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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 8 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WCN WASTE CONNECTIONS INC Industrials 720.0 $121K 0.04% +540.0 +300.0% $167.84 -2.4%
142 GEV GE VERNOVA INC Utilities 108.0 $120K 0.04% $1112.44 -19.2%
143 IWM ISHARES TR 402.0 $120K 0.04% $297.55 -2.3%
144 VWO VANGUARD INTL EQUITY INDEX F 1,992.0 $118K 0.04% $59.03 +2.8%
145 WM WASTE MGMT INC DEL Industrials 493.0 $114K 0.03% $230.30 -4.6%
146 SCHB SCHWAB STRATEGIC TR 3,896.0 $112K 0.03% -100.0 -2.5% $28.86 +1.8%
147 MMM 3M CO Industrials 696.0 $112K 0.03% $160.41 +6.1%
148 SII SPROTT INC Financial Services 1,000.0 $111K 0.03% $111.42 +14.0%
149 EWC ISHARES INC 1,925.0 $111K 0.03% $57.76 +4.9%
150 WPM WHEATON PRECIOUS METALS CORP Basic Materials 960.0 $111K 0.03% $115.28 +25.7%
151 TRV TRAVELERS COMPANIES INC Financial Services 322.0 $110K 0.03% $342.16 +6.4%
152 JNK SPDR SERIES TRUST 1,126.0 $108K 0.03% +716.0 +174.6% $95.99 -0.8%
153 DUK DUKE ENERGY CORP NEW Utilities 827.0 $107K 0.03% -28.0 -3.3% $129.53 -7.1%
154 MCK MCKESSON CORP Healthcare 136.0 $107K 0.03% $787.40 +15.2%
155 TRP TC ENERGY CORP Energy 1,625.0 $107K 0.03% $65.83 -4.1%
156 SHW SHERWIN WILLIAMS CO Basic Materials 300.0 $106K 0.03% $351.87 -6.2%
157 SLF SUN LIFE FINANCIAL INC. Financial Services 1,328.0 $105K 0.03% $79.37 -1.7%
158 IJR ISHARES TR 696.0 $102K 0.03% $146.46 -2.4%
159 VGSH VANGUARD SCOTTSDALE FDS 1,735.0 $101K 0.03% $58.08 -0.4%
160 BSV VANGUARD BD INDEX FDS 1,292.0 $100K 0.03% $77.75 -0.8%
Page 8 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%