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Portfolio (Quarterly) Guide ↗

First Pacific Financial

· CIK 0001810089
13F Portfolio $766M AUM 487 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 63 New 160 Added 150 Reduced 108 Exited
Page 10 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DUK DUKE ENERGY CORP NEW Utilities 1,165.0 $137K 0.02% +8.0 +0.7% $117.26 +6.2%
182 VNQ VANGUARD INDEX FDS 1,537.0 $136K 0.02% +453.0 +41.8% $88.46 +9.1%
183 TXN TEXAS INSTRS INC Technology 782.0 $136K 0.02% +7.0 +0.9% $173.44 +74.3%
184 CCB COASTAL FINL CORP WA Financial Services 1,130.0 $129K 0.02% $114.59 -38.4%
185 KO COCA COLA CO Consumer Defensive 1,841.0 $129K 0.02% $69.91 +17.2%
186 ORCL ORACLE CORP Technology 621.0 $121K 0.02% $194.82 -6.9%
187 SCHD SCHWAB STRATEGIC TR 4,298.0 $118K 0.01% +42.0 +1.0% $27.43 +17.1%
188 PCAR PACCAR INC Industrials 1,058.0 $116K 0.01% +106.0 +11.1% $109.53 -0.1%
189 BAC BANK AMERICA CORP Financial Services 2,070.0 $114K 0.01% $55.00 -6.9%
190 IWM ISHARES TR 455.0 $112K 0.01% $246.02 +13.8%
191 SYK STRYKER CORPORATION Healthcare 315.0 $111K 0.01% -8.0 -2.5% $351.68 -9.6%
192 TSLA TESLA INC Consumer Cyclical 241.0 $108K 0.01% +33.0 +15.9% $449.72 -10.1%
193 WRB BERKLEY W R CORP Financial Services 1,500.0 $105K 0.01% $70.10 -2.3%
194 VEU VANGUARD INTL EQUITY INDEX F 1,393.0 $102K 0.01% NEW $73.56 +11.7%
195 USMV ISHARES TR 1,078.0 $101K 0.01% $94.12 +1.9%
196 VV VANGUARD INDEX FDS 322.0 $101K 0.01% +2.0 +0.6% $314.53 +8.4%
197 SBUX STARBUCKS CORP Consumer Cyclical 1,193.0 $100K 0.01% -2K -57.5% $84.18 +26.4%
198 SGOL ETFS GOLD TR Financial Services 2,396.0 $98K 0.01% -992.0 -29.3% $41.08 +5.4%
199 ADBE ADOBE INC Technology 273.0 $96K 0.01% -2K -90.0% $349.99 -27.6%
200 WEC WEC ENERGY GROUP INC Utilities 902.0 $95K 0.01% $105.46 +5.7%
Page 10 of 25  ·  487 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 20.8%
Healthcare 16.7%
Industrials 13.3%
Consumer Defensive 7.2%
Real Estate 5.7%
Utilities 4.6%
Communication Services 2.9%
Consumer Cyclical 2.9%
Energy 1.9%