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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 2 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 5,152.0 $3.5M 0.42% +145.0 +2.9% $686.77 +2.5%
22 PRU PRUDENTIAL FINL INC Financial Services 32,194.0 $3.5M 0.41% +411.0 +1.3% $107.93 +12.7%
23 PEP PEPSICO INC Consumer Defensive 25,171.0 $3.4M 0.41% +1K +5.6% $135.40 +5.6%
24 PLD PROLOGIS INC. Real Estate 24,783.0 $3.4M 0.40% +853.0 +3.6% $135.47 +4.3%
25 UPS UNITED PARCEL SVCS INC Industrials 27,414.0 $2.9M 0.35% +172.0 +0.6% $107.50 -3.9%
26 PFE PFIZER INC Healthcare 103,274.0 $2.5M 0.30% +18K +21.1% $24.08 +16.3%
27 NEE NEXTERA ENERGY INC Utilities 20,634.0 $1.8M 0.22% +1K +5.7% $87.77 -3.4%
28 NGG NATIONAL GRID PLC Utilities 20,118.0 $1.7M 0.20% +8K +72.4% $82.87 -2.4%
29 BND VANGUARD BD INDEX FDS 21,557.0 $1.6M 0.19% +4K +25.2% $73.41 -1.5%
30 SCHG SCHWAB STRATEGIC TR 46,734.0 $1.6M 0.19% +14K +44.1% $33.84 +4.1%
31 CAT CATERPILLAR INC Industrials 1,382.0 $1.5M 0.17% +24.0 +1.8% $1064.64 -24.3%
32 SPG SIMON PPTY GROUP INC NEW Real Estate 6,578.0 $1.5M 0.17% +1K +28.0% $223.66 -1.2%
33 ING ING GROEP N.V. Financial Services 46,421.0 $1.5M 0.17% +2K +3.5% $31.38 +10.5%
34 JSTC TIDAL TRUST I 58,687.0 $1.3M 0.16% +19K +49.0% $22.88 +0.2%
35 AMAT APPLIED MATLS INC Technology 1,679.0 $1.2M 0.14% +802.0 +91.5% $723.13 -31.7%
36 IVV ISHARES TR 1,391.0 $1.0M 0.12% +444.0 +46.9% $749.11 +2.7%
37 BERKSHIRE HATHAWAY INC DEL 1,904.0 $953K 0.11% +25.0 +1.3% $500.39
38 VEA VANGUARD TAX-MANAGED FDS 13,233.0 $943K 0.11% +6K +72.8% $71.25 +2.3%
39 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,982.0 $874K 0.10% +44.0 +1.5% $293.19 +3.9%
40 TGT TARGET CORP Consumer Defensive 6,577.0 $859K 0.10% +89.0 +1.4% $130.62 +22.7%
Page 2 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%