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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 9 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPC MARATHON PETE CORP Energy 375.0 $100K 0.03% $266.25 +43.8%
162 DHR DANAHER CORPORATION Healthcare 499.0 $99K 0.03% -11.0 -2.2% $197.85 +4.6%
163 DNN DENISON MINES CORP Energy 29,696.0 $94K 0.03% $3.18 +0.6%
164 ITOT ISHARES TR 551.0 $90K 0.03% $163.72 +1.8%
165 USIG ISHARES TR 1,710.0 $87K 0.03% $51.09 -2.3%
166 XLF SELECT SECTOR SPDR TR 1,562.0 $87K 0.03% $55.61 +2.9%
167 O REALTY INCOME CORP Real Estate 1,324.0 $85K 0.03% -100.0 -7.0% $63.83 -3.9%
168 VNQ VANGUARD INDEX FDS 852.0 $84K 0.03% $98.02 -1.8%
169 EMB ISHARES TR 845.0 $81K 0.02% $96.13 -2.1%
170 XLI SELECT SECTOR SPDR TR 441.0 $81K 0.02% $183.91 -6.1%
171 MU MICRON TECHNOLOGY INC Technology 83.0 $81K 0.02% -72.0 -46.5% $975.55 -4.3%
172 XLV SELECT SECTOR SPDR TR 480.0 $79K 0.02% $163.76 +4.8%
173 NFLX NETFLIX INC Communication Services 1,000.0 $78K 0.02% $77.59 +4.1%
174 ESGD ISHARES TR 750.0 $77K 0.02% $103.31 +2.1%
175 PFF ISHARES TR 2,523.0 $77K 0.02% $30.48 -1.2%
176 NEM NEWMONT CORP Basic Materials 729.0 $71K 0.02% -7.0 -0.9% $97.03 +26.4%
177 SCHP SCHWAB STRATEGIC TR 2,665.0 $70K 0.02% $26.29 -1.8%
178 SUB ISHARES TR 625.0 $66K 0.02% $106.31 -0.4%
179 VYM VANGUARD WHITEHALL FDS 406.0 $65K 0.02% -20.0 -4.7% $159.48 +2.4%
180 PANW PALO ALTO NETWORKS INC Technology 186.0 $65K 0.02% $347.81 +4.1%
Page 9 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%