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Portfolio (Quarterly) Guide ↗

First Pacific Financial

· CIK 0001810089
13F Portfolio $720M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 532 New
Page 10 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CWI SPDR INDEX SHS FDS 4,270.0 $149K 0.02% NEW $34.92 +12.8%
182 DUK DUKE ENERGY CORP NEW Utilities 1,157.0 $143K 0.02% NEW $123.75 +0.8%
183 TXN TEXAS INSTRS INC Technology 775.0 $142K 0.02% NEW $183.73 +65.7%
184 XOM EXXON MOBIL CORP Energy 1,146.0 $129K 0.02% NEW $112.71 +44.9%
185 SGOL ETFS GOLD TR Financial Services 3,388.0 $125K 0.02% NEW $36.81 +16.0%
186 VXUS VANGUARD STAR FDS 1,686.0 $124K 0.02% NEW $73.45 +13.0%
187 CCB COASTAL FINL CORP WA Financial Services 1,130.0 $122K 0.02% NEW $108.17 -36.4%
188 KO COCA COLA CO Consumer Defensive 1,833.0 $122K 0.02% NEW $66.32 +23.7%
189 SYK STRYKER CORPORATION Healthcare 323.0 $120K 0.02% NEW $370.17 -15.0%
190 SCHD SCHWAB STRATEGIC TR 4,256.0 $116K 0.02% NEW $27.30 +17.1%
191 ABT ABBOTT LABS Healthcare 862.0 $115K 0.02% NEW $133.94 -34.9%
192 WRB BERKLEY W R CORP Financial Services 1,498.0 $115K 0.02% NEW $76.61 -11.6%
193 IWM ISHARES TR 453.0 $110K 0.01% NEW $242.08 +13.1%
194 BAC BANK AMERICA CORP Financial Services 2,069.0 $107K 0.01% NEW $51.58 -2.0%
195 NFLX NETFLIX INC Communication Services 88.0 $106K 0.01% NEW $1198.92 -92.7%
196 WEC WEC ENERGY GROUP INC Utilities 902.0 $103K 0.01% NEW $114.59 -2.5%
197 USMV ISHARES TR 1,073.0 $102K 0.01% NEW $95.15 +0.4%
198 VNQ VANGUARD INDEX FDS 1,084.0 $99K 0.01% NEW $91.45 +4.4%
199 VV VANGUARD INDEX FDS 320.0 $99K 0.01% NEW $307.86 +9.8%
200 IWL ISHARES TR 582.0 $97K 0.01% NEW $166.16 +10.2%
Page 10 of 27  ·  532 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 19.6%
Healthcare 15.8%
Industrials 13.0%
Consumer Defensive 7.9%
Real Estate 6.2%
Communication Services 3.7%
Consumer Cyclical 3.4%
Utilities 3.2%
Energy 3.2%