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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 10 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AVGO BROADCOM INC Technology 178.0 $64K 0.02% $360.28 +2.6%
182 DHI D R HORTON INC Consumer Cyclical 400.0 $63K 0.02% -84.0 -17.4% $158.57 -10.8%
183 BIP BROOKFIELD INFRAST PARTNERS Utilities 1,723.0 $63K 0.02% $36.80 +0.8%
184 XLY SELECT SECTOR SPDR TR 532.0 $62K 0.02% $117.10 -2.1%
185 SO SOUTHERN CO Utilities 580.0 $57K 0.02% $97.94 -10.1%
186 JEPI J P MORGAN EXCHANGE TRADED F 1,000.0 $57K 0.02% $56.71 +0.5%
187 IAU ISHARES GOLD TR Financial Services 729.0 $56K 0.02% $77.48 +5.0%
188 QQQ INVESCO QQQ TR Financial Services 79.0 $56K 0.02% -61.0 -43.6% $712.59 -0.7%
189 SHYG ISHARES TR 1,299.0 $55K 0.02% +500.0 +62.6% $42.24 -0.7%
190 OTIS OTIS WORLDWIDE CORP Industrials 741.0 $54K 0.02% $73.10 -3.4%
191 LIT GLOBAL X FDS 700.0 $54K 0.02% $76.53 -2.4%
192 ACWI ISHARES TR 339.0 $53K 0.02% $156.15 +2.1%
193 SPYM SPDR SERIES TRUST 580.0 $51K 0.01% $87.67 +2.3%
194 AOA ISHARES TR 520.0 $50K 0.01% $97.08 +1.1%
195 PM PHILIP MORRIS INTL INC Consumer Defensive 269.0 $49K 0.01% $182.27 +2.7%
196 PG PROCTER AND GAMBLE CO Consumer Defensive 317.0 $48K 0.01% $151.38 -3.4%
197 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 30,000.0 $47K 0.01% NEW $1.58 -10.7%
198 MAR MARRIOTT INTL INC NEW Consumer Cyclical 124.0 $46K 0.01% $372.85 -10.3%
199 EFA ISHARES TR 397.0 $41K 0.01% -15.0 -3.6% $104.38 +2.0%
200 BAYTEX ENERGY CORP 10,512.0 $41K 0.01% $3.89
Page 10 of 22  ·  424 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%