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Holdings (Monthly) Guide ↗

Hedged Equity Portfolio

· Pacific Select Fund
Monthly Holdings $510M AUM 153 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jun 2026 183,815 $36.8M 8.04% EC
2 Apple Inc 037833100 Jun 2026 102,416 $29.6M 6.48% EC
3 Microsoft Corp 594918104 Jun 2026 58,738 $21.9M 4.79% EC
4 Amazon.com Inc 023135106 Jun 2026 79,523 $19.0M 4.14% EC
5 Alphabet Inc 02079K305 Jun 2026 42,719 $15.3M 3.34% EC
6 Broadcom Inc 11135F101 Jun 2026 36,231 $13.7M 2.99% EC
7 Alphabet Inc 02079K107 Jun 2026 31,084 $11.0M 2.40% EC
8 Micron Technology Inc 595112103 Jun 2026 9,115 $10.5M 2.30% EC
9 Meta Platforms Inc 30303M102 Jun 2026 16,678 $9.4M 2.05% EC
10 Lam Research Corp 512807306 Jun 2026 18,630 $8.1M 1.76% EC
11 Tesla Inc 88160R101 Jun 2026 16,899 $7.1M 1.55% EC
12 Advanced Micro Devices Inc 007903107 Jun 2026 12,044 $7.0M 1.53% EC
13 Berkshire Hathaway Inc 084670702 Jun 2026 11,556 $5.8M 1.26% EC
14 Eli Lilly & Co 532457108 Jun 2026 4,754 $5.7M 1.25% EC
15 Johnson & Johnson 478160104 Jun 2026 21,866 $5.6M 1.21% EC
16 Exxon Mobil Corp 30231G102 Jun 2026 39,987 $5.5M 1.19% EC
17 AbbVie Inc 00287Y109 Jun 2026 21,712 $5.5M 1.19% EC
18 Mastercard Inc 57636Q104 Jun 2026 10,415 $5.3M 1.17% EC
19 Bank of America Corp 060505104 Jun 2026 83,849 $4.8M 1.04% EC
20 Trane Technologies PLC 000000000 Jun 2026 9,225 $4.5M 0.99% EC
21 Visa Inc 92826C839 Jun 2026 12,565 $4.3M 0.94% EC
22 RTX Corp 75513E101 Jun 2026 22,358 $4.2M 0.93% EC
23 Howmet Aerospace Inc 443201108 Jun 2026 14,387 $3.9M 0.85% EC
24 NextEra Energy Inc 65339F101 Jun 2026 44,052 $3.9M 0.84% EC
25 PepsiCo Inc 713448108 Jun 2026 27,815 $3.8M 0.82% EC
26 3M Co 88579Y101 Jun 2026 22,795 $3.7M 0.81% EC
27 Wells Fargo & Co 949746101 Jun 2026 44,170 $3.7M 0.80% EC
28 Seagate Technology Holdings PLC 000000000 Jun 2026 3,743 $3.6M 0.79% EC
29 Lowe's Cos Inc 548661107 Jun 2026 15,636 $3.4M 0.75% EC
30 Intel Corp 458140100 Jun 2026 24,314 $3.4M 0.74% EC
31 UnitedHealth Group Inc 91324P102 Jun 2026 8,165 $3.4M 0.74% EC
32 AT&T Inc 00206R102 Jun 2026 157,579 $3.3M 0.71% EC
33 Amphenol Corp 032095101 Jun 2026 18,365 $3.2M 0.71% EC
34 Philip Morris International Inc 718172109 Jun 2026 17,756 $3.2M 0.70% EC
35 Aon PLC 000000000 Jun 2026 9,546 $3.2M 0.69% EC
36 McDonald's Corp 580135101 Jun 2026 11,695 $3.2M 0.69% EC
37 Charles Schwab Corp/The 808513105 Jun 2026 33,859 $3.1M 0.68% EC
