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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 9 of 27  ·  532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GRNB VANECK ETF TRUST 8,894.0 $217K 0.03% NEW $24.43 -2.3%
162 SUSB ISHARES TR 8,315.0 $210K 0.03% NEW $25.31 -1.5%
163 AMAT APPLIED MATLS INC Technology 1,003.0 $205K 0.03% NEW $204.68 +107.2%
164 LINE LINEAGE INC Real Estate 5,219.0 $202K 0.03% NEW $38.64 +2.0%
165 TJX TJX COS INC NEW Consumer Cyclical 1,368.0 $198K 0.03% NEW $144.55 +10.6%
166 SUSL ISHARES TR 1,685.0 $197K 0.03% NEW $117.04 +12.0%
167 SCHA SCHWAB STRATEGIC TR 6,802.0 $190K 0.03% NEW $27.90 +16.9%
168 IWB ISHARES TR 508.0 $186K 0.03% NEW $365.49 +10.3%
169 IAU ISHARES GOLD TR Financial Services 2,531.0 $184K 0.03% NEW $72.77 +17.2%
170 VBK VANGUARD INDEX FDS 603.0 $179K 0.03% NEW $297.55 +13.8%
171 MCD MCDONALDS CORP Consumer Cyclical 589.0 $179K 0.03% NEW $304.10 -7.9%
172 VIG VANGUARD SPECIALIZED FUNDS 815.0 $176K 0.02% NEW $215.79 +6.7%
173 FISV FISERV INC Technology 1,363.0 $176K 0.02% NEW $128.93 -56.2%
174 ORCL ORACLE CORP Technology 620.0 $174K 0.02% NEW $281.24 -34.5%
175 VWO VANGUARD INTL EQUITY INDEX F 3,185.0 $173K 0.02% NEW $54.18 +8.1%
176 XLK SELECT SECTOR SPDR TR 592.0 $167K 0.02% NEW $281.65 -37.4%
177 BA BOEING CO Industrials 771.0 $166K 0.02% NEW $215.83 +2.7%
178 ING ING GROEP N.V. Financial Services 5,859.0 $153K 0.02% NEW $26.08 +15.8%
179 CL COLGATE PALMOLIVE CO Consumer Defensive 1,900.0 $152K 0.02% NEW $79.94 +13.2%
180 IWD ISHARES TR 740.0 $151K 0.02% NEW $203.47 +14.6%
Page 9 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%