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 8 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MGC VANGUARD WORLD FD 1,559.0 $392K 0.05% $251.16 +8.7%
142 BWA BORGWARNER INC Consumer Cyclical 8,468.0 $382K 0.05% -622.0 -6.8% $45.06 +39.7%
143 ALK ALASKA AIR GROUP INC Industrials 7,160.0 $360K 0.05% -286.0 -3.8% $50.30 -20.8%
144 ESML ISHARES TR 7,335.0 $337K 0.04% -412.0 -5.3% $45.98 +11.9%
145 SPYX SPDR SERIES TRUST 5,491.0 $309K 0.04% -146.0 -2.6% $56.19 +8.0%
146 XLV SELECT SECTOR SPDR TR 1,947.0 $301K 0.04% $154.80 -5.0%
147 VB VANGUARD INDEX FDS 1,168.0 $301K 0.04% $258.02 +10.3%
148 LLY ELI LILLY & CO Healthcare 274.0 $295K 0.04% -20.0 -6.8% $1075.16 -5.0%
149 LRCX LAM RESEARCH CORP Technology 1,713.0 $293K 0.04% -53.0 -3.0% $171.17 +59.7%
150 FNDX SCHWAB STRATEGIC TR 10,643.0 $290K 0.04% $27.21 +12.2%
151 AAXJ ISHARES TR 3,015.0 $281K 0.04% +36.0 +1.2% $93.13 +21.6%
152 EMR EMERSON ELEC CO Industrials 2,109.0 $280K 0.04% -144.0 -6.4% $132.75 -1.6%
153 QQQ INVESCO QQQ TR Financial Services 452.0 $278K 0.04% $614.25 +16.1%
154 AVGO BROADCOM INC Technology 787.0 $272K 0.04% $346.05 +20.7%
155 VBK VANGUARD INDEX FDS 898.0 $271K 0.04% +295.0 +48.9% $302.06 +12.7%
156 VWO VANGUARD INTL EQUITY INDEX F 4,956.0 $266K 0.04% +2K +55.6% $53.76 +9.1%
157 VO VANGUARD INDEX FDS 889.0 $258K 0.03% +6.0 +0.7% $290.33 -73.5%
158 VXUS VANGUARD STAR FDS 3,398.0 $256K 0.03% +2K +101.5% $75.45 +11.6%
159 MGK VANGUARD WORLD FD 621.0 $256K 0.03% -58.0 -8.5% $412.74 -78.5%
160 SCHF SCHWAB STRATEGIC TR 10,566.0 $254K 0.03% -342.0 -3.1% $24.04 +13.0%
Page 8 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%