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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 6 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VEA VANGUARD TAX-MANAGED FDS 3,806.0 $269K 0.08% $70.80 +1.8%
102 VXUS VANGUARD STAR FDS 3,082.0 $261K 0.08% +2K +120.1% $84.84 +2.2%
103 TSLA TESLA INC Consumer Cyclical 624.0 $245K 0.07% +10.0 +1.6% $392.83 -9.4%
104 HBM HUDBAY MINERALS INC Basic Materials 10,776.0 $242K 0.07% -285.0 -2.6% $22.50 +20.1%
105 TT TRANE TECHNOLOGIES PLC Industrials 507.0 $242K 0.07% $477.91 -7.9%
106 ASML ASML HOLDING N V Technology 137.0 $242K 0.07% $1768.27 -5.8%
107 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,026.0 $230K 0.07% $113.68 -1.1%
108 GDX VANECK ETF TRUST 2,895.0 $227K 0.07% -25.0 -0.9% $78.43 +20.7%
109 MUB ISHARES TR 2,099.0 $226K 0.07% $107.50 -2.9%
110 KLAC KLA CORP Technology 950.0 $224K 0.07% +855.0 +900.0% $235.54 -27.4%
111 KO COCA COLA CO Consumer Defensive 2,663.0 $224K 0.07% $84.00 +4.8%
112 OVV OVINTIV INC Energy 4,200.0 $223K 0.07% +3K +335.7% $52.99 +25.6%
113 GLD SPDR GOLD TR Financial Services 579.0 $219K 0.07% $378.13 +4.9%
114 CTVA CORTEVA INC Basic Materials 2,536.0 $218K 0.07% -38.0 -1.5% $85.77 +2.3%
115 NUE NUCOR CORP Basic Materials 922.0 $203K 0.06% -30.0 -3.1% $220.69 +14.2%
116 NXE NEXGEN ENERGY LTD Energy 21,000.0 $202K 0.06% $9.62 +3.2%
117 GM GENERAL MTRS CO Consumer Cyclical 2,613.0 $199K 0.06% -425.0 -14.0% $75.99 +12.7%
118 MRK MERCK & CO INC Healthcare 1,482.0 $192K 0.06% $129.52 +15.8%
119 ITW ILLINOIS TOOL WKS INC Industrials 691.0 $188K 0.06% $272.66 -1.0%
120 T AT&T INC Communication Services 9,137.0 $188K 0.06% +4K +69.5% $20.57 +26.4%
Page 6 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%