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Portfolio (Quarterly) Guide ↗

First Pacific Financial

· CIK 0001810089
13F Portfolio $766M AUM 487 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 63 New 160 Added 150 Reduced 108 Exited
Page 2 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEP AMERICAN ELEC PWR CO INC Utilities 33,951.0 $3.9M 0.51% +218.0 +0.7% $115.31 +12.0%
22 FNDF SCHWAB STRATEGIC TR 83,645.0 $3.8M 0.49% +5K +7.0% $45.21 +17.5%
23 VOO VANGUARD INDEX FDS 5,007.0 $3.1M 0.41% +84.0 +1.7% $627.15 +8.4%
24 PLD PROLOGIS INC. Real Estate 23,930.0 $3.1M 0.40% +205.0 +0.9% $127.66 +12.6%
25 CVLC MORGAN STANLEY ETF TRUST 21,717.0 $1.8M 0.24% +13K +144.9% $84.24 +8.9%
26 NEE NEXTERA ENERGY INC Utilities 19,528.0 $1.6M 0.20% +10K +115.8% $80.28 +10.5%
27 VTI VANGUARD INDEX FDS 4,331.0 $1.5M 0.19% +1K +51.8% $335.26 +8.3%
28 NULG NUSHARES ETF TR 14,751.0 $1.4M 0.19% +713.0 +5.1% $97.80 +12.3%
29 VTEB VANGUARD MUN BD FDS 27,877.0 $1.4M 0.18% +6K +27.6% $50.29 -1.1%
30 BND VANGUARD BD INDEX FDS 17,224.0 $1.3M 0.17% +529.0 +3.2% $74.07 -1.7%
31 ING ING GROEP N.V. Financial Services 44,842.0 $1.3M 0.16% +39K +665.4% $28.00 +7.9%
32 SPG SIMON PPTY GROUP INC NEW Real Estate 5,139.0 $951K 0.12% +5K +1526.3% $185.12 +9.7%
33 NGG NATIONAL GRID PLC Utilities 11,667.0 $902K 0.12% +12K +10000.0% $77.35 +9.5%
34 BN BROOKFIELD CORP Financial Services 16,950.0 $778K 0.10% +5K +40.4% $45.89 -1.8%
35 WFC WELLS FARGO CO NEW Financial Services 7,196.0 $671K 0.09% +3K +86.9% $93.20 -18.7%
36 IVV ISHARES TR 947.0 $649K 0.09% +230.0 +32.1% $685.08 +8.4%
37 LOW LOWES COS INC Consumer Cyclical 2,544.0 $613K 0.08% +42.0 +1.7% $241.12 -8.8%
38 VTV VANGUARD INDEX FDS 3,130.0 $598K 0.08% +741.0 +31.0% $191.02 +8.9%
39 DFGR DIMENSIONAL ETF TRUST 18,669.0 $493K 0.06% +254.0 +1.4% $26.42 +9.0%
40 NULV NUSHARES ETF TR 10,899.0 $491K 0.06% +825.0 +8.2% $45.05 +11.0%
Page 2 of 8  ·  160 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 22.5%
Financial Services 20.8%
Healthcare 16.7%
Industrials 13.3%
Consumer Defensive 7.2%
Real Estate 5.7%
Utilities 4.6%
Communication Services 2.9%
Consumer Cyclical 2.9%
Energy 1.9%