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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHOP SHOPIFY INC Technology 1,278.0 $153K 0.05% -90.0 -6.6% $119.39 +17.1%
62 FNV FRANCO NEV CORP Basic Materials 629.0 $134K 0.04% -67.0 -9.6% $213.68 +19.5%
63 AGG ISHARES TR 1,289.0 $127K 0.04% -723.0 -35.9% $98.64 -1.9%
64 SCHB SCHWAB STRATEGIC TR 3,896.0 $112K 0.03% -100.0 -2.5% $28.86 +1.8%
65 DUK DUKE ENERGY CORP NEW Utilities 827.0 $107K 0.03% -28.0 -3.3% $129.53 -7.1%
66 DHR DANAHER CORPORATION Healthcare 499.0 $99K 0.03% -11.0 -2.2% $197.85 +4.6%
67 O REALTY INCOME CORP Real Estate 1,324.0 $85K 0.03% -100.0 -7.0% $63.83 -3.9%
68 MU MICRON TECHNOLOGY INC Technology 83.0 $81K 0.02% -72.0 -46.5% $975.55 -4.3%
69 NEM NEWMONT CORP Basic Materials 729.0 $71K 0.02% -7.0 -0.9% $97.03 +26.4%
70 VYM VANGUARD WHITEHALL FDS 406.0 $65K 0.02% -20.0 -4.7% $159.48 +2.4%
71 DHI D R HORTON INC Consumer Cyclical 400.0 $63K 0.02% -84.0 -17.4% $158.57 -10.8%
72 QQQ INVESCO QQQ TR Financial Services 79.0 $56K 0.02% -61.0 -43.6% $712.59 -0.7%
73 EFA ISHARES TR 397.0 $41K 0.01% -15.0 -3.6% $104.38 +2.0%
74 GILD GILEAD SCIENCES INC Healthcare 310.0 $41K 0.01% -18.0 -5.5% $131.25 +14.2%
75 GLW CORNING INC Technology 200.0 $39K 0.01% -52.0 -20.6% $196.79 -26.0%
76 INGERSOLL RAND INC 441.0 $36K 0.01% -441.0 -50.0% $80.59
77 CMCSA COMCAST CORP NEW Communication Services 1,120.0 $27K 0.01% -290.0 -20.6% $23.77 +10.6%
78 TLT ISHARES TR 307.0 $26K 0.01% -129.0 -29.6% $85.41 -4.1%
79 CRM SALESFORCE INC Technology 143.0 $24K 0.01% -5.0 -3.4% $166.08 +55.4%
80 META META PLATFORMS INC Communication Services 39.0 $23K 0.01% -160.0 -80.4% $582.79 -0.7%
Page 4 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%