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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 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHX SCHWAB STRATEGIC TR 10,844.0 $319K 0.04% +8K +274.3% $29.43 +2.2%
62 SCHA SCHWAB STRATEGIC TR 8,575.0 $310K 0.04% +2K +25.5% $36.13 -4.1%
63 EMR EMERSON ELEC CO Industrials 2,126.0 $304K 0.04% +17.0 +0.8% $143.15 +8.1%
64 VXUS VANGUARD STAR FDS 3,417.0 $292K 0.04% +19.0 +0.6% $85.50 +1.8%
65 MGK VANGUARD WORLD FD 3,292.0 $289K 0.03% +3K +430.1% $87.92 +0.8%
66 TSLA TESLA INC Consumer Cyclical 637.0 $268K 0.03% +396.0 +164.3% $420.60 -17.9%
67 IWD ISHARES TR 1,096.0 $266K 0.03% +355.0 +47.9% $242.39 +5.7%
68 MU MICRON TECHNOLOGY INC Technology 220.0 $254K 0.03% +217.0 +7233.3% $1154.29 -15.6%
69 TXN TEXAS INSTRS INC Technology 839.0 $250K 0.03% +57.0 +7.3% $297.93 -10.9%
70 XLK SELECT SECTOR SPDR TR 1,269.0 $242K 0.03% +86.0 +7.3% $190.55 -3.9%
71 GH GUARDANT HEALTH INC Healthcare 1,327.0 $199K 0.02% +907.0 +215.9% $150.03 +11.9%
72 BA BOEING CO Industrials 910.0 $197K 0.02% +139.0 +18.0% $216.47 -0.6%
73 CVIE MORGAN STANLEY ETF TRUST 2,221.0 $189K 0.02% +957.0 +75.7% $85.00 -0.0%
74 GRNB VANECK ETF TRUST 7,651.0 $185K 0.02% +131.0 +1.7% $24.14 -1.2%
75 CWI SPDR INDEX SHS FDS 4,397.0 $179K 0.02% +51.0 +1.2% $40.67 +1.4%
76 SPSM SPDR SERIES TRUST 2,946.0 $170K 0.02% +3K +1917.8% $57.67 -1.3%
77 XOM EXXON MOBIL CORP Energy 1,158.0 $158K 0.02% +15.0 +1.3% $136.75 +21.6%
78 KLAC KLA CORP Technology 523.0 $158K 0.02% +471.0 +905.8% $301.92 -38.4%
79 SPY STATE STR SPDR S&P 500 ETF T Financial Services 194.0 $145K 0.02% +55.0 +39.6% $747.26 +2.1%
80 CCJ CAMECO CORP Energy 1,382.0 $141K 0.02% +409.0 +42.0% $101.86 -6.2%
Page 4 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%