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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 15 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RUN SUNRUN INC Energy 1,381.0 $24K 0.00% NEW $17.29 -22.0%
282 NWN NORTHWEST NAT HLDG CO Utilities 528.0 $24K 0.00% NEW $44.93 +10.3%
283 ISRG INTUITIVE SURGICAL INC Healthcare 52.0 $23K 0.00% NEW $447.23 -1.6%
284 MFC MANULIFE FINL CORP Financial Services 737.0 $23K 0.00% NEW $31.15 +22.7%
285 BXP BXP INC Real Estate 301.0 $22K 0.00% NEW $74.34 -21.1%
286 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 1,112.0 $21K 0.00% NEW $19.29 +3.4%
287 IWO ISHARES TR 65.0 $21K 0.00% NEW $320.42 +10.2%
288 RSG REPUBLIC SVCS INC Industrials 90.0 $21K 0.00% NEW $229.49 -6.5%
289 FMC FMC CORP Basic Materials 591.0 $20K 0.00% NEW $33.63 -59.7%
290 KWR QUAKER HOUGHTON Basic Materials 150.0 $20K 0.00% NEW $131.75 +3.4%
291 INTERPUBLIC GROUP COS INC 699.0 $20K 0.00% NEW $27.93
292 ABNB AIRBNB INC Consumer Cyclical 148.0 $18K 0.00% NEW $121.43 +8.0%
293 MS MORGAN STANLEY Financial Services 111.0 $18K 0.00% NEW $158.96 +21.2%
294 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,112.0 $17K 0.00% NEW $15.70 +52.1%
295 PSX PHILLIPS 66 Energy 126.0 $17K 0.00% NEW $136.17 +32.0%
296 GILD GILEAD SCIENCES INC Healthcare 150.0 $17K 0.00% NEW $110.71 +17.1%
297 IWF ISHARES TR 35.0 $16K 0.00% NEW $468.83 -73.7%
298 PAYX PAYCHEX INC Industrials 125.0 $16K 0.00% NEW $126.42 -25.3%
299 VFH VANGUARD WORLD FD 120.0 $16K 0.00% NEW $131.67 -4.8%
300 FV FIRST TR EXCHANGE TRADED FD 240.0 $15K 0.00% NEW $62.02 +12.5%
Page 15 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%