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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 6 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TT TRANE TECHNOLOGIES PLC Industrials 1,779.0 $751K 0.10% NEW $421.96 +8.0%
102 UNP UNION PAC CORP Industrials 3,169.0 $749K 0.10% NEW $236.36 +14.1%
103 MRVL MARVELL TECHNOLOGY INC Technology 8,888.0 $747K 0.10% NEW $84.07 +118.3%
104 CVLC MORGAN STANLEY ETF TRUST 8,866.0 $726K 0.10% NEW $81.87 +12.0%
105 ITW ILLINOIS TOOL WKS INC Industrials 2,707.0 $706K 0.10% NEW $260.79 -4.7%
106 AMT AMERICAN TOWER CORP NEW Real Estate 3,632.0 $698K 0.10% NEW $192.30 -5.4%
107 ETHO AMPLIFY ETF TR 10,934.0 $696K 0.10% NEW $63.68 +15.6%
108 NEE NEXTERA ENERGY INC Utilities 9,050.0 $683K 0.10% NEW $75.49 +17.5%
109 GLD SPDR GOLD TR Financial Services 1,861.0 $662K 0.09% NEW $355.47 +17.1%
110 DHR DANAHER CORPORATION Healthcare 3,272.0 $649K 0.09% NEW $198.27 -14.8%
111 CAT CATERPILLAR INC Industrials 1,354.0 $646K 0.09% NEW $477.13 +82.5%
112 TTEK TETRA TECH INC NEW Industrials 18,890.0 $631K 0.09% NEW $33.38 -18.4%
113 LOW LOWES COS INC Consumer Cyclical 2,502.0 $629K 0.09% NEW $251.31 -12.5%
114 WTRG ESSENTIAL UTILS INC Utilities 15,650.0 $624K 0.09% NEW $39.90 -7.6%
115 NVO NOVO-NORDISK A S Healthcare 11,191.0 $621K 0.09% NEW $55.49 -19.3%
116 META META PLATFORMS INC Communication Services 827.0 $607K 0.08% NEW $734.03 -17.6%
117 TGT TARGET CORP Consumer Defensive 6,759.0 $606K 0.08% NEW $89.70 +36.4%
118 HUBB HUBBELL INC Industrials 1,387.0 $597K 0.08% NEW $430.36 +7.9%
119 AWR AMER STATES WTR CO Utilities 7,880.0 $578K 0.08% NEW $73.32 +3.1%
120 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,451.0 $568K 0.08% NEW $391.64 +9.5%
Page 6 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%