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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 3 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDYG SPDR SERIES TRUST 7,059.0 $791K 0.09% +2K +37.5% $112.10 -1.7%
42 LRCX LAM RESEARCH CORP Technology 1,787.0 $774K 0.09% +74.0 +4.3% $433.24 -27.5%
43 BX BLACKSTONE INC Financial Services 6,426.0 $756K 0.09% +42.0 +0.7% $117.66 +21.8%
44 VTV VANGUARD INDEX FDS 3,322.0 $724K 0.09% +192.0 +6.1% $217.95 +3.9%
45 C CITIGROUP INC Financial Services 4,842.0 $678K 0.08% +5K +10000.0% $139.96 -5.9%
46 DFGR DIMENSIONAL ETF TRUST 22,105.0 $640K 0.08% +3K +18.4% $28.97 +1.7%
47 DHR DANAHER CORP DEL Healthcare 3,290.0 $627K 0.07% +67.0 +2.1% $190.47 +14.9%
48 BDX BECTON DICKINSON & CO Healthcare 4,124.0 $624K 0.07% +189.0 +4.8% $151.35 +26.8%
49 MKC MCCORMICK & CO INC Consumer Defensive 12,164.0 $613K 0.07% +320.0 +2.7% $50.42 +9.8%
50 VT VANGUARD INTL EQUITY INDEX F 3,842.0 $603K 0.07% +4K +3666.7% $156.95 +2.5%
51 NKE NIKE INC Consumer Cyclical 14,524.0 $596K 0.07% +6K +79.3% $41.05 -0.7%
52 OC OWENS CORNING NEW Industrials 3,722.0 $592K 0.07% +58.0 +1.6% $158.96 -6.8%
53 NVO NOVO-NORDISK A S Healthcare 10,325.0 $495K 0.06% +519.0 +5.3% $47.94 -2.5%
54 ESML ISHARES TR 8,268.0 $462K 0.06% +933.0 +12.7% $55.93 -0.2%
55 MGC VANGUARD WORLD FD 1,567.0 $429K 0.05% +8.0 +0.5% $273.67 +2.3%
56 META META PLATFORMS INC Communication Services 750.0 $423K 0.05% +52.0 +7.5% $563.41 -2.4%
57 SCHF SCHWAB STRATEGIC TR 15,213.0 $421K 0.05% +5K +44.0% $27.70 +2.7%
58 ACN ACCENTURE PLC IRELAND Technology 3,277.0 $408K 0.05% +176.0 +5.7% $124.44 +48.9%
59 FNDX SCHWAB STRATEGIC TR 12,334.0 $384K 0.05% +2K +15.9% $31.10 +4.6%
60 AVGO BROADCOM INC Technology 858.0 $324K 0.04% +71.0 +9.0% $377.68 -2.5%
Page 3 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 26.0%
Financial Services 19.7%
Healthcare 16.0%
Industrials 13.4%
Consumer Defensive 7.5%
Real Estate 5.4%
Utilities 4.9%
Consumer Cyclical 2.6%
Energy 1.8%
Basic Materials 1.4%