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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 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OXY OCCIDENTAL PETE CORP Energy 16,187.0 $791K 0.24% -895.0 -5.2% $48.89 +24.7%
42 IMO IMPERIAL OIL LTD Energy 7,030.0 $789K 0.24% -355.0 -4.8% $112.27 +20.1%
43 BMO BANK MONTREAL QUE Financial Services 4,275.0 $743K 0.22% -730.0 -14.6% $173.83 -3.4%
44 BHP BHP GROUP LTD Basic Materials 8,258.0 $688K 0.21% -100.0 -1.2% $83.33 +11.7%
45 CVX CHEVRON CORP NEW Energy 4,014.0 $679K 0.20% -127.0 -3.1% $169.18 +24.4%
46 IJH ISHARES TR 7,614.0 $579K 0.17% -73.0 -0.9% $76.09 -1.9%
47 IEF ISHARES TR 6,022.0 $567K 0.17% -731.0 -10.8% $94.12 -2.2%
48 PBA PEMBINA PIPELINE CORP Energy 12,051.0 $555K 0.17% -1K -9.2% $46.08 +5.9%
49 VOO VANGUARD INDEX FDS 799.0 $547K 0.17% -213.0 -21.1% $684.64 +2.2%
50 BROOKFIELD ASSET MANAGMT LTD 11,731.0 $534K 0.16% -330.0 -2.7% $45.50
51 VCIT VANGUARD SCOTTSDALE FDS 5,689.0 $468K 0.14% -720.0 -11.2% $82.34 -2.4%
52 IEMG ISHARES INC 3,883.0 $310K 0.09% -30.0 -0.8% $79.84 +2.1%
53 CW CURTISS WRIGHT CORP Industrials 400.0 $304K 0.09% -100.0 -20.0% $759.27 -23.8%
54 HBM HUDBAY MINERALS INC Basic Materials 10,776.0 $242K 0.07% -285.0 -2.6% $22.50 +20.8%
55 GDX VANECK ETF TRUST 2,895.0 $227K 0.07% -25.0 -0.9% $78.43 +21.7%
56 CTVA CORTEVA INC Basic Materials 2,536.0 $218K 0.07% -38.0 -1.5% $85.77 +1.9%
57 NUE NUCOR CORP Basic Materials 922.0 $203K 0.06% -30.0 -3.1% $220.69 +14.2%
58 GM GENERAL MTRS CO Consumer Cyclical 2,613.0 $199K 0.06% -425.0 -14.0% $75.99 +12.6%
59 VTV VANGUARD INDEX FDS 844.0 $185K 0.06% -80.0 -8.7% $219.14 +2.1%
60 VIG VANGUARD SPECIALIZED FUNDS 755.0 $180K 0.05% -103.0 -12.0% $238.63 +1.0%
Page 3 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%