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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 3 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TECK TECK RESOURCES LTD Basic Materials 26,793.0 $1.3M 0.57% NEW $47.98 +35.3%
42 CAT CATERPILLAR INC Industrials 1,826.0 $1.1M 0.49% NEW $598.41 +51.3%
43 GOOGL ALPHABET INC Communication Services 3,068.0 $967K 0.43% NEW $315.15 +22.9%
44 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 20,465.0 $923K 0.41% NEW $45.09 -7.2%
45 COST COSTCO WHSL CORP NEW Consumer Defensive 958.0 $819K 0.36% NEW $854.50 +17.4%
46 SPEM SPDR INDEX SHS FDS 16,847.0 $805K 0.36% NEW $47.79 +9.7%
47 O REALTY INCOME CORP Real Estate 13,598.0 $779K 0.35% NEW $57.31 +8.9%
48 SGOV ISHARES TR 7,661.0 $769K 0.34% NEW $100.41 +0.2%
49 OXY OCCIDENTAL PETE CORP Energy 17,596.0 $746K 0.33% NEW $42.38 +36.6%
50 NOC NORTHROP GRUMMAN CORP Industrials 1,270.0 $744K 0.33% NEW $585.66 -5.1%
51 HD HOME DEPOT INC Consumer Cyclical 2,136.0 $739K 0.33% NEW $345.82 -10.6%
52 IEF ISHARES TR 7,256.0 $697K 0.31% NEW $96.08 -1.9%
53 WMB WILLIAMS COS INC Energy 11,400.0 $694K 0.31% NEW $60.85 +26.0%
54 CL COLGATE PALMOLIVE CO Consumer Defensive 8,721.0 $678K 0.30% NEW $77.69 +16.0%
55 SPDW SPDR INDEX SHS FDS 14,745.0 $662K 0.29% NEW $44.93 +13.7%
56 IMO IMPERIAL OIL LTD Energy 7,385.0 $656K 0.29% NEW $88.82 +45.7%
57 CVX CHEVRON CORP NEW Energy 4,141.0 $646K 0.29% NEW $155.90 +18.5%
58 KGC KINROSS GOLD CORP Basic Materials 22,625.0 $638K 0.28% NEW $28.21 +3.8%
59 BROOKFIELD ASSET MANAGMT LTD 11,353.0 $607K 0.27% NEW $53.43
60 IJH ISHARES TR 8,848.0 $592K 0.26% NEW $66.91 +11.4%
Page 3 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%