026 | 2,076,622 | $2.1M | 0.40% | RA |
| 39 | Atlantic Asset Securitization LLC | 04821UG14 | Jun 2026 | 1,300,000 | $1.3M | 0.25% | STIV |