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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RMD RESMED INC Healthcare 1,515.0 $295K 0.14% -11.0 -0.7% $194.88 +18.7%
42 ZTS ZOETIS INC Healthcare 4,100.0 $295K 0.14% -110.0 -2.6% $71.86 +7.5%
43 VBIL VANGUARD INSTL INDEX FD 3,571.0 $270K 0.12% -1K -23.9% $75.68 -0.2%
44 MCD MCDONALDS CORP Consumer Cyclical 920.0 $249K 0.11% -41.0 -4.3% $270.38 -3.4%
Page 3 of 3  ·  44 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%