38 Texas Instruments Inc 882508104 Jun 2026 10,356 $3.1M 0.67% EC
39 EOG Resources Inc 26875P101 Jun 2026 23,635 $3.1M 0.67% EC
40 Ecolab Inc 278865100 Jun 2026 10,717 $3.0M 0.65% EC
41 Oracle Corp 68389X105 Jun 2026 20,270 $3.0M 0.65% EC
42 Walmart Inc 931142103 Jun 2026 26,037 $2.9M 0.64% EC
43 Citigroup Inc 172967424 Jun 2026 21,044 $2.9M 0.64% EC
44 Western Digital Corp 958102105 Jun 2026 4,554 $2.9M 0.64% EC
45 Deere & Co 244199105 Jun 2026 4,466 $2.8M 0.62% EC
46 Analog Devices Inc 032654105 Jun 2026 6,975 $2.8M 0.61% EC
47 Corning Inc 219350105 Jun 2026 10,747 $2.7M 0.60% EC
48 Stryker Corp 863667101 Jun 2026 8,716 $2.7M 0.60% EC
49 Morgan Stanley 617446448 Jun 2026 12,378 $2.6M 0.57% EC
50 NXP Semiconductors NV 000000000 Jun 2026 9,094 $2.6M 0.56% EC
51 ServiceNow Inc 81762P102 Jun 2026 24,926 $2.5M 0.54% EC
52 Bristol-Myers Squibb Co 110122108 Jun 2026 42,839 $2.5M 0.54% EC
53 Walt Disney Co/The 254687106 Jun 2026 25,626 $2.5M 0.54% EC
54 Ventas Inc 92276F100 Jun 2026 26,485 $2.4M 0.51% EC
55 Arthur J Gallagher & Co 363576109 Jun 2026 10,202 $2.3M 0.51% EC
56 Mondelez International Inc 609207105 Jun 2026 40,348 $2.3M 0.51% EC
57 Eaton Corp PLC 000000000 Jun 2026 5,080 $2.2M 0.47% EC
58 Ross Stores Inc 778296103 Jun 2026 10,084 $2.1M 0.47% EC
59 US Bancorp 902973304 Jun 2026 35,275 $2.1M 0.47% EC
60 Chipotle Mexican Grill Inc 169656105 Jun 2026 61,904 $2.1M 0.46% EC
61 Sempra 816851109 Jun 2026 22,469 $2.1M 0.46% EC
62 Arista Networks Inc 040413205 Jun 2026 12,247 $2.1M 0.45% EC
63 Hilton Worldwide Holdings Inc 43300A203 Jun 2026 6,271 $2.1M 0.45% EC
64 Equinix Inc 29444U700 Jun 2026 1,952 $2.0M 0.44% EC
65 Entergy Corp 29364G103 Jun 2026 17,167 $2.0M 0.43% EC
66 GE Vernova Inc 36828A101 Jun 2026 1,667 $2.0M 0.43% EC
67 Vertiv Holdings Co 92537N108 Jun 2026 5,813 $1.9M 0.43% EC
68 Capital One Financial Corp 14040H105 Jun 2026 9,696 $1.9M 0.43% EC
69 Yum! Brands Inc 988498101 Jun 2026 12,032 $1.9M 0.42% EC
70 Regeneron Pharmaceuticals Inc 75886F107 Jun 2026 3,048 $1.9M 0.42% EC
71 Fifth Third Bancorp 316773100 Jun 2026 33,715 $1.9M 0.42% EC
72 American Express Co 025816109 Jun 2026 5,579 $1.9M 0.41% EC
73 Edwards Lifesciences Corp 28176E108 Jun 2026 20,701 $1.9M 0.41% EC
74 Linde PLC 000000000 Jun 2026 3,566 $1.9M 0.40% EC
75 Southern Co/The 842587107 Jun 2026 18,899 $1.8M 0.40% EC
76 Baker Hughes Co 05722G100 Jun 2026 31,549 $1.8M 0.38% EC
