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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 18 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DOCU DOCUSIGN INC Technology 120.0 $5K 0.00% $45.75 +41.3%
342 APH AMPHENOL CORP NEW Technology 33.0 $5K 0.00% $164.58 -0.8%
343 CCI CROWN CASTLE INC Real Estate 69.0 $5K 0.00% $76.57 -0.9%
344 BBH VANECK ETF TRUST 25.0 $5K 0.00% $211.20 +13.4%
345 MDT MEDTRONIC PLC Healthcare 60.0 $5K 0.00% -120.0 -66.7% $83.18 +10.6%
346 SWK STANLEY BLACK & DECKER INC Industrials 54.0 $5K 0.00% $91.91 +2.8%
347 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 37.0 $5K 0.00% $133.00 +20.0%
348 SNDA SONIDA SENIOR LIVING INC Healthcare 113.0 $5K 0.00% $42.21 -10.5%
349 SPMD SPDR SERIES TRUST 71.0 $5K 0.00% $66.86 -2.3%
350 CIBR FIRST TR EXCHANGE TRADED FD 50.0 $5K 0.00% $90.66 +6.1%
351 LHX L3HARRIS TECHNOLOGIES INC Industrials 15.0 $5K 0.00% $302.07 -12.7%
352 VMD VIEMED HEALTHCARE INC Healthcare 375.0 $5K 0.00% $12.02 -26.8%
353 SCHR SCHWAB STRATEGIC TR 180.0 $4K 0.00% $24.59 -1.6%
354 FTSL FIRST TR EXCHANGE-TRADED FD 96.0 $4K 0.00% $44.82 +0.1%
355 RF REGIONS FINANCIAL CORP NEW Financial Services 142.0 $4K 0.00% $30.28 -3.3%
356 NEWP NEW PAC METALS CORP Basic Materials 1,000.0 $4K 0.00% $4.18 +55.7%
357 INTU INTUIT Technology 15.0 $4K 0.00% $275.33 +25.3%
358 RS RELIANCE INC Basic Materials 11.0 $4K 0.00% $372.00 +4.9%
359 VET VERMILION ENERGY INC Energy 444.0 $4K 0.00% $8.92 +47.7%
360 GSWO GOLDMAN SACHS ETF TR 62.0 $4K 0.00% NEW $63.39 +2.5%
Page 18 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%