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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 15 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FDX FEDEX CORP Industrials 45.0 $14K 0.00% $313.00 +3.8%
282 CDE COEUR MNG INC Basic Materials 801.0 $14K 0.00% $17.30 +16.8%
283 APD AIR PRODS & CHEMS INC Basic Materials 43.0 $14K 0.00% $314.19 -2.8%
284 EWM ISHARES INC 500.0 $13K 0.00% $26.97 +2.8%
285 DIS DISNEY WALT CO Communication Services 135.0 $13K 0.00% $99.48 +6.8%
286 BMY BRISTOL-MYERS SQUIBB CO Healthcare 230.0 $13K 0.00% $58.11 +15.2%
287 ROBO EXCHANGE TRADED CONCEPTS TRU 158.0 $13K 0.00% $83.39 -5.4%
288 REGN REGENERON PHARMACEUTICALS Healthcare 20.0 $13K 0.00% $654.10 +25.9%
289 IJK ISHARES TR 112.0 $13K 0.00% $115.13 -3.0%
290 WELL WELLTOWER INC Real Estate 54.0 $13K 0.00% $235.85 +1.9%
291 EOG EOG RES INC Energy 96.0 $13K 0.00% $130.78 +13.4%
292 ALL ALLSTATE CORP Financial Services 50.0 $13K 0.00% $250.32 +3.0%
293 AVLV AMERICAN CENTY ETF TR 135.0 $12K 0.00% $90.83 +2.9%
294 NOK NOKIA CORP Technology 1,000.0 $12K 0.00% $12.05 -17.6%
295 MRVL MARVELL TECHNOLOGY INC Technology 49.0 $12K 0.00% $245.22 -14.2%
296 GD GENERAL DYNAMICS CORP Industrials 31.0 $12K 0.00% $373.48 -1.1%
297 DELL DELL TECHNOLOGIES INC Technology 29.0 $11K 0.00% $394.31 +7.7%
298 PLD PROLOGIS INC. Real Estate 82.0 $11K 0.00% $139.40 +0.2%
299 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 1,106.0 $11K 0.00% +27.0 +2.5% $10.26 -3.0%
300 HYG ISHARES TR 141.0 $11K 0.00% $79.71 -0.8%
Page 15 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%