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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 1 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 13,228.0 $1.6M 0.19% NEW $119.52 -0.6%
2 PRF INVESCO EXCHANGE TRADED FD T 7,200.0 $389K 0.05% NEW $54.03 +3.9%
3 VGSH VANGUARD SCOTTSDALE FDS 4,170.0 $243K 0.03% NEW $58.20 -0.1%
4 PXF INVESCO EXCH TRADED FD TR II 2,029.0 $153K 0.02% NEW $75.64 +4.4%
5 CIEN CIENA CORP Technology 279.0 $137K 0.02% NEW $490.56 -18.9%
6 AIQ GLOBAL X FDS 1,952.0 $128K 0.01% NEW $65.60 -4.1%
7 OWNS QUAKER INVT TR 5,727.0 $99K 0.01% NEW $17.27 -0.8%
8 IVE ISHARES TR 378.0 $86K 0.01% NEW $227.06 +4.6%
9 GDDY GODADDY INC Technology 915.0 $78K 0.01% NEW $84.88 +14.3%
10 PWR QUANTA SVCS INC Industrials 88.0 $63K 0.01% NEW $720.05 -6.4%
11 VERSIGENT PLC 1,506.0 $63K 0.01% NEW $42.01
12 ITOT ISHARES TR 301.0 $49K 0.01% NEW $164.27 +2.3%
13 PRFZ INVESCO EXCHANGE TRADED FD T 761.0 $42K 0.01% NEW $55.77 -0.4%
14 QQQM INVESCO EXCH TRADED FD TR II 130.0 $39K 0.01% NEW $302.98 -3.2%
15 APP APPLOVIN CORP Technology 76.0 $39K 0.01% NEW $515.24 -39.3%
16 SPUS TIDAL TRUST I 649.0 $37K 0.00% NEW $57.46 +2.0%
17 HSY HERSHEY CO Consumer Defensive 200.0 $35K 0.00% NEW $175.45 +7.5%
18 IVW ISHARES TR 245.0 $34K 0.00% NEW $137.53 +1.0%
19 AIRR FIRST TR EXCHANGE TRADED FD 252.0 $34K 0.00% NEW $133.25 -12.6%
20 CQP CHENIERE ENERGY PARTNERS L P Energy 500.0 $30K 0.00% NEW $60.95 +11.9%
Page 1 of 5  ·  99 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%