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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 13 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HON HONEYWELL INTL INC Industrials 238.0 $50K 0.01% NEW $210.42 +3.2%
242 QCOM QUALCOMM INC Technology 287.0 $48K 0.01% NEW $166.65 +22.2%
243 ICLN ISHARES TR 3,059.0 $47K 0.01% NEW $15.48 +35.6%
244 F FORD MTR CO Consumer Cyclical 3,942.0 $47K 0.01% NEW $11.96 +8.9%
245 DLR DIGITAL RLTY TR INC Real Estate 264.0 $46K 0.01% NEW $172.81 +9.1%
246 VIOG VANGUARD ADMIRAL FDS INC 346.0 $42K 0.01% NEW $121.73 +11.1%
247 TM TOYOTA MOTOR CORP Consumer Cyclical 218.0 $42K 0.01% NEW $191.09 -1.9%
248 EAGG ISHARES TR 859.0 $41K 0.01% NEW $48.02 -2.6%
249 COLB COLUMBIA BKG SYS INC Financial Services 1,524.0 $39K 0.01% NEW $25.75 +12.7%
250 MRSH MARSH & MCLENNAN COS INC Financial Services 188.0 $38K 0.01% NEW $201.49 -17.6%
251 RSP INVESCO EXCHANGE TRADED FD T 191.0 $36K 0.01% NEW $189.53 +6.4%
252 SPGI S&P GLOBAL INC Financial Services 74.0 $36K 0.01% NEW $483.45 -13.7%
253 CSM PROSHARES TR 457.0 $35K 0.01% NEW $76.56 +9.6%
254 SHEL SHELL PLC Energy 485.0 $35K 0.01% NEW $71.48 +23.9%
255 DGX QUEST DIAGNOSTICS INC Healthcare 176.0 $34K 0.01% NEW $190.59 -0.4%
256 LEIDOS HOLDINGS INC 176.0 $33K 0.01% NEW $189.36
257 VTIP VANGUARD MALVERN FDS 655.0 $33K 0.01% NEW $50.63 -0.7%
258 TNC TENNANT CO Industrials 401.0 $33K 0.01% NEW $81.15 +0.4%
259 STT STATE STR CORP Financial Services 279.0 $32K 0.00% NEW $116.01 +32.5%
260 JPEM J P MORGAN EXCHANGE TRADED F 543.0 $32K 0.00% NEW $58.97 +7.9%
Page 13 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%