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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 3 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FCX FREEPORT-MCMORAN INC Basic Materials 33,080.0 $2.0M 0.61% -765.0 -2.3% $60.96 +19.7%
42 BA BOEING CO Industrials 7,939.0 $1.8M 0.54% +113.0 +1.4% $226.30 -8.9%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 41,109.0 $1.7M 0.53% -550.0 -1.3% $42.55 +18.5%
44 MAA MID-AMER APT CMNTYS INC Real Estate 11,569.0 $1.6M 0.50% $142.18 -9.4%
45 BNS BANK NOVA SCOTIA HALIFAX Financial Services 18,627.0 $1.6M 0.48% -116.0 -0.6% $85.33 +7.0%
46 TU TELUS CORPORATION Communication Services 153,095.0 $1.6M 0.47% -6K -3.5% $10.20 -5.5%
47 MA MASTERCARD INCORPORATED Financial Services 2,868.0 $1.5M 0.47% -59.0 -2.0% $539.23 +8.0%
48 TECK TECK RESOURCES LTD Basic Materials 26,008.0 $1.5M 0.47% -760.0 -2.8% $59.38 +12.7%
49 UNILEVER PLC 24,447.0 $1.5M 0.46% +465.0 +1.9% $62.49
50 SANM SANMINA CORPORATION Technology 6,833.0 $1.5M 0.45% -7K -50.8% $219.70 -14.0%
51 CAT CATERPILLAR INC Industrials 1,497.0 $1.4M 0.43% -319.0 -17.6% $963.23 -19.0%
52 RCI ROGERS COMMUNICATIONS INC Communication Services 44,918.0 $1.4M 0.43% -2K -3.5% $31.51 +15.7%
53 ADBE ADOBE INC Technology 6,108.0 $1.3M 0.41% +577.0 +10.4% $219.63 +30.2%
54 NKE NIKE INC Consumer Cyclical 29,831.0 $1.3M 0.40% -697.0 -2.3% $44.08 -13.4%
55 ABT ABBOTT LABS Healthcare 11,859.0 $1.1M 0.34% -220.0 -1.8% $95.39 +14.2%
56 SPEM SPDR INDEX SHS FDS 21,435.0 $1.1M 0.33% +1K +6.7% $51.12 +3.1%
57 GOOGL ALPHABET INC Communication Services 2,783.0 $1.0M 0.30% -120.0 -4.1% $359.74 -7.0%
58 SPDW SPDR INDEX SHS FDS 18,741.0 $938K 0.28% +105.0 +0.6% $50.07 +2.2%
59 COST COSTCO WHSL CORP NEW Consumer Defensive 956.0 $909K 0.27% $951.17 -1.6%
60 HD HOME DEPOT INC Consumer Cyclical 2,448.0 $876K 0.26% +263.0 +12.0% $357.83 -10.8%
Page 3 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%