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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 7 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WTRG ESSENTIAL UTILS INC Utilities 14,940.0 $573K 0.07% -710.0 -4.5% $38.36 -3.3%
122 ETHO AMPLIFY ETF TR 8,647.0 $565K 0.07% -2K -20.9% $65.30 +13.1%
123 USB US BANCORP DEL Financial Services 10,338.0 $552K 0.07% -173.0 -1.6% $53.36 -0.1%
124 AWR AMER STATES WTR CO Utilities 7,581.0 $549K 0.07% -299.0 -3.8% $72.48 +4.8%
125 NKE NIKE INC Consumer Cyclical 8,101.0 $516K 0.07% $63.71 -33.4%
126 CNI CANADIAN NATL RY CO Industrials 5,127.0 $507K 0.07% -316.0 -5.8% $98.85 +14.5%
127 NVO NOVO-NORDISK A S Healthcare 9,806.0 $499K 0.07% -1K -12.4% $50.88 -13.0%
128 DFGR DIMENSIONAL ETF TRUST 18,669.0 $493K 0.06% +254.0 +1.4% $26.42 +9.5%
129 NULV NUSHARES ETF TR 10,899.0 $491K 0.06% +825.0 +8.2% $45.05 +11.4%
130 VEA VANGUARD TAX-MANAGED FDS 7,658.0 $478K 0.06% +176.0 +2.4% $62.47 +12.4%
131 NUEM NUSHARES ETF TR 13,412.0 $477K 0.06% +467.0 +3.6% $35.58 +13.4%
132 MDYG SPDR SERIES TRUST 5,134.0 $475K 0.06% +262.0 +5.4% $92.44 +14.2%
133 POR PORTLAND GEN ELEC CO Utilities 9,880.0 $474K 0.06% -599.0 -5.7% $47.99 +2.7%
134 META META PLATFORMS INC Communication Services 698.0 $461K 0.06% -129.0 -15.6% $659.79 -8.7%
135 JCI JOHNSON CTLS INTL PLC Industrials 3,843.0 $460K 0.06% $119.75 +13.1%
136 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 22,703.0 $447K 0.06% -1K -4.9% $19.71 -34.6%
137 WY WEYERHAEUSER CO MTN BE Real Estate 18,592.0 $440K 0.06% -909.0 -4.7% $23.69 -3.4%
138 APTIV PLC 5,466.0 $416K 0.05% -186.0 -3.3% $76.09
139 OC OWENS CORNING NEW Industrials 3,664.0 $410K 0.05% -289.0 -7.3% $111.92 -3.5%
140 JD JD.COM INC Consumer Cyclical 13,815.0 $396K 0.05% -652.0 -4.5% $28.70 +12.8%
Page 7 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%