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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 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEA VANGUARD TAX-MANAGED FDS 7,658.0 $478K 0.06% +176.0 +2.4% $62.47 +10.4%
42 NUEM NUSHARES ETF TR 13,412.0 $477K 0.06% +467.0 +3.6% $35.58 +11.5%
43 MDYG SPDR SERIES TRUST 5,134.0 $475K 0.06% +262.0 +5.4% $92.44 +12.0%
44 AAXJ ISHARES TR 3,015.0 $281K 0.04% +36.0 +1.2% $93.13 +19.6%
45 VBK VANGUARD INDEX FDS 898.0 $271K 0.04% +295.0 +48.9% $302.06 +10.0%
46 VWO VANGUARD INTL EQUITY INDEX F 4,956.0 $266K 0.04% +2K +55.6% $53.76 +7.6%
47 VO VANGUARD INDEX FDS 889.0 $258K 0.03% +6.0 +0.7% $290.33 -73.8%
48 VXUS VANGUARD STAR FDS 3,398.0 $256K 0.03% +2K +101.5% $75.45 +9.7%
49 TJX TJX COS INC NEW Consumer Cyclical 1,518.0 $233K 0.03% +150.0 +11.0% $153.61 -2.2%
50 ADP AUTOMATIC DATA PROCESSING IN Industrials 874.0 $225K 0.03% +23.0 +2.7% $257.34 -14.3%
51 SUSB ISHARES TR 8,408.0 $212K 0.03% +93.0 +1.1% $25.24 -1.5%
52 LINE LINEAGE INC Real Estate 5,287.0 $185K 0.02% +68.0 +1.3% $35.00 +11.7%
53 MCD MCDONALDS CORP Consumer Cyclical 593.0 $181K 0.02% +4.0 +0.7% $305.55 -7.6%
54 VIG VANGUARD SPECIALIZED FUNDS 822.0 $181K 0.02% +7.0 +0.9% $219.65 +4.5%
55 XLK SELECT SECTOR SPDR TR 1,183.0 $170K 0.02% +591.0 +99.8% $144.01 +20.3%
56 CWI SPDR INDEX SHS FDS 4,346.0 $156K 0.02% +76.0 +1.8% $35.92 +9.3%
57 CL COLGATE PALMOLIVE CO Consumer Defensive 1,913.0 $151K 0.02% +13.0 +0.7% $79.00 +13.9%
58 DUK DUKE ENERGY CORP NEW Utilities 1,165.0 $137K 0.02% +8.0 +0.7% $117.26 +4.8%
59 VNQ VANGUARD INDEX FDS 1,537.0 $136K 0.02% +453.0 +41.8% $88.46 +7.7%
60 TXN TEXAS INSTRS INC Technology 782.0 $136K 0.02% +7.0 +0.9% $173.44 +73.3%
Page 3 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%