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Portfolio (Quarterly) Guide ↗

Pacifica Partners Inc.

· CIK 0001799900
13F Portfolio $301M AUM 474 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 38 Added 81 Reduced 38 Exited
Page 7 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITW ILLINOIS TOOL WKS INC Industrials 691.0 $180K 0.06% $260.29 -3.8%
122 MRK MERCK & CO INC Healthcare 1,482.0 $178K 0.06% +22.0 +1.5% $120.29 -0.4%
123 FNV FRANCO NEV CORP Basic Materials 696.0 $172K 0.06% -25.0 -3.5% $247.11 -7.3%
124 SHOP SHOPIFY INC Technology 1,368.0 $162K 0.05% -50.0 -3.5% $118.38 -11.4%
125 MO ALTRIA GROUP INC Consumer Defensive 2,453.0 $162K 0.05% $65.99 +9.7%
126 MCD MCDONALDS CORP Consumer Cyclical 519.0 $161K 0.05% $310.79 -10.1%
127 NUE NUCOR CORP Basic Materials 952.0 $161K 0.05% $169.10 +42.1%
128 VEU VANGUARD INTL EQUITY INDEX F 2,140.0 $161K 0.05% +801.0 +59.8% $75.11 +12.0%
129 T AT&T INC Communication Services 5,392.0 $156K 0.05% $28.99 -13.7%
130 SRE SEMPRA Utilities 1,598.0 $155K 0.05% $97.17 -5.8%
131 IYR ISHARES TR 1,570.0 $148K 0.05% $94.56 +9.1%
132 IWD ISHARES TR 678.0 $145K 0.05% +23.0 +3.5% $213.80 +11.5%
133 CEF SPROTT ASSET MANAGEMENT LP Financial Services 3,000.0 $143K 0.05% $47.60 +0.2%
134 CANADIAN PACIFIC KANSAS CITY 1,815.0 $143K 0.05% $78.53
135 SII SPROTT INC Financial Services 1,000.0 $142K 0.05% -200.0 -16.7% $142.42 -10.1%
136 VCSH VANGUARD SCOTTSDALE FDS 1,779.0 $141K 0.05% $79.27 -0.3%
137 KLAC KLA CORP Technology 95.0 $140K 0.05% $1472.41 +36.6%
138 EMR EMERSON ELEC CO Industrials 1,012.0 $133K 0.04% $131.02 +7.6%
139 BIV VANGUARD BD INDEX FDS 1,644.0 $127K 0.04% $77.18 -0.8%
140 WPM WHEATON PRECIOUS METALS CORP Basic Materials 960.0 $126K 0.04% -75.0 -7.2% $131.00 -3.4%
Page 7 of 23  ·  451 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 25.7%
Financial Services 19.5%
Energy 18.9%
Communication Services 8.7%
Basic Materials 5.4%
Industrials 5.3%
Consumer Defensive 5.2%
Consumer Cyclical 5.1%
Healthcare 4.5%
Utilities 1.0%