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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 20 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CLX CLOROX CO DEL Consumer Defensive 27.0 $3K 0.00% $97.26 -2.1%
382 WAB WABTEC Industrials 10.0 $3K 0.00% $262.00 +6.7%
383 ING ING GROEP N.V. Financial Services 77.0 $2K 0.00% $32.09 +9.8%
384 RUM RUMBLE INC Technology 400.0 $2K 0.00% $6.17 +37.9%
385 MCO MOODYS CORP Financial Services 5.0 $2K 0.00% $490.20 +1.4%
386 PHYL PGIM ETF TR 70.0 $2K 0.00% +2.0 +2.9% $34.91 -1.2%
387 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,000.0 $2K 0.00% $2.44 -6.6%
388 TAC TRANSALTA CORP Utilities 175.0 $2K 0.00% $13.40 -12.1%
389 RYANAIR HOLDINGS PLC 34.0 $2K 0.00% $65.50
390 PLTR PALANTIR TECHNOLOGIES INC Technology 17.0 $2K 0.00% $129.18 +40.7%
391 NXPI NXP SEMICONDUCTORS N V Technology 8.0 $2K 0.00% $273.38 -18.5%
392 LEIDOS HOLDINGS INC 20.0 $2K 0.00% $108.85
393 AMT AMERICAN TOWER CORP NEW Real Estate 13.0 $2K 0.00% $166.00 +5.8%
394 PKG PACKAGING CORP AMER Consumer Cyclical 9.0 $2K 0.00% $238.22 -3.6%
395 CI THE CIGNA GROUP Healthcare 7.0 $2K 0.00% $287.71 -2.2%
396 RELX RELX PLC Communication Services 63.0 $2K 0.00% $31.94 +12.0%
397 URA GLOBAL X FDS 46.0 $2K 0.00% -300.0 -86.7% $43.24 +1.8%
398 BP BP PLC Energy 50.0 $2K 0.00% $37.40 +18.8%
399 CRSP CRISPR THERAPEUTICS AG Healthcare 30.0 $2K 0.00% $60.07 -5.6%
400 AON AON PLC Financial Services 5.0 $2K 0.00% $357.20 -8.6%
Page 20 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%