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Portfolio (Quarterly) Guide ↗

Pacifica Partners Inc.

· CIK 0001799900
13F Portfolio $301M AUM 474 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 38 Added 81 Reduced 38 Exited
Page 2 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 22,177.0 $5.4M 1.80% -133.0 -0.6% $244.44 -5.6%
22 WMT WALMART INC Consumer Defensive 42,131.0 $5.2M 1.74% -6K -12.6% $124.28 -4.7%
23 RTX RTX CORPORATION Industrials 26,937.0 $5.2M 1.73% NEW $192.90 -7.6%
24 KMI KINDER MORGAN INC DEL Energy 150,696.0 $5.1M 1.68% -935.0 -0.6% $33.53 -1.1%
25 B BARRICK MNG CORP Basic Materials 120,188.0 $4.9M 1.63% -3K -2.4% $40.77 +2.7%
26 CVE CENOVUS ENERGY INC Energy 182,587.0 $4.8M 1.60% -3K -1.7% $26.48 +9.7%
27 CIEN CIENA CORP Technology 11,950.0 $4.6M 1.54% -180.0 -1.5% $388.23 +54.6%
28 BAC BANK AMERICA CORP Financial Services 94,043.0 $4.6M 1.52% NEW $48.75 +6.8%
29 ENB ENBRIDGE INC Energy 74,277.0 $4.0M 1.33% $54.10 +5.3%
30 LQD ISHARES TR 28,878.0 $3.1M 1.04% +3K +9.7% $108.99 -0.2%
31 IVV ISHARES TR 4,051.0 $2.6M 0.88% +619.0 +18.0% $653.24 +15.3%
32 CSCO CISCO SYS INC Technology 33,397.0 $2.6M 0.86% $77.59 +51.4%
33 NTR NUTRIEN LTD Basic Materials 33,195.0 $2.5M 0.83% -5K -12.8% $75.33 -6.6%
34 NVDA NVIDIA CORPORATION Technology 14,157.0 $2.5M 0.82% +11K +381.9% $174.40 +22.6%
35 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,871.0 $2.4M 0.80% -241.0 -4.7% $491.53 -8.5%
36 WFC WELLS FARGO CO NEW Financial Services 29,326.0 $2.3M 0.78% -485.0 -1.6% $79.61 -3.0%
37 CNI CANADIAN NATL RY CO Industrials 22,639.0 $2.3M 0.77% -1K -4.4% $102.71 +13.2%
38 VTI VANGUARD INDEX FDS 6,545.0 $2.1M 0.70% -423.0 -6.1% $320.82 +15.1%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 41,659.0 $2.1M 0.69% -331.0 -0.8% $50.20 -3.2%
40 AIG AMERICAN INTL GROUP INC Financial Services 27,445.0 $2.1M 0.69% NEW $75.25 +3.0%
Page 2 of 23  ·  451 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 25.7%
Financial Services 19.5%
Energy 18.9%
Communication Services 8.7%
Basic Materials 5.4%
Industrials 5.3%
Consumer Defensive 5.2%
Consumer Cyclical 5.1%
Healthcare 4.5%
Utilities 1.0%