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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 16 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 QQQM INVESCO EXCH TRADED FD TR II 38.0 $11K 0.00% $293.42 -0.7%
302 IYH ISHARES TR 160.0 $11K 0.00% $69.21 +4.6%
303 XLRE SELECT SECTOR SPDR TR 246.0 $11K 0.00% $44.68 -1.4%
304 SNPS SYNOPSYS INC Technology 25.0 $11K 0.00% $437.12 -5.1%
305 LMT LOCKHEED MARTIN CORP Industrials 20.0 $11K 0.00% $545.70 -0.2%
306 PSX PHILLIPS 66 Energy 60.0 $11K 0.00% $176.40 +42.9%
307 ADI ANALOG DEVICES INC Technology 28.0 $11K 0.00% $377.14 -6.0%
308 TJX TJX COS INC NEW Consumer Cyclical 68.0 $10K 0.00% $154.26 -13.6%
309 ECL ECOLAB INC Basic Materials 37.0 $10K 0.00% $283.32 -1.1%
310 ADSK AUTODESK INC Technology 50.0 $10K 0.00% $207.40 +19.4%
311 AVDE AMERICAN CENTY ETF TR 109.0 $10K 0.00% $89.92 +3.2%
312 SCHW SCHWAB CHARLES CORP Financial Services 101.0 $10K 0.00% -1K -91.3% $97.00 +11.6%
313 ILF ISHARES TR 279.0 $9K 0.00% +4.0 +1.4% $33.65 +4.2%
314 ISRG INTUITIVE SURGICAL INC Healthcare 22.0 $9K 0.00% $426.00 -13.3%
315 CMI CUMMINS INC Industrials 14.0 $9K 0.00% $661.71 -16.7%
316 IXC ISHARES TR 188.0 $9K 0.00% +3.0 +1.6% $49.24 +20.2%
317 EQX EQUINOX GOLD CORP Basic Materials 900.0 $9K 0.00% $10.03 +21.4%
318 ADP AUTOMATIC DATA PROCESSING IN Industrials 37.0 $9K 0.00% $242.24 +17.0%
319 SSRM SSR MINING IN Basic Materials 300.0 $9K 0.00% $29.82 +20.1%
320 HBAN HUNTINGTON BANCSHARES INC Financial Services 60.0 $9K 0.00% NEW $146.87 -88.8%
Page 16 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%