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Portfolio (Quarterly) Guide ↗

Pacifica Partners Inc.

· CIK 0001799900
13F Portfolio $301M AUM 474 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 38 Added 81 Reduced 38 Exited
Page 10 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INGERSOLL RAND INC 882.0 $71K 0.02% $80.12
182 XLV SELECT SECTOR SPDR TR 480.0 $70K 0.02% -20.0 -4.0% $146.61 +2.0%
183 SUB ISHARES TR 625.0 $67K 0.02% $106.50 -0.1%
184 DHI D R HORTON INC Consumer Cyclical 484.0 $66K 0.02% $137.22 +8.0%
185 IAU ISHARES GOLD TR Financial Services 729.0 $64K 0.02% $88.16 -5.3%
186 VYM VANGUARD WHITEHALL FDS 426.0 $63K 0.02% $148.10 +7.0%
187 BIP BROOKFIELD INFRAST PARTNERS Utilities 1,723.0 $62K 0.02% -300.0 -14.8% $36.00 +7.2%
188 XLY SELECT SECTOR SPDR TR 532.0 $58K 0.02% $108.98 +11.7%
189 OVV OVINTIV INC Energy 964.0 $57K 0.02% +99.0 +11.4% $59.43 -5.9%
190 OTIS OTIS WORLDWIDE CORP Industrials 741.0 $57K 0.02% $77.08 -6.4%
191 JEPI J P MORGAN EXCHANGE TRADED F 1,000.0 $57K 0.02% $56.68 -0.5%
192 SO SOUTHERN CO Utilities 580.0 $56K 0.02% $96.52 -2.4%
193 AVGO BROADCOM INC Technology 178.0 $55K 0.02% $309.51 +35.8%
194 MU MICRON TECHNOLOGY INC Technology 155.0 $52K 0.02% -100.0 -39.2% $337.84 +166.9%
195 LIT GLOBAL X FDS 700.0 $52K 0.02% $74.35 +14.9%
196 SLB SLB LIMITED Energy 935.0 $48K 0.02% -98K -99.1% $51.39 +9.0%
197 ACWI ISHARES TR 339.0 $47K 0.02% $138.37 +13.8%
198 BAYTEX ENERGY CORP 10,512.0 $47K 0.02% $4.46
199 AOA ISHARES TR 519.0 $46K 0.01% NEW $88.47 +10.3%
200 PG PROCTER AND GAMBLE CO Consumer Defensive 317.0 $46K 0.01% +121.0 +61.7% $144.44 +2.2%
Page 10 of 23  ·  451 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 25.7%
Financial Services 19.5%
Energy 18.9%
Communication Services 8.7%
Basic Materials 5.4%
Industrials 5.3%
Consumer Defensive 5.2%
Consumer Cyclical 5.1%
Healthcare 4.5%
Utilities 1.0%