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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 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 B BARRICK MNG CORP Basic Materials 118,561.0 $4.5M 1.36% -2K -1.4% $38.11 +14.1%
22 CVE CENOVUS ENERGY INC Energy 178,567.0 $4.4M 1.33% -4K -2.2% $24.63 +34.7%
23 ENB ENBRIDGE INC Energy 73,687.0 $4.0M 1.20% -590.0 -0.8% $53.95 -6.5%
24 CSCO CISCO SYS INC Technology 33,172.0 $3.7M 1.13% -225.0 -0.7% $112.71 -2.8%
25 CNI CANADIAN NATL RY CO Industrials 22,269.0 $2.7M 0.81% -370.0 -1.6% $120.96 -1.1%
26 CIEN CIENA CORP Technology 5,469.0 $2.3M 0.70% -6K -54.2% $422.30 -13.5%
27 MFC MANULIFE FINL CORP Financial Services 53,703.0 $2.2M 0.67% -1K -2.1% $41.06 +2.4%
28 NTR NUTRIEN LTD Basic Materials 33,000.0 $2.1M 0.64% -195.0 -0.6% $64.54 +20.7%
29 FCX FREEPORT-MCMORAN INC Basic Materials 33,080.0 $2.0M 0.61% -765.0 -2.3% $60.96 +19.7%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 41,109.0 $1.7M 0.53% -550.0 -1.3% $42.55 +18.5%
31 BNS BANK NOVA SCOTIA HALIFAX Financial Services 18,627.0 $1.6M 0.48% -116.0 -0.6% $85.33 +7.0%
32 TU TELUS CORPORATION Communication Services 153,095.0 $1.6M 0.47% -6K -3.5% $10.20 -5.5%
33 MA MASTERCARD INCORPORATED Financial Services 2,868.0 $1.5M 0.47% -59.0 -2.0% $539.23 +8.0%
34 TECK TECK RESOURCES LTD Basic Materials 26,008.0 $1.5M 0.47% -760.0 -2.8% $59.38 +12.7%
35 SANM SANMINA CORPORATION Technology 6,833.0 $1.5M 0.45% -7K -50.8% $219.70 -14.0%
36 CAT CATERPILLAR INC Industrials 1,497.0 $1.4M 0.43% -319.0 -17.6% $963.23 -19.0%
37 RCI ROGERS COMMUNICATIONS INC Communication Services 44,918.0 $1.4M 0.43% -2K -3.5% $31.51 +15.7%
38 NKE NIKE INC Consumer Cyclical 29,831.0 $1.3M 0.40% -697.0 -2.3% $44.08 -13.4%
39 ABT ABBOTT LABS Healthcare 11,859.0 $1.1M 0.34% -220.0 -1.8% $95.39 +14.2%
40 GOOGL ALPHABET INC Communication Services 2,783.0 $1.0M 0.30% -120.0 -4.1% $359.74 -7.0%
Page 2 of 5  ·  93 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%