BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 5 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 3,168.0 $1.0M 0.13% -246.0 -7.2% $318.51 +16.8%
82 BX BLACKSTONE INC Financial Services 6,384.0 $984K 0.13% -400.0 -5.9% $154.14 -24.2%
83 BLK BLACKROCK INC Financial Services 891.0 $953K 0.12% -72.0 -7.5% $1069.97 -1.7%
84 SPG SIMON PPTY GROUP INC NEW Real Estate 5,139.0 $951K 0.12% +5K +1526.3% $185.12 +8.5%
85 BERKSHIRE HATHAWAY INC DEL 1,879.0 $944K 0.12% -83.0 -4.2% $502.65
86 SNOW SNOWFLAKE INC Technology 4,226.0 $927K 0.12% -226.0 -5.1% $219.36 -22.7%
87 NGG NATIONAL GRID PLC Utilities 11,667.0 $902K 0.12% +12K +10000.0% $77.35 +8.8%
88 ASML ASML HOLDING N V Technology 832.0 $890K 0.12% -56.0 -6.3% $1069.86 +44.9%
89 DIS DISNEY WALT CO Communication Services 7,503.0 $854K 0.11% -116.0 -1.5% $113.77 -10.1%
90 NDAQ NASDAQ INC Financial Services 8,783.0 $853K 0.11% -955.0 -9.8% $97.14 -5.3%
91 SHW SHERWIN WILLIAMS CO Basic Materials 2,598.0 $842K 0.11% -117.0 -4.3% $324.01 -7.7%
92 UNILEVER PLC 12,848.0 $840K 0.11% NEW $65.40
93 DSI ISHARES TR 6,521.0 $840K 0.11% -217.0 -3.2% $128.82 +9.5%
94 ACN ACCENTURE PLC IRELAND Technology 3,101.0 $832K 0.11% -112.0 -3.5% $268.30 -33.2%
95 DE DEERE & CO Industrials 1,762.0 $821K 0.11% -99.0 -5.3% $465.68 +19.8%
96 MKC MCCORMICK & CO INC Consumer Defensive 11,844.0 $807K 0.10% -777.0 -6.2% $68.11 -30.6%
97 JSTC TIDAL TRUST I 39,385.0 $799K 0.10% -1K -2.5% $20.29 +6.8%
98 AVA AVISTA CORP Utilities 20,710.0 $798K 0.10% NEW $38.54 +6.8%
99 BN BROOKFIELD CORP Financial Services 16,950.0 $778K 0.10% +5K +40.4% $45.89 -1.2%
100 CAT CATERPILLAR INC Industrials 1,358.0 $778K 0.10% $572.68 +52.4%
Page 5 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%