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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 6 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DLR DIGITAL RLTY TR INC Real Estate 269.0 $48K 0.01% +5.0 +1.9% $179.89 +8.0%
102 STT STATE STR CORP Financial Services 285.0 $48K 0.01% +4.0 +1.4% $169.33 +8.1%
103 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 750.0 $46K 0.01% +745.0 +10000.0% $61.82 -3.8%
104 SPTM SPDR SERIES TRUST 498.0 $45K 0.01% +3.0 +0.6% $90.85 +1.9%
105 BCS BARCLAYS PLC Financial Services 1,670.0 $45K 0.01% +2K +2936.4% $26.86 -1.4%
106 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 448.0 $43K 0.01% +33.0 +8.0% $96.12 -50.6%
107 EAGG ISHARES TR 885.0 $42K 0.01% +15.0 +1.7% $47.39 -1.5%
108 RSP INVESCO EXCHANGE TRADED FD T 193.0 $41K 0.01% +1.0 +0.5% $212.92 +3.5%
109 FDX FEDEX CORP Industrials 124.0 $39K 0.01% +1.0 +0.8% $312.70 +4.3%
110 FRDM EA SERIES TRUST 526.0 $38K 0.01% +3.0 +0.6% $72.84 -6.8%
111 DGX QUEST DIAGNOSTICS INC Healthcare 178.0 $38K 0.01% +1.0 +0.6% $212.30 +13.7%
112 SHEL SHELL PLC Energy 486.0 $38K 0.00% +9.0 +1.9% $77.53 +20.8%
113 CWB SPDR SERIES TRUST 332.0 $36K 0.00% +2.0 +0.6% $107.96 -4.1%
114 DOV DOVER CORP Industrials 159.0 $36K 0.00% +1.0 +0.6% $223.80 -10.7%
115 TDIV FIRST TR EXCHANGE TRADED FD 305.0 $35K 0.00% +3.0 +1.0% $114.70 -0.9%
116 IEMG ISHARES INC 418.0 $35K 0.00% +315.0 +305.8% $82.80 -2.1%
117 INTU INTUIT Technology 131.0 $34K 0.00% +1.0 +0.8% $260.74 +38.8%
118 HWM HOWMET AEROSPACE INC Industrials 124.0 $33K 0.00% +120.0 +3000.0% $268.86 +1.8%
119 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 305.0 $33K 0.00% +5.0 +1.7% $107.93 +2.4%
120 KMI KINDER MORGAN INC DEL Energy 1,000.0 $32K 0.00% +990.0 +9900.0% $31.97 -1.1%
Page 6 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%