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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 7 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CNI CANADIAN NATL RY CO Industrials 4,940.0 $589K 0.07% -187.0 -3.6% $119.24 +7.5%
122 AMT AMERICAN TOWER CORP Real Estate 3,504.0 $573K 0.07% -43.0 -1.2% $163.59 +7.4%
123 ETHO AMPLIFY ETF TR 7,084.0 $571K 0.07% -2K -18.1% $80.61 +1.4%
124 DIS DISNEY WALT CO Communication Services 5,733.0 $552K 0.07% -2K -23.6% $96.26 +11.5%
125 BWA BORGWARNER INC Consumer Cyclical 8,116.0 $539K 0.06% -352.0 -4.2% $66.40 -2.4%
126 NULV NUSHARES ETF TR 10,713.0 $536K 0.06% -186.0 -1.7% $49.99 +5.8%
127 WFC WELLS FARGO & CO Financial Services 6,412.0 $530K 0.06% -784.0 -10.9% $82.64 +1.3%
128 WTRG ESSENTIAL UTILS INC Utilities 13,593.0 $521K 0.06% -1K -9.0% $38.31 +5.5%
129 TTEK TETRA TECH INC NEW Industrials 17,615.0 $509K 0.06% -136.0 -0.8% $28.89 +26.6%
130 NVO NOVO-NORDISK A S Healthcare 10,325.0 $495K 0.06% +519.0 +5.3% $47.94 -3.7%
131 LOW LOWES COS INC Consumer Cyclical 2,237.0 $493K 0.06% -307.0 -12.1% $220.52 -1.3%
132 POR PORTLAND GEN ELEC CO Utilities 9,395.0 $487K 0.06% -485.0 -4.9% $51.83 -3.2%
133 NUEM NUSHARES ETF TR 11,285.0 $479K 0.06% -2K -15.9% $42.44 -1.1%
134 GLD SPDR GOLD TR Financial Services 1,274.0 $469K 0.06% -377.0 -22.8% $368.38 +12.7%
135 ESML ISHARES TR 8,268.0 $462K 0.06% +933.0 +12.7% $55.93 -0.8%
136 WY WEYERHAEUSER CO Real Estate 18,425.0 $441K 0.05% -167.0 -0.9% $23.94 +2.9%
137 JCI JOHNSON CONTROLS INTERNATION Industrials 2,995.0 $438K 0.05% -848.0 -22.1% $146.11 -2.0%
138 USB US BANCORP Financial Services 7,153.0 $432K 0.05% -3K -30.8% $60.40 +2.3%
139 MGC VANGUARD WORLD FD 1,567.0 $429K 0.05% +8.0 +0.5% $273.67 +1.9%
140 META META PLATFORMS INC Communication Services 750.0 $423K 0.05% +52.0 +7.5% $563.41 -3.1%
Page 7 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%