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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 3 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGDV CAPITAL GROUP DIVIDEND VALUE 84,518.0 $3.6M 0.49% NEW $42.03 +13.6%
42 PRU PRUDENTIAL FINL INC Financial Services 33,221.0 $3.4M 0.48% NEW $103.74 -2.5%
43 FNDF SCHWAB STRATEGIC TR 78,159.0 $3.4M 0.47% NEW $42.96 +23.9%
44 PEP PEPSICO INC Consumer Defensive 23,904.0 $3.4M 0.47% NEW $140.44 +7.1%
45 PFE PFIZER INC Healthcare 125,835.0 $3.2M 0.45% NEW $25.48 +0.7%
46 VOO VANGUARD INDEX FDS 4,923.0 $3.0M 0.42% NEW $612.35 +11.3%
47 IWS ISHARES TR 21,324.0 $3.0M 0.41% NEW $139.67 +12.1%
48 PLD PROLOGIS INC. Real Estate 23,725.0 $2.7M 0.38% NEW $114.52 +24.4%
49 TTE TOTALENERGIES SE Energy 40,673.0 $2.4M 0.34% NEW $59.69 +55.6%
50 UPS UNITED PARCEL SERVICE INC Industrials 28,230.0 $2.4M 0.33% NEW $83.53 +15.9%
51 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 27,415.0 $2.3M 0.32% NEW $83.34 -42.6%
52 CMCSA COMCAST CORP NEW Communication Services 71,165.0 $2.2M 0.31% NEW $31.42 -21.1%
53 GOOG ALPHABET INC Communication Services 7,879.0 $1.9M 0.27% NEW $243.54 +58.0%
54 SUSA ISHARES TR 14,057.0 $1.9M 0.27% NEW $135.65 +11.0%
55 GOOGL ALPHABET INC Communication Services 6,757.0 $1.6M 0.23% NEW $243.11 +59.5%
56 GS GOLDMAN SACHS GROUP INC Financial Services 2,039.0 $1.6M 0.23% NEW $796.41 +16.6%
57 AMZN AMAZON COM INC Consumer Cyclical 7,058.0 $1.5M 0.21% NEW $219.57 +20.7%
58 DMXF ISHARES TR 20,071.0 $1.5M 0.21% NEW $75.74 +8.6%
59 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.21% NEW $754200.00
60 CRM SALESFORCE INC Technology 6,244.0 $1.5M 0.21% NEW $237.01 -24.3%
Page 3 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%