BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSLA TESLA INC Consumer Cyclical 637.0 $268K 0.03% +396.0 +164.3% $420.60 -17.9%
162 IWD ISHARES TR 1,096.0 $266K 0.03% +355.0 +47.9% $242.39 +5.7%
163 XLV SELECT SECTOR SPDR TR 1,634.0 $259K 0.03% -313.0 -16.1% $158.63 +8.7%
164 MU MICRON TECHNOLOGY INC Technology 220.0 $254K 0.03% +217.0 +7233.3% $1154.29 -15.6%
165 TXN TEXAS INSTRS INC Technology 839.0 $250K 0.03% +57.0 +7.3% $297.93 -10.9%
166 VWO VANGUARD INTL EQUITY INDEX F 4,187.0 $250K 0.03% -769.0 -15.5% $59.69 +0.5%
167 AAXJ ISHARES TR 2,080.0 $248K 0.03% -935.0 -31.0% $119.32 -3.1%
168 VGSH VANGUARD SCOTTSDALE FDS 4,170.0 $243K 0.03% NEW $58.20 -0.1%
169 XLK SELECT SECTOR SPDR TR 1,269.0 $242K 0.03% +86.0 +7.3% $190.55 -3.9%
170 TJX TJX COS INC NEW Consumer Cyclical 1,523.0 $231K 0.03% $151.50 -7.1%
171 SUSL ISHARES TR 1,698.0 $225K 0.03% $132.76 +2.9%
172 VSGX VANGUARD WORLD FD 2,654.0 $219K 0.03% -268.0 -9.2% $82.34 +0.6%
173 SUSB ISHARES TR 8,409.0 $210K 0.03% $24.99 -0.6%
174 GH GUARDANT HEALTH INC Healthcare 1,327.0 $199K 0.02% +907.0 +215.9% $150.03 +11.9%
175 BA BOEING CO Industrials 910.0 $197K 0.02% +139.0 +18.0% $216.47 -0.6%
176 IWB ISHARES TR 479.0 $196K 0.02% -31.0 -6.1% $409.28 +2.1%
177 IAU ISHARES GOLD TR Financial Services 2,531.0 $191K 0.02% $75.51 +12.7%
178 CVIE MORGAN STANLEY ETF TRUST 2,221.0 $189K 0.02% +957.0 +75.7% $85.00 +0.2%
179 ALK ALASKA AIR GROUP INC Industrials 3,612.0 $189K 0.02% -4K -49.5% $52.20 -23.0%
180 NUBD NUSHARES ETF TR 8,360.0 $185K 0.02% -1.2M -99.3% $22.14 -1.6%
Page 9 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%