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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 12 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DUK DUKE ENERGY CORP NEW Utilities 640.0 $81K 0.01% -525.0 -45.1% $126.50 -5.3%
222 VGK VANGUARD INTL EQUITY INDEX F 899.0 $80K 0.01% +16.0 +1.8% $88.58 +4.7%
223 SNPE DBX ETF TR 1,151.0 $79K 0.01% -21.0 -1.8% $68.87 +2.9%
224 GDDY GODADDY INC Technology 915.0 $78K 0.01% NEW $84.88 +14.4%
225 BSV VANGUARD BD INDEX FDS 954.0 $74K 0.01% +16.0 +1.7% $77.89 -0.4%
226 AMGN AMGEN INC Healthcare 204.0 $74K 0.01% +3.0 +1.5% $362.28 +21.3%
227 LYG LLOYDS BANKING GROUP PLC Financial Services 12,451.0 $73K 0.01% +294.0 +2.4% $5.83 +3.3%
228 AXP AMERICAN EXPRESS CO Financial Services 209.0 $71K 0.01% $338.43 -0.7%
229 FFIV F5 INC Technology 170.0 $71K 0.01% -8.0 -4.5% $415.96 -7.5%
230 LOGI LOGITECH INTL S A Technology 744.0 $70K 0.01% $94.04 +2.1%
231 CVS CVS HEALTH CORP Healthcare 649.0 $67K 0.01% -185.0 -22.2% $103.49 -10.1%
232 VZ VERIZON COMMUNICATIONS INC Communication Services 1,543.0 $65K 0.01% +23.0 +1.5% $42.34 +16.8%
233 PWR QUANTA SVCS INC Industrials 88.0 $63K 0.01% NEW $720.05 -11.2%
234 VERSIGENT PLC 1,506.0 $63K 0.01% NEW $42.01
235 FIW FIRST TR EXCHANGE-TRADED FD 574.0 $63K 0.01% $109.49 +1.5%
236 EPD ENTERPRISE PRODS PARTNERS L 1,700.0 $62K 0.01% +2K +1652.6% $36.76
237 VIG VANGUARD SPECIALIZED FUNDS 261.0 $62K 0.01% -561.0 -68.2% $236.93 +2.9%
238 FIXD FIRST TR EXCHNG TRADED FD VI 1,409.0 $61K 0.01% -726.0 -34.0% $43.61 -2.0%
239 SYK STRYKER CORPORATION Healthcare 194.0 $61K 0.01% -121.0 -38.4% $314.65 +4.7%
240 VPL VANGUARD INTL EQUITY INDEX F 525.0 $61K 0.01% -246.0 -31.9% $115.69 -0.5%
Page 12 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%