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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 14 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CL COLGATE PALMOLIVE CO Consumer Defensive 468.0 $43K 0.01% -1K -75.5% $91.75 -0.7%
262 PRFZ INVESCO EXCHANGE TRADED FD T 761.0 $42K 0.01% NEW $55.77 +0.2%
263 MELI MERCADOLIBRE INC Consumer Cyclical 25.0 $42K 0.01% $1697.40 +13.3%
264 EAGG ISHARES TR 885.0 $42K 0.01% +15.0 +1.7% $47.39 -1.6%
265 RSP INVESCO EXCHANGE TRADED FD T 193.0 $41K 0.01% +1.0 +0.5% $212.92 +4.1%
266 QQQM INVESCO EXCH TRADED FD TR II 130.0 $39K 0.01% NEW $302.98 -3.0%
267 APP APPLOVIN CORP Technology 76.0 $39K 0.01% NEW $515.24 -40.7%
268 FDX FEDEX CORP Industrials 124.0 $39K 0.01% +1.0 +0.8% $312.70 +4.0%
269 FRDM EA SERIES TRUST 526.0 $38K 0.01% +3.0 +0.6% $72.84 -5.7%
270 CSM PROSHARES TR 449.0 $38K 0.01% -9.0 -2.0% $85.21 +4.0%
271 DGX QUEST DIAGNOSTICS INC Healthcare 178.0 $38K 0.01% +1.0 +0.6% $212.30 +15.1%
272 SHEL SHELL PLC Energy 486.0 $38K 0.00% +9.0 +1.9% $77.53 +20.4%
273 SPUS TIDAL TRUST I 649.0 $37K 0.00% NEW $57.46 +2.0%
274 GWW WW GRAINGER INC Industrials 26.0 $36K 0.00% -6.0 -18.8% $1384.08 -5.2%
275 CWB SPDR SERIES TRUST 332.0 $36K 0.00% +2.0 +0.6% $107.96 -4.0%
276 DOV DOVER CORP Industrials 159.0 $36K 0.00% +1.0 +0.6% $223.80 -9.8%
277 TNC TENNANT CO Industrials 405.0 $35K 0.00% $87.55 -21.6%
278 HSY HERSHEY CO Consumer Defensive 200.0 $35K 0.00% NEW $175.45 +6.3%
279 TDIV FIRST TR EXCHANGE TRADED FD 305.0 $35K 0.00% +3.0 +1.0% $114.70 -0.1%
280 IEMG ISHARES INC 418.0 $35K 0.00% +315.0 +305.8% $82.80 -1.5%
Page 14 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%