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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 11 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VEU VANGUARD INTL EQUITY INDEX F 1,402.0 $117K 0.01% +9.0 +0.7% $83.73 +2.3%
202 ADP AUTOMATIC DATA PROCESSING IN Industrials 512.0 $115K 0.01% -362.0 -41.4% $223.82 +25.5%
203 IWM ISHARES TR 378.0 $114K 0.01% -77.0 -16.9% $300.80 -0.3%
204 WEC WEC ENERGY GROUP INC Utilities 902.0 $105K 0.01% $116.77 -9.2%
205 WRB BERKLEY W R CORP Financial Services 1,490.0 $105K 0.01% -10.0 -0.7% $70.51 -2.7%
206 USMV ISHARES TR 1,086.0 $105K 0.01% +8.0 +0.7% $96.42 +5.0%
207 OWNS QUAKER INVT TR 5,727.0 $99K 0.01% NEW $17.27 -1.1%
208 PANW PALO ALTO NETWORKS INC Technology 287.0 $98K 0.01% -77.0 -21.1% $341.02 +4.9%
209 SYY SYSCO CORP Consumer Defensive 1,170.0 $98K 0.01% +15.0 +1.3% $83.62 +0.6%
210 INTC INTEL CORP Technology 681.0 $95K 0.01% -154.0 -18.4% $139.63 -35.5%
211 FRNW FIDELITY COVINGTON TRUST 3,790.0 $92K 0.01% +23.0 +0.6% $24.38 -7.8%
212 VV VANGUARD INDEX FDS 266.0 $92K 0.01% -56.0 -17.4% $344.45 +2.4%
213 ORCL ORACLE CORP Technology 611.0 $90K 0.01% -10.0 -1.6% $146.57 -0.1%
214 IWL ISHARES TR 477.0 $88K 0.01% -54.0 -10.2% $184.85 +2.4%
215 CCB COASTAL FINL CORP WA Financial Services 1,130.0 $88K 0.01% $77.51 -40.3%
216 SGOL ETFS GOLD TR Financial Services 2,289.0 $88K 0.01% -107.0 -4.5% $38.23 +15.0%
217 IVE ISHARES TR 378.0 $86K 0.01% NEW $227.06 +4.5%
218 WAT WATERS CORP Healthcare 228.0 $86K 0.01% $375.04 +9.5%
219 NSC NORFOLK SOUTHN CORP Industrials 266.0 $84K 0.01% +56.0 +26.7% $314.31 +11.6%
220 ABT ABBOTT LABORATORIES Healthcare 921.0 $84K 0.01% +192.0 +26.3% $90.73 +28.6%
Page 11 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 26.0%
Financial Services 19.7%
Healthcare 16.0%
Industrials 13.4%
Consumer Defensive 7.5%
Real Estate 5.4%
Utilities 4.9%
Consumer Cyclical 2.6%
Energy 1.8%
Basic Materials 1.4%