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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 11 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPY SPDR S&P 500 ETF TR Financial Services 139.0 $95K 0.01% $683.76 +8.4%
202 FIXD FIRST TR EXCHNG TRADED FD VI 2,135.0 $95K 0.01% +22.0 +1.0% $44.33 -2.2%
203 ABT ABBOTT LABS Healthcare 729.0 $91K 0.01% -133.0 -15.4% $125.33 -29.5%
204 IWL ISHARES TR 531.0 $91K 0.01% -51.0 -8.8% $170.49 +8.2%
205 CVIE MORGAN STANLEY ETF TRUST 1,264.0 $90K 0.01% NEW $71.30 +13.7%
206 CCJ CAMECO CORP Energy 973.0 $89K 0.01% $91.49 +13.7%
207 WAT WATERS CORP Healthcare 229.0 $87K 0.01% -11.0 -4.6% $379.83 -12.3%
208 INTU INTUIT Technology 130.0 $86K 0.01% $663.35 -39.7%
209 SYY SYSCO CORP Consumer Defensive 1,155.0 $85K 0.01% +67.0 +6.2% $73.69 +2.0%
210 FORTINET INC 1,067.0 $85K 0.01% $79.41
211 NFLX NETFLIX INC Communication Services 882.0 $83K 0.01% +794.0 +902.3% $93.76 -4.7%
212 UCON FIRST TR EXCHNG TRADED FD VI 3,219.0 $81K 0.01% +36.0 +1.1% $25.17 -1.4%
213 SCHX SCHWAB STRATEGIC TR 2,897.0 $78K 0.01% $26.91 +8.3%
214 AXP AMERICAN EXPRESS CO Financial Services 208.0 $77K 0.01% $369.99 -16.3%
215 FRNW FIDELITY COVINGTON TRUST 3,767.0 $76K 0.01% $20.31 +28.0%
216 PYPL PAYPAL HLDGS INC Financial Services 1,297.0 $76K 0.01% +37.0 +2.9% $58.38 -24.9%
217 LOGI LOGITECH INTL S A Technology 744.0 $75K 0.01% $100.22 +3.4%
218 BSV VANGUARD BD INDEX FDS 938.0 $74K 0.01% -34.0 -3.5% $78.81 -1.2%
219 VGK VANGUARD INTL EQUITY INDEX F 883.0 $74K 0.01% NEW $83.61 +5.5%
220 SNPE DBX ETF TR 1,172.0 $73K 0.01% $62.43 +8.7%
Page 11 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%