77 Vertex Pharmaceuticals Inc 92532F100 Jun 2026 3,456 $1.7M 0.38% EC
78 Corpay Inc 219948106 Jun 2026 5,142 $1.7M 0.37% EC
79 Welltower Inc 95040Q104 Jun 2026 7,505 $1.7M 0.37% EC
80 Palantir Technologies Inc 69608A108 Jun 2026 14,303 $1.7M 0.36% EC
81 ConocoPhillips 20825C104 Jun 2026 15,865 $1.6M 0.36% EC
82 Dover Corp 260003108 Jun 2026 7,306 $1.6M 0.36% EC
83 AutoZone Inc 053332102 Jun 2026 507 $1.6M 0.35% EC
84 TransDigm Group Inc 893641100 Jun 2026 1,181 $1.6M 0.34% EC
85 Accenture PLC 000000000 Jun 2026 11,997 $1.5M 0.33% EC
86 Cigna Group/The 125523100 Jun 2026 5,338 $1.5M 0.32% EC
87 Burlington Stores Inc 122017106 Jun 2026 4,626 $1.5M 0.32% EC
88 Sandisk Corp 80004C200 Jun 2026 624 $1.4M 0.31% EC
89 Keurig Dr Pepper Inc 49271V100 Jun 2026 42,269 $1.4M 0.30% EC
90 Booking Holdings Inc 09857L108 Jun 2026 7,695 $1.4M 0.30% EC
91 Medtronic PLC 000000000 Jun 2026 17,280 $1.4M 0.30% EC
92 Affirm Holdings Inc 00827B106 Jun 2026 16,503 $1.3M 0.29% EC
93 Cadence Design Systems Inc 127387108 Jun 2026 3,579 $1.3M 0.29% EC
94 Union Pacific Corp 907818108 Jun 2026 4,911 $1.3M 0.29% EC
95 FedEx Corp 31428X106 Jun 2026 4,210 $1.3M 0.29% EC
96 Waters Corp 941848103 Jun 2026 3,238 $1.2M 0.27% EC
97 United Rentals Inc 911363109 Jun 2026 1,044 $1.2M 0.26% EC
98 Carnival Corp Ltd 000000000 Jun 2026 40,871 $1.2M 0.26% EC
99 PPG Industries Inc 693506107 Jun 2026 9,577 $1.2M 0.25% EC
100 Netflix Inc 64110L106 Jun 2026 16,191 $1.2M 0.25% EC
101 Boston Scientific Corp 101137107 Jun 2026 26,823 $1.1M 0.25% EC
102 Thermo Fisher Scientific Inc 883556102 Jun 2026 2,244 $1.1M 0.25% EC
103 Emerson Electric Co 291011104 Jun 2026 7,748 $1.1M 0.24% EC
104 Humana Inc 444859102 Jun 2026 2,662 $1.1M 0.23% EC
105 Autodesk Inc 052769106 Jun 2026 5,368 $1.0M 0.23% EC
106 Progressive Corp/The 743315103 Jun 2026 4,707 $1.0M 0.22% EC
107 DoorDash Inc 25809K105 Jun 2026 5,527 $1.0M 0.22% EC
108 Masco Corp 574599106 Jun 2026 12,460 $1.0M 0.22% EC
109 American Tower Corp 03027X100 Jun 2026 6,112 $1000K 0.22% EC
110 Fidelity National Information Services Inc 31620M106 Jun 2026 25,092 $976K 0.21% EC
111 McKesson Corp 58155Q103 Jun 2026 1,288 $973K 0.21% EC
112 Leidos Holdings Inc 525327102 Jun 2026 9,252 $953K 0.21% EC
113 Expedia Group Inc 30212P303 Jun 2026 3,640 $931K 0.20% EC
114 Crowdstrike Holdings Inc 22788C105 Jun 2026 1,183 $903K 0.20% EC
115 Vulcan Materials Co 929160109 Jun 2026 3,024 $892K 0.19% EC
