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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 2 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP Financial Services 92,688.0 $5.4M 1.64% -1K -1.4% $58.70 +5.5%
22 RTX RTX CORPORATION Industrials 26,767.0 $5.3M 1.61% -170.0 -0.6% $199.12 +3.2%
23 KMI KINDER MORGAN INC DEL Energy 156,716.0 $5.0M 1.51% +6K +4.0% $32.06 -0.2%
24 WMT WALMART INC Consumer Defensive 41,660.0 $4.7M 1.40% -471.0 -1.1% $111.74 -5.0%
25 B BARRICK MNG CORP Basic Materials 118,561.0 $4.5M 1.36% -2K -1.4% $38.11 +14.2%
26 CVE CENOVUS ENERGY INC Energy 178,567.0 $4.4M 1.33% -4K -2.2% $24.63 +33.6%
27 WFC WELLS FARGO CO NEW Financial Services 49,086.0 $4.2M 1.27% +20K +67.4% $85.51 +1.4%
28 ENB ENBRIDGE INC Energy 73,687.0 $4.0M 1.20% -590.0 -0.8% $53.95 -7.1%
29 CSCO CISCO SYS INC Technology 33,172.0 $3.7M 1.13% -225.0 -0.7% $112.71 -3.0%
30 NVDA NVIDIA CORPORATION Technology 18,690.0 $3.6M 1.10% +5K +32.0% $194.50 +11.8%
31 LQD ISHARES TR 29,023.0 $3.2M 0.95% +145.0 +0.5% $108.64 -3.1%
32 IVV ISHARES TR 4,212.0 $3.2M 0.95% +161.0 +4.0% $748.49 +2.2%
33 CNI CANADIAN NATL RY CO Industrials 22,269.0 $2.7M 0.81% -370.0 -1.6% $120.96 -1.0%
34 JKHY HENRY JACK & ASSOC INC Technology 18,015.0 $2.6M 0.80% NEW $146.87 +14.0%
35 VTI VANGUARD INDEX FDS 7,163.0 $2.6M 0.80% +618.0 +9.4% $368.67 +1.7%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,916.0 $2.6M 0.78% +45.0 +0.9% $523.26 +14.9%
37 CIEN CIENA CORP Technology 5,469.0 $2.3M 0.70% -6K -54.2% $422.30 -14.1%
38 AIG AMERICAN INTL GROUP INC Financial Services 28,295.0 $2.2M 0.68% +850.0 +3.1% $79.38 -4.4%
39 MFC MANULIFE FINL CORP Financial Services 53,703.0 $2.2M 0.67% -1K -2.1% $41.06 +2.1%
40 NTR NUTRIEN LTD Basic Materials 33,000.0 $2.1M 0.64% -195.0 -0.6% $64.54 +20.3%
Page 2 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%