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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 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WRB BERKLEY W R CORP Financial Services 1,490.0 $105K 0.01% -10.0 -0.7% $70.51 -1.9%
102 PANW PALO ALTO NETWORKS INC Technology 287.0 $98K 0.01% -77.0 -21.1% $341.02 +2.5%
103 INTC INTEL CORP Technology 681.0 $95K 0.01% -154.0 -18.4% $139.63 -34.0%
104 VV VANGUARD INDEX FDS 266.0 $92K 0.01% -56.0 -17.4% $344.45 +2.0%
105 ORCL ORACLE CORP Technology 611.0 $90K 0.01% -10.0 -1.6% $146.57 -3.1%
106 IWL ISHARES TR 477.0 $88K 0.01% -54.0 -10.2% $184.85 +2.0%
107 SGOL ETFS GOLD TR Financial Services 2,289.0 $88K 0.01% -107.0 -4.5% $38.23 +12.8%
108 DUK DUKE ENERGY CORP NEW Utilities 640.0 $81K 0.01% -525.0 -45.1% $126.50 -3.0%
109 SNPE DBX ETF TR 1,151.0 $79K 0.01% -21.0 -1.8% $68.87 +2.4%
110 FFIV F5 INC Technology 170.0 $71K 0.01% -8.0 -4.5% $415.96 -9.2%
111 CVS CVS HEALTH CORP Healthcare 649.0 $67K 0.01% -185.0 -22.2% $103.49 -9.5%
112 VIG VANGUARD SPECIALIZED FUNDS 261.0 $62K 0.01% -561.0 -68.2% $236.93 +2.2%
113 FIXD FIRST TR EXCHNG TRADED FD VI 1,409.0 $61K 0.01% -726.0 -34.0% $43.61 -1.5%
114 SYK STRYKER CORPORATION Healthcare 194.0 $61K 0.01% -121.0 -38.4% $314.65 +4.1%
115 VPL VANGUARD INTL EQUITY INDEX F 525.0 $61K 0.01% -246.0 -31.9% $115.69 -1.4%
116 GE GE AEROSPACE Industrials 156.0 $58K 0.01% -35.0 -18.3% $372.85 -7.6%
117 UCON FIRST TR EXCHNG TRADED FD VI 2,301.0 $57K 0.01% -918.0 -28.5% $24.88 -1.0%
118 ICLN ISHARES TR 2,693.0 $55K 0.01% -1K -29.6% $20.49 -14.0%
119 NFLX NETFLIX INC. Communication Services 760.0 $54K 0.01% -122.0 -13.8% $71.40 +12.2%
120 VPLS VANGUARD MALVERN FDS 630.0 $49K 0.01% -32.0 -4.8% $77.58 -1.5%
Page 6 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%