116 Apollo Global Management Inc 03769M106 Jun 2026 7,279 $861K 0.19% EC
117 Altria Group Inc 02209S103 Jun 2026 11,650 $838K 0.18% EC
118 Blackstone Inc 09260D107 Jun 2026 7,032 $827K 0.18% EC
119 Equity LifeStyle Properties Inc 29472R108 Jun 2026 12,741 $821K 0.18% EC
120 AppLovin Corp 03831W108 Jun 2026 1,561 $804K 0.18% EC
121 Cencora Inc 03073E105 Jun 2026 2,706 $766K 0.17% EC
122 Textron Inc 883203101 Jun 2026 8,211 $753K 0.16% EC
123 Diamondback Energy Inc 25278X109 Jun 2026 4,236 $745K 0.16% EC
124 Martin Marietta Materials Inc 573284106 Jun 2026 1,264 $729K 0.16% EC
125 Intuit Inc 461202103 Jun 2026 2,763 $721K 0.16% EC
126 Newmont Corp 651639106 Jun 2026 7,699 $719K 0.16% EC
127 Fortinet Inc 34959E109 Jun 2026 4,658 $716K 0.16% EC
128 EQT Corp 26884L109 Jun 2026 12,656 $673K 0.15% EC
129 Delta Air Lines Inc 247361702 Jun 2026 7,109 $666K 0.15% EC
130 Ingersoll Rand Inc 45687V106 Jun 2026 8,030 $658K 0.14% EC
131 Church & Dwight Co Inc 171340102 Jun 2026 6,608 $640K 0.14% EC
132 Toast Inc 888787108 Jun 2026 22,206 $618K 0.13% EC
133 Arch Capital Group Ltd 000000000 Jun 2026 5,967 $579K 0.13% EC
134 Cognizant Technology Solutions Corp 192446102 Jun 2026 14,892 $577K 0.13% EC
135 EMCOR Group Inc 29084Q100 Jun 2026 693 $575K 0.13% EC
136 Chicago Mercantile Exchange 000000000 Jun 2026 127 $567K 0.12% DE
137 Space Exploration Technologies Corp 84615Q103 Jun 2026 3,018 $516K 0.11% EC
138 Intercontinental Exchange Inc 45866F104 Jun 2026 4,132 $509K 0.11% EC
139 Ciena Corp 171779309 Jun 2026 1,000 $491K 0.11% EC
140 United Airlines Holdings Inc 910047109 Jun 2026 3,342 $454K 0.10% EC
141 Omnicom Group Inc 681919106 Jun 2026 6,123 $446K 0.10% EC
142 Neurocrine Biosciences Inc 64125C109 Jun 2026 2,405 $405K 0.09% EC
143 Chubb Ltd 000000000 Jun 2026 969 $330K 0.07% EC
144 Lennar Corp 526057104 Jun 2026 3,607 $326K 0.07% EC
145 Fedex Freight Holding Co Inc 314352105 Jun 2026 2,105 $318K 0.07% EC
146 Warner Music Group Corp 934550203 Jun 2026 11,402 $309K 0.07% EC
147 Aptiv PLC 000000000 Jun 2026 3,597 $221K 0.05% EC
148 American Water Works Co Inc 030420103 Jun 2026 1,099 $145K 0.03% EC
149 WEX Inc 96208T104 Jun 2026 998 $141K 0.03% EC
150 Ball Corp 058498106 Jun 2026 1,861 $116K 0.03% EC
151 Options Clearing Corp. 000000000 Jun 2026 669 $0 0.00% DE
152 Options Clearing Corp. 000000000 Jun 2026 -669 $-0 0.00% DE
153 Options Clearing Corp. 000000000 Jun 2026 -669 $-42438684 -9.27% DE