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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 5 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCIT VANGUARD SCOTTSDALE FDS 5,689.0 $468K 0.14% -720.0 -11.2% $82.34 -2.4%
82 VBIL VANGUARD INSTL INDEX FD 5,963.0 $450K 0.14% $75.52 -0.0%
83 NEE NEXTERA ENERGY INC Utilities 4,971.0 $439K 0.13% +970.0 +24.2% $88.34 -6.1%
84 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,562.0 $427K 0.13% $76.78 +10.1%
85 WFG WEST FRASER TIMBER CO LTD Basic Materials 5,905.0 $410K 0.12% $69.35 -4.3%
86 BEP BROOKFIELD RENEWABLE PARTNER Utilities 12,095.0 $408K 0.12% $33.76 -7.4%
87 PICB INVESCO EXCH TRADED FD TR II 17,315.0 $401K 0.12% $23.18 -0.8%
88 LLY ELI LILLY & CO Healthcare 328.0 $397K 0.12% $1211.18 -4.2%
89 BND VANGUARD BD INDEX FDS 5,124.0 $375K 0.11% +2K +58.0% $73.11 -1.8%
90 AMGN AMGEN INC Healthcare 967.0 $362K 0.11% $374.13 +17.1%
91 SLYV SPDR SERIES TRUST 3,231.0 $349K 0.10% $108.03 -0.3%
92 CB CHUBB LIMITED Financial Services 890.0 $321K 0.10% $361.10 -6.2%
93 NVS NOVARTIS AG Healthcare 1,984.0 $317K 0.10% $159.90 +0.8%
94 VUG VANGUARD INDEX FDS 3,703.0 $317K 0.10% +3K +428.2% $85.50 +2.2%
95 IEMG ISHARES INC 3,883.0 $310K 0.09% -30.0 -0.8% $79.84 +2.0%
96 CW CURTISS WRIGHT CORP Industrials 400.0 $304K 0.09% -100.0 -20.0% $759.27 -23.9%
97 XLU SELECT SECTOR SPDR TR 6,262.0 $287K 0.09% $45.76 -7.0%
98 IEFA ISHARES TR 2,864.0 $279K 0.08% $97.30 +2.1%
99 IWR ISHARES TR 2,501.0 $276K 0.08% $110.31 +0.2%
100 DFAT DIMENSIONAL ETF TRUST 4,000.0 $275K 0.08% $68.84 +2.2%
Page 5 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%