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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 4 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADI ANALOG DEVICES INC Technology 4,043.0 $1.6M 0.19% -210.0 -4.9% $397.19 -6.8%
62 DMXF ISHARES TR 18,821.0 $1.6M 0.19% -508.0 -2.6% $84.60 +1.7%
63 BND VANGUARD BD INDEX FDS 21,557.0 $1.6M 0.19% +4K +25.2% $73.41 -1.5%
64 SCHG SCHWAB STRATEGIC TR 46,734.0 $1.6M 0.19% +14K +44.1% $33.84 +3.7%
65 VGT VANGUARD WORLD FD 13,228.0 $1.6M 0.19% NEW $119.52 -1.0%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,276.0 $1.6M 0.19% -191.0 -5.5% $477.57 -12.9%
67 VTI VANGUARD INDEX FDS 4,219.0 $1.6M 0.19% -112.0 -2.6% $370.01 +1.8%
68 ASML ASML HLDG NV Technology 759.0 $1.5M 0.18% -73.0 -8.8% $1989.44 -12.0%
69 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.18% $748850.00
70 CAT CATERPILLAR INC Industrials 1,382.0 $1.5M 0.17% +24.0 +1.8% $1064.64 -23.4%
71 SPG SIMON PPTY GROUP INC NEW Real Estate 6,578.0 $1.5M 0.17% +1K +28.0% $223.66 -1.7%
72 ING ING GROEP N.V. Financial Services 46,421.0 $1.5M 0.17% +2K +3.5% $31.38 +9.9%
73 SCHM SCHWAB STRATEGIC TR 37,054.0 $1.4M 0.16% -2K -6.1% $36.87 -2.6%
74 AMZN AMAZON COM INC Consumer Cyclical 5,724.0 $1.4M 0.16% -625.0 -9.8% $238.34 +9.1%
75 JSTC TIDAL TRUST I 58,687.0 $1.3M 0.16% +19K +49.0% $22.88 +0.3%
76 ETN EATON CORP PLC Industrials 3,142.0 $1.3M 0.16% -26.0 -0.8% $426.12 -2.5%
77 WM WASTE MGMT INC DEL Industrials 5,900.0 $1.3M 0.16% -72.0 -1.2% $222.90 +0.9%
78 PH PARKER-HANNIFIN CORP Industrials 1,295.0 $1.3M 0.15% -186.0 -12.6% $978.12 +2.2%
79 AMAT APPLIED MATLS INC Technology 1,679.0 $1.2M 0.14% +802.0 +91.5% $723.13 -31.4%
80 VTEB VANGUARD MUN BD FDS 23,796.0 $1.2M 0.14% -4K -14.6% $50.58 -2.0%
Page 4 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%