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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVA AVISTA CORP Utilities 9,362.0 $383K 0.05% -11K -54.8% $40.91 -6.6%
82 JD JD.COM INC Consumer Cyclical 13,589.0 $346K 0.04% -226.0 -1.6% $25.48 +15.4%
83 VB VANGUARD INDEX FDS 1,037.0 $314K 0.04% -131.0 -11.2% $303.13 -0.1%
84 APTIV PLC 5,076.0 $312K 0.04% -390.0 -7.1% $61.38
85 LLY ELI LILLY & CO Healthcare 249.0 $298K 0.04% -25.0 -9.1% $1198.22 +4.0%
86 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 390.0 $274K 0.03% -18.0 -4.4% $703.32 -1.0%
87 XLV SELECT SECTOR SPDR TR 1,634.0 $259K 0.03% -313.0 -16.1% $158.63 +8.7%
88 VWO VANGUARD INTL EQUITY INDEX F 4,187.0 $250K 0.03% -769.0 -15.5% $59.69 +0.5%
89 AAXJ ISHARES TR 2,080.0 $248K 0.03% -935.0 -31.0% $119.32 -3.1%
90 VSGX VANGUARD WORLD FD 2,654.0 $219K 0.03% -268.0 -9.2% $82.34 +0.6%
91 IWB ISHARES TR 479.0 $196K 0.02% -31.0 -6.1% $409.28 +2.1%
92 ALK ALASKA AIR GROUP INC Industrials 3,612.0 $189K 0.02% -4K -49.5% $52.20 -23.0%
93 NUBD NUSHARES ETF TR 8,360.0 $185K 0.02% -1.2M -99.3% $22.14 -1.6%
94 SPYX SPDR SERIES TRUST 2,671.0 $163K 0.02% -3K -51.4% $61.10 +2.1%
95 FORTINET INC 1,061.0 $163K 0.02% -6.0 -0.6% $153.62
96 GOVT ISHARES TR 6,872.0 $157K 0.02% -172K -96.2% $22.78 -1.3%
97 MCD MCDONALDS CORP Consumer Cyclical 528.0 $143K 0.02% -65.0 -11.0% $270.50 -0.5%
98 VNQ VANGUARD INDEX FDS 1,370.0 $132K 0.02% -167.0 -10.9% $96.46 +2.2%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 512.0 $115K 0.01% -362.0 -41.4% $223.82 +24.7%
100 IWM ISHARES TR 378.0 $114K 0.01% -77.0 -16.9% $300.80 -1.0%
Page 5 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%