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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 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HUBB HUBBELL INC Industrials 1,218.0 $637K 0.08% -81.0 -6.2% $523.14 -10.2%
62 AWR AMER STATES WTR CO Utilities 7,358.0 $608K 0.07% -223.0 -2.9% $82.63 +8.1%
63 XYL XYLEM INC Industrials 5,137.0 $607K 0.07% -142.0 -2.7% $118.22 -4.0%
64 CNI CANADIAN NATL RY CO Industrials 4,940.0 $589K 0.07% -187.0 -3.6% $119.24 +7.5%
65 AMT AMERICAN TOWER CORP Real Estate 3,504.0 $573K 0.07% -43.0 -1.2% $163.59 +7.4%
66 ETHO AMPLIFY ETF TR 7,084.0 $571K 0.07% -2K -18.1% $80.61 +1.4%
67 DIS DISNEY WALT CO Communication Services 5,733.0 $552K 0.07% -2K -23.6% $96.26 +11.5%
68 BWA BORGWARNER INC Consumer Cyclical 8,116.0 $539K 0.06% -352.0 -4.2% $66.40 -2.4%
69 NULV NUSHARES ETF TR 10,713.0 $536K 0.06% -186.0 -1.7% $49.99 +5.8%
70 WFC WELLS FARGO & CO Financial Services 6,412.0 $530K 0.06% -784.0 -10.9% $82.64 +1.3%
71 WTRG ESSENTIAL UTILS INC Utilities 13,593.0 $521K 0.06% -1K -9.0% $38.31 +5.5%
72 TTEK TETRA TECH INC NEW Industrials 17,615.0 $509K 0.06% -136.0 -0.8% $28.89 +26.6%
73 LOW LOWES COS INC Consumer Cyclical 2,237.0 $493K 0.06% -307.0 -12.1% $220.52 -1.4%
74 POR PORTLAND GEN ELEC CO Utilities 9,395.0 $487K 0.06% -485.0 -4.9% $51.83 -3.2%
75 NUEM NUSHARES ETF TR 11,285.0 $479K 0.06% -2K -15.9% $42.44 -1.1%
76 GLD SPDR GOLD TR Financial Services 1,274.0 $469K 0.06% -377.0 -22.8% $368.38 +12.7%
77 WY WEYERHAEUSER CO Real Estate 18,425.0 $441K 0.05% -167.0 -0.9% $23.94 +2.8%
78 JCI JOHNSON CONTROLS INTERNATION Industrials 2,995.0 $438K 0.05% -848.0 -22.1% $146.11 -2.0%
79 USB US BANCORP Financial Services 7,153.0 $432K 0.05% -3K -30.8% $60.40 +2.3%
80 GS GOLDMAN SACHS GROUP INC Financial Services 380.0 $384K 0.05% -2K -79.8% $1010.85 -0.9%
Page 4 of 8  ·  159 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%