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Portfolio (Quarterly) Guide ↗

Western Pacific Wealth Management, LP

· CIK 0001907320
13F Portfolio $98M AUM 197 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 27 Added 15 Reduced 5 Exited
Page 6 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP COM Industrials 110.0 $67K 0.07% $605.54 -16.2%
102 CAVA CAVA GROUP INC COM Consumer Cyclical 822.0 $66K 0.07% +93.0 +12.8% $80.90 +3.1%
103 DUK DUKE ENERGY CORP NEW COM NEW Utilities 504.0 $66K 0.07% $130.85 -1.9%
104 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 2,023.0 $65K 0.07% +421.0 +26.3% $32.01 +4.2%
105 SO SOUTHERN CO COM Utilities 665.0 $64K 0.07% $96.45 +0.7%
106 IVE ISHARES S&P 500 VALUE ETF 301.0 $64K 0.07% $211.40 +7.2%
107 QCOM QUALCOMM INC COM Technology 460.0 $59K 0.06% +60.0 +15.0% $128.78 +47.1%
108 KO COCA COLA CO COM Consumer Defensive 749.0 $57K 0.06% $76.05 +8.7%
109 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 3,221.0 $54K 0.06% $16.89 +16.6%
110 RDDT REDDIT INC CL A Communication Services 400.0 $54K 0.06% $134.65 +24.0%
111 HDB HDFC BANK LTD SPONSORED ADS Financial Services 2,134.0 $53K 0.05% $24.88 +3.5%
112 CASY CASEYS GEN STORES INC COM Consumer Cyclical 71.0 $52K 0.05% NEW $727.86 +7.0%
113 TXN TEXAS INSTRS INC COM Technology 262.0 $51K 0.05% NEW $194.14 +47.0%
114 UNUSUAL MACHS INC COM SHS 4,000.0 $50K 0.05% $12.40
115 DIS DISNEY WALT CO COM Communication Services 512.0 $49K 0.05% +3.0 +0.6% $96.38 +2.5%
116 BAC BANK OF AMER CORP COM Financial Services 1,003.0 $49K 0.05% $48.75 +18.7%
117 NKE NIKE INC CL B Consumer Cyclical 912.0 $48K 0.05% $52.82 -22.9%
118 IONQ IONQ INC COM Technology 1,658.0 $48K 0.05% +1K +152.0% $28.83 +71.0%
119 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 400.0 $47K 0.05% $118.62 -1.5%
120 WAT WATERS CORP COM Healthcare 157.0 $47K 0.05% NEW $297.80 +25.7%
Page 6 of 10  ·  197 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 38.3%
Communication Services 23.4%
Consumer Cyclical 14.3%
Financial Services 12.7%
Consumer Defensive 3.7%
Healthcare 3.4%
Industrials 1.4%
Energy 1.3%
Real Estate 0.8%
Basic Materials 0.4%