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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 17 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IWF ISHARES TR 72.0 $9K 0.00% +54.0 +300.0% $121.38 -0.1%
322 TAN INVESCO EXCH TRADED FD TR II 150.0 $8K 0.00% $56.32 -16.8%
323 MDLZ MONDELEZ INTL INC Consumer Defensive 137.0 $8K 0.00% $60.89 +1.2%
324 GRNY TIDAL TRUST I 300.0 $8K 0.00% $27.57 -0.6%
325 MET METLIFE INC Financial Services 91.0 $8K 0.00% $90.00 +4.9%
326 MSI MOTOROLA SOLUTIONS INC Technology 19.0 $8K 0.00% $422.68 +16.2%
327 TOTL SSGA ACTIVE ETF TR 200.0 $8K 0.00% -685.0 -77.4% $39.34 -2.2%
328 SOUTH BOW CORP 225.0 $8K 0.00% $34.30
329 NVO NOVO-NORDISK A S Healthcare 153.0 $8K 0.00% $50.43 -10.5%
330 FSM FORTUNA MNG CORP Basic Materials 880.0 $8K 0.00% $8.57 +37.0%
331 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 77.0 $7K 0.00% $96.14 +17.4%
332 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 17.0 $7K 0.00% $434.18 -4.6%
333 EQR EQUITY RESIDENTIAL Real Estate 103.0 $7K 0.00% $69.83 -6.7%
334 SPGI S&P GLOBAL INC Financial Services 16.0 $7K 0.00% $439.88 +0.1%
335 IBM INTERNATIONAL BUSINESS MACHS Technology 23.0 $7K 0.00% -1K -98.0% $289.43 -20.1%
336 JAMES HARDIE INDS PLC 250.0 $6K 0.00% $25.81
337 PGF INVESCO EXCHANGE TRADED FD T 447.0 $6K 0.00% $13.78 -3.2%
338 AG FIRST MAJESTIC SILVER CORP Basic Materials 340.0 $6K 0.00% $17.56 +13.1%
339 FLY FIREFLY AEROSPACE INC Industrials 200.0 $6K 0.00% $28.90 -28.5%
340 CMPS COMPASS PATHWAYS PLC Healthcare 420.0 $6K 0.00% $13.62 -2.8%
Page 17 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%