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Portfolio (Quarterly) Guide ↗

Pacific Point Advisors, LLC

· CIK 0002056976
13F Portfolio $219M AUM 129 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 39 Added 44 Reduced 14 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD INDEX FDS 3,421.0 $1.0M 0.47% +39.0 +1.1% $303.13 -2.4%
22 IWF ISHARES TR 6,944.0 $862K 0.39% +5K +271.1% $124.17 -2.4%
23 GSLC GOLDMAN SACHS ETF TR 5,743.0 $815K 0.37% +3K +91.4% $141.89 +2.4%
24 RSP INVESCO EXCHANGE TRADED FD T 3,814.0 $812K 0.37% +2K +158.1% $212.78 +2.3%
25 UNP UNION PAC CORP Industrials 2,650.0 $721K 0.33% +21.0 +0.8% $272.00 +6.8%
26 VOOG VANGUARD ADMIRAL FDS INC 8,610.0 $711K 0.33% +7K +500.0% $82.62 +0.6%
27 MGK VANGUARD WORLD FD 7,880.0 $693K 0.32% +6K +400.0% $87.91 +1.3%
28 CSCO CISCO SYS INC Technology 5,897.0 $693K 0.32% +525.0 +9.8% $117.47 -6.6%
29 BLK BLACKROCK INC Financial Services 500.0 $481K 0.22% +27.0 +5.7% $961.56 +17.3%
30 RTX RTX CORPORATION Industrials 2,081.0 $395K 0.18% +14.0 +0.7% $189.73 +8.1%
31 TJX TJX COS INC NEW Consumer Cyclical 2,518.0 $381K 0.17% +74.0 +3.0% $151.50 -12.0%
32 BERKSHIRE HATHAWAY INC DEL 736.0 $368K 0.17% +14.0 +1.9% $500.39
33 ABBV ABBVIE INC Healthcare 1,067.0 $269K 0.12% +12.0 +1.1% $251.74 +3.3%
34 SCHB SCHWAB STRATEGIC TR 8,903.0 $258K 0.12% +931.0 +11.7% $28.96 +1.4%
35 V VISA INC Financial Services 745.0 $255K 0.12% +14.0 +1.9% $342.90 +8.7%
36 SCHE SCHWAB STRATEGIC TR 6,912.0 $251K 0.11% +471.0 +7.3% $36.26 +2.3%
37 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,492.0 $244K 0.11% +84.0 +1.6% $44.47 -2.4%
38 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,329.0 $237K 0.11% +1K +2407.6% $178.24 +9.8%
39 JNJ JOHNSON & JOHNSON Healthcare 851.0 $216K 0.10% +30.0 +3.6% $253.97 +6.8%
Page 2 of 2  ·  39 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 42.3%
Financial Services 13.7%
Industrials 13.4%
Consumer Cyclical 10.7%
Consumer Defensive 6.2%
Healthcare 5.8%
Utilities 3.3%
Communication Services 2.4%
Energy 1.1%
Basic Materials 0.9%