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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 10 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GRNB VANECK ETF TRUST 7,651.0 $185K 0.02% +131.0 +1.7% $24.14 -1.2%
182 CWI SPDR INDEX SHS FDS 4,397.0 $179K 0.02% +51.0 +1.2% $40.67 +1.4%
183 SPSM SPDR SERIES TRUST 2,946.0 $170K 0.02% +3K +1917.8% $57.67 -1.3%
184 SPYX SPDR SERIES TRUST 2,671.0 $163K 0.02% -3K -51.4% $61.10 +2.1%
185 FORTINET INC 1,061.0 $163K 0.02% -6.0 -0.6% $153.62
186 XOM EXXON MOBIL CORP Energy 1,158.0 $158K 0.02% +15.0 +1.3% $136.75 +21.5%
187 KLAC KLA CORP Technology 523.0 $158K 0.02% +471.0 +905.8% $301.92 -38.4%
188 GOVT ISHARES TR 6,872.0 $157K 0.02% -172K -96.2% $22.78 -1.3%
189 PXF INVESCO EXCH TRADED FD TR II 2,029.0 $153K 0.02% NEW $75.64 +4.5%
190 KO COCA COLA CO Consumer Defensive 1,845.0 $150K 0.02% $81.29 +11.3%
191 SPY STATE STR SPDR S&P 500 ETF T Financial Services 194.0 $145K 0.02% +55.0 +39.6% $747.26 +2.1%
192 MCD MCDONALDS CORP Consumer Cyclical 528.0 $143K 0.02% -65.0 -11.0% $270.50 -0.5%
193 CCJ CAMECO CORP Energy 1,382.0 $141K 0.02% +409.0 +42.0% $101.86 -6.2%
194 CIEN CIENA CORP Technology 279.0 $137K 0.02% NEW $490.56 -20.0%
195 IEFA ISHARES TR 1,387.0 $134K 0.02% +912.0 +192.0% $96.61 +3.5%
196 VNQ VANGUARD INDEX FDS 1,370.0 $132K 0.02% -167.0 -10.9% $96.46 +2.2%
197 SBUX STARBUCKS CORP Consumer Cyclical 1,289.0 $132K 0.02% +96.0 +8.1% $102.23 +1.7%
198 VO VANGUARD INDEX FDS 1,605.0 $129K 0.01% +716.0 +80.5% $80.56 +2.5%
199 AIQ GLOBAL X FDS 1,952.0 $128K 0.01% NEW $65.60 -3.9%
200 BAC BANK OF AMER CORP Financial Services 2,073.0 $118K 0.01% $56.99 +8.6%
Page 10 of 26  ·  510 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%