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Portfolio (Quarterly) Guide ↗

Pacifica Partners Inc.

· CIK 0001799900
13F Portfolio $225M AUM 458 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 435 New
Page 9 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VNQ VANGUARD INDEX FDS 852.0 $75K 0.03% NEW $88.52 +10.1%
162 NEM NEWMONT CORP Basic Materials 736.0 $74K 0.03% NEW $101.22 +7.0%
163 VGIT VANGUARD SCOTTSDALE FDS 1,243.0 $74K 0.03% NEW $59.91 -1.6%
164 GEV GE VERNOVA INC Utilities 108.0 $73K 0.03% NEW $679.55 +54.6%
165 ESGD ISHARES TR 750.0 $72K 0.03% NEW $96.10 +7.9%
166 SCHP SCHWAB STRATEGIC TR 2,665.0 $71K 0.03% NEW $26.48 +1.1%
167 DHI D R HORTON INC Consumer Cyclical 484.0 $71K 0.03% NEW $145.72 +1.7%
168 INGERSOLL RAND INC 882.0 $70K 0.03% NEW $79.76
169 XLI SELECT SECTOR SPDR TR 441.0 $70K 0.03% NEW $157.98 +10.4%
170 BIP BROOKFIELD INFRAST PARTNERS Utilities 2,023.0 $69K 0.03% NEW $34.22 +12.8%
171 SUB ISHARES TR 625.0 $67K 0.03% NEW $106.73 -0.3%
172 OTIS OTIS WORLDWIDE CORP Industrials 741.0 $65K 0.03% NEW $88.34 -18.3%
173 XLY SELECT SECTOR SPDR TR 532.0 $63K 0.03% NEW $118.35 +2.9%
174 MPC MARATHON PETE CORP Energy 375.0 $62K 0.03% NEW $165.14 +49.5%
175 AVGO BROADCOM INC Technology 178.0 $62K 0.03% NEW $347.62 +20.9%
176 VYM VANGUARD WHITEHALL FDS 426.0 $62K 0.03% NEW $144.76 +9.5%
177 IAU ISHARES GOLD TR Financial Services 729.0 $59K 0.03% NEW $81.56 +2.3%
178 JEPI J P MORGAN EXCHANGE TRADED F 1,000.0 $57K 0.03% NEW $57.32 -1.6%
179 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 337.0 $54K 0.02% NEW $159.99 -7.0%
180 EMERA INC 1,035.0 $51K 0.02% NEW $49.10
Page 9 of 22  ·  435 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
Financial Services 22.3%
Energy 21.9%
Technology 17.4%
Communication Services 12.3%
Basic Materials 7.0%
Consumer Defensive 6.9%
Healthcare 5.0%
Industrials 3.5%
Consumer Cyclical 1.9%
Utilities 1.4%