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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 HPE HEWLETT PACKARD ENTERPRISE C Technology 20 $492.0 SOLD
62 HAS HASBRO INC Consumer Cyclical 6 $456.0 SOLD
63 FANG DIAMONDBACK ENERGY INC Energy 3 $446.0 SOLD
64 CG CARLYLE GROUP INC Financial Services 7 $439.0 SOLD
65 TRUP TRUPANION INC Financial Services 10 $433.0 SOLD
66 GM GENERAL MTRS CO Consumer Cyclical 7 $427.0 SOLD
67 KHC KRAFT HEINZ CO Consumer Defensive 16 $417.0 SOLD
68 SEALED AIR CORP NEW 11 $389.0 SOLD
69 CCI CROWN CASTLE INC Real Estate 4 $386.0 SOLD
70 D DOMINION ENERGY INC Utilities 6 $368.0 SOLD
71 FNF FIDELITY NATIONAL FINANCIAL Financial Services 6 $363.0 SOLD
72 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1 $346.0 SOLD
73 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1 $324.0 SOLD
74 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7 $316.0 SOLD
75 CBRE CBRE GROUP INC Real Estate 2 $316.0 SOLD
76 EXC EXELON CORP Utilities 7 $316.0 SOLD
77 PPG PPG INDS INC Basic Materials 3 $316.0 SOLD
78 AIG AMERICAN INTL GROUP INC Financial Services 4 $315.0 SOLD
79 BBD BANCO BRADESCO S A Financial Services 88 $298.0 SOLD
80 FTV FORTIVE CORP Technology 6 $294.0 SOLD
Page 4 of 6  ·  108 positions
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%