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Portfolio (Quarterly) Guide ↗

First Pacific Financial

· CIK 0001810089
13F Portfolio $839M AUM 510 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 99 New 186 Added 159 Reduced 76 Exited
Page 10 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ZTS ZOETIS INC Healthcare 87.0 $6K 0.00% +1.0 +1.2% $71.61 +6.5%
182 XLE SELECT SECTOR SPDR TR 107.0 $6K 0.00% +97.0 +970.0% $53.11 +21.5%
183 SRE SEMPRA Utilities 55.0 $5K 0.00% +1.0 +1.9% $92.95 -5.3%
184 AGG ISHARES TR 29.0 $3K +1.0 +3.6% $97.48 -0.1%
185 DOC HEALTHPEAK PROPERTIES INC Real Estate 48.0 $1K +2.0 +4.3% $21.38 -1.7%
186 EMBC EMBECTA CORP Healthcare 14.0 $45.0 +1.0 +7.7% $3.21 +73.1%
Page 10 of 10  ·  186 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%
Healthcare 15.8%
Industrials 13.2%
Consumer Defensive 7.4%
Real Estate 5.3%
Utilities 4.8%
Consumer Cyclical 2.6%
Communication Services 2.4%
Energy 1.8%