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Portfolio (Quarterly) Guide ↗

Pacifica Partners Inc.

· CIK 0001799900
13F Portfolio $301M AUM 474 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 38 Added 81 Reduced 38 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SANM SANMINA CORPORATION Technology 13,886.0 $1.8M 0.60% -307.0 -2.2% $129.64 +100.5%
22 NKE NIKE INC Consumer Cyclical 30,528.0 $1.6M 0.54% -350.0 -1.1% $52.82 -14.9%
23 CAT CATERPILLAR INC Industrials 1,816.0 $1.3M 0.43% -10.0 -0.6% $708.46 +28.2%
24 OXY OCCIDENTAL PETE CORP Energy 17,082.0 $1.1M 0.37% -514.0 -2.9% $65.00 -11.6%
25 GOOGL ALPHABET INC Communication Services 2,903.0 $835K 0.28% -165.0 -5.4% $287.56 +35.2%
26 WMB WILLIAMS COS INC Energy 11,230.0 $817K 0.27% -170.0 -1.5% $72.78 +4.9%
27 IEF ISHARES TR 6,753.0 $645K 0.21% -503.0 -6.9% $95.44 -1.2%
28 KGC KINROSS GOLD CORP Basic Materials 19,950.0 $609K 0.20% -3K -11.8% $30.51 -3.3%
29 PBA PEMBINA PIPELINE CORP Energy 13,276.0 $593K 0.20% -160.0 -1.2% $44.67 +8.1%
30 VCIT VANGUARD SCOTTSDALE FDS 6,409.0 $530K 0.18% -302.0 -4.5% $82.75 -0.3%
31 FTS FORTIS INC Utilities 9,486.0 $528K 0.17% -100.0 -1.0% $55.68 +1.7%
32 IJH ISHARES TR 7,687.0 $519K 0.17% -1K -13.1% $67.53 +10.5%
33 SPY SPDR S&P 500 ETF TR Financial Services 645.0 $419K 0.14% -4.0 -0.6% $650.34 +15.4%
34 NEE NEXTERA ENERGY INC Utilities 4,001.0 $372K 0.12% -26.0 -0.7% $92.88 -5.6%
35 VUG VANGUARD INDEX FDS 701.0 $306K 0.10% -19.0 -2.6% $436.77 -79.8%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 1,161.0 $281K 0.09% -625.0 -35.0% $242.39 +3.4%
37 IEMG ISHARES INC 3,913.0 $273K 0.09% -721.0 -15.6% $69.75 +19.9%
38 IEFA ISHARES TR 2,864.0 $259K 0.09% -194.0 -6.3% $90.53 +8.6%
39 GLD SPDR GOLD TR Financial Services 580.0 $250K 0.08% -5.0 -0.8% $430.29 -3.8%
40 IWR ISHARES TR 2,501.0 $243K 0.08% -932.0 -27.1% $97.23 +9.9%
Page 2 of 5  ·  81 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 25.7%
Financial Services 19.5%
Energy 18.9%
Communication Services 8.7%
Basic Materials 5.4%
Industrials 5.3%
Consumer Defensive 5.2%
Consumer Cyclical 5.1%
Healthcare 4.5%
Utilities 1.0%