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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 8 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHF SCHWAB STRATEGIC TR 15,213.0 $421K 0.05% +5K +44.0% $27.70 +1.9%
142 ACN ACCENTURE PLC IRELAND Technology 3,277.0 $408K 0.05% +176.0 +5.7% $124.44 +45.7%
143 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 22,708.0 $394K 0.05% $17.35 -7.7%
144 PRF INVESCO EXCHANGE TRADED FD T 7,200.0 $389K 0.05% NEW $54.03 +3.3%
145 GS GOLDMAN SACHS GROUP INC Financial Services 380.0 $384K 0.05% -2K -79.8% $1010.85 -0.9%
146 FNDX SCHWAB STRATEGIC TR 12,334.0 $384K 0.05% +2K +15.9% $31.10 +4.0%
147 AVA AVISTA CORP Utilities 9,362.0 $383K 0.05% -11K -54.8% $40.91 -6.6%
148 JD JD.COM INC Consumer Cyclical 13,589.0 $346K 0.04% -226.0 -1.6% $25.48 +15.4%
149 QQQ INVESCO QQQ TR Financial Services 452.0 $333K 0.04% $735.65 -3.4%
150 VBK VANGUARD INDEX FDS 900.0 $329K 0.04% $365.62 -2.6%
151 AVGO BROADCOM INC Technology 858.0 $324K 0.04% +71.0 +9.0% $377.68 -3.6%
152 SCHX SCHWAB STRATEGIC TR 10,844.0 $319K 0.04% +8K +274.3% $29.43 +2.2%
153 VB VANGUARD INDEX FDS 1,037.0 $314K 0.04% -131.0 -11.2% $303.13 -0.1%
154 APTIV PLC 5,076.0 $312K 0.04% -390.0 -7.1% $61.38
155 SCHA SCHWAB STRATEGIC TR 8,575.0 $310K 0.04% +2K +25.5% $36.13 -4.1%
156 EMR EMERSON ELEC CO Industrials 2,126.0 $304K 0.04% +17.0 +0.8% $143.15 +8.1%
157 LLY ELI LILLY & CO Healthcare 249.0 $298K 0.04% -25.0 -9.1% $1198.22 +4.0%
158 VXUS VANGUARD STAR FDS 3,417.0 $292K 0.04% +19.0 +0.6% $85.50 +1.8%
159 MGK VANGUARD WORLD FD 3,292.0 $289K 0.03% +3K +430.1% $87.92 +0.8%
160 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 390.0 $274K 0.03% -18.0 -4.4% $703.32 -1.0%
Page 8 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%