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Portfolio (Quarterly) Guide ↗

Pacifica Partners Inc.

· CIK 0001799900
13F Portfolio $332M AUM 448 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 41 Added 93 Reduced 33 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BND VANGUARD BD INDEX FDS 5,124.0 $375K 0.11% +2K +58.0% $73.11 -1.8%
22 VUG VANGUARD INDEX FDS 3,703.0 $317K 0.10% +3K +428.2% $85.50 +2.2%
23 VXUS VANGUARD STAR FDS 3,082.0 $261K 0.08% +2K +120.1% $84.84 +2.2%
24 TSLA TESLA INC Consumer Cyclical 624.0 $245K 0.07% +10.0 +1.6% $392.83 -9.4%
25 KLAC KLA CORP Technology 950.0 $224K 0.07% +855.0 +900.0% $235.54 -27.4%
26 OVV OVINTIV INC Energy 4,200.0 $223K 0.07% +3K +335.7% $52.99 +25.6%
27 T AT&T INC Communication Services 9,137.0 $188K 0.06% +4K +69.5% $20.57 +26.5%
28 CANADIAN PACIFIC KANSAS CITY 2,002.0 $174K 0.05% +187.0 +10.3% $87.01
29 WCN WASTE CONNECTIONS INC Industrials 720.0 $121K 0.04% +540.0 +300.0% $167.84 -2.4%
30 JNK SPDR SERIES TRUST 1,126.0 $108K 0.03% +716.0 +174.6% $95.99 -0.8%
31 SHYG ISHARES TR 1,299.0 $55K 0.02% +500.0 +62.6% $42.24 -0.7%
32 VO VANGUARD INDEX FDS 472.0 $38K 0.01% +354.0 +300.0% $80.55 +0.9%
33 GLDM WORLD GOLD TR Financial Services 314.0 $26K 0.01% +10.0 +3.3% $81.44 +5.1%
34 IGRO ISHARES TR 239.0 $21K 0.01% +3.0 +1.3% $89.12 +3.0%
35 PYLD PIMCO ETF TR 743.0 $20K 0.01% +10.0 +1.4% $26.42 -1.8%
36 HYS PIMCO ETF TR 201.0 $19K 0.01% +3.0 +1.5% $92.77 -0.6%
37 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 1,106.0 $11K 0.00% +27.0 +2.5% $10.26 -3.0%
38 ILF ISHARES TR 279.0 $9K 0.00% +4.0 +1.4% $33.65 +4.2%
39 IXC ISHARES TR 188.0 $9K 0.00% +3.0 +1.6% $49.24 +20.2%
40 IWF ISHARES TR 72.0 $9K 0.00% +54.0 +300.0% $121.38 -0.1%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 22.4%
Energy 13.9%
Industrials 5.6%
Consumer Cyclical 5.4%
Basic Materials 5.0%
Consumer Defensive 4.7%
Healthcare 4.5%
Communication Services 2.3%
Utilities 1.1%