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Portfolio (Quarterly) Guide ↗

Western Pacific Wealth Management, LP

· CIK 0001907320
13F Portfolio $103M AUM 181 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 181 New
Page 6 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOUN SOUNDHOUND AI INC CLASS A COM Technology 6,000.0 $60K 0.06% NEW $9.97 -35.7%
102 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 1,602.0 $59K 0.06% NEW $37.00 -9.9%
103 DUK DUKE ENERGY CORP NEW COM NEW Utilities 504.0 $59K 0.06% NEW $117.12 +9.6%
104 NKE NIKE INC CL B Consumer Cyclical 912.0 $58K 0.06% NEW $63.71 -36.0%
105 SO SOUTHERN CO COM Utilities 665.0 $58K 0.06% NEW $87.14 +11.5%
106 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 3,878.0 $58K 0.06% NEW $14.94 -42.6%
107 CVX CHEVRON CORP NEW COM Energy 380.0 $58K 0.06% NEW $152.27 +12.3%
108 DIS DISNEY WALT CO COM Communication Services 509.0 $58K 0.06% NEW $113.68 -13.1%
109 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 500.0 $57K 0.06% NEW $113.10 -12.7%
110 BAC BANK AMERICA CORP COM Financial Services 1,003.0 $55K 0.05% NEW $55.00 +5.2%
111 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,400.0 $54K 0.05% NEW $38.73 -31.9%
112 LLY ELI LILLY & CO COM Healthcare 50.0 $54K 0.05% NEW $1079.68 +11.9%
113 LMT LOCKHEED MARTIN CORP COM Industrials 110.0 $53K 0.05% NEW $484.59 +4.7%
114 KO COCA COLA CO COM Consumer Defensive 749.0 $52K 0.05% NEW $69.91 +18.2%
115 UNUSUAL MACHS INC COM SHS 4,000.0 $51K 0.05% NEW $12.74
116 CAVA CAVA GROUP INC COM Consumer Cyclical 729.0 $43K 0.04% NEW $58.69 +42.1%
117 SCHB SCHWAB U.S. BROAD MARKET ETF 1,584.0 $42K 0.04% NEW $26.24 +8.0%
118 STWD STARWOOD PPTY TR INC COM Real Estate 2,139.0 $39K 0.04% NEW $18.01 -6.6%
119 CME CME GROUP INC COM Financial Services 141.0 $38K 0.04% NEW $272.65 -18.9%
120 KKR KKR & CO INC COM Financial Services 287.0 $37K 0.04% NEW $127.48 -29.3%
Page 6 of 10  ·  181 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 39.4%
Communication Services 24.2%
Consumer Cyclical 14.1%
Financial Services 12.4%
Consumer Defensive 3.2%
Healthcare 2.9%
Energy 1.3%
Industrials 1.2%
Real Estate 0.8%
Basic Materials 0.3%