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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 9 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 408.0 $246K 0.03% -24.0 -5.6% $602.84 +10.4%
162 TJX TJX COS INC NEW Consumer Cyclical 1,518.0 $233K 0.03% +150.0 +11.0% $153.61 +3.6%
163 AMAT APPLIED MATLS INC Technology 877.0 $225K 0.03% -126.0 -12.6% $257.06 +66.3%
164 ADP AUTOMATIC DATA PROCESSING IN Industrials 874.0 $225K 0.03% +23.0 +2.7% $257.34 -14.5%
165 SUSB ISHARES TR 8,408.0 $212K 0.03% +93.0 +1.1% $25.24 -1.2%
166 VSGX VANGUARD WORLD FD 2,922.0 $209K 0.03% -541.0 -15.6% $71.62 +12.1%
167 IAU ISHARES GOLD TR Financial Services 2,531.0 $205K 0.03% $81.17 +5.2%
168 SUSL ISHARES TR 1,690.0 $205K 0.03% $121.26 +8.2%
169 SCHA SCHWAB STRATEGIC TR 6,833.0 $195K 0.03% $28.48 +16.5%
170 IWB ISHARES TR 510.0 $190K 0.03% $373.08 +8.5%
171 LINE LINEAGE INC Real Estate 5,287.0 $185K 0.02% +68.0 +1.3% $35.00 +14.4%
172 GRNB VANECK ETF TRUST 7,520.0 $183K 0.02% -1K -15.4% $24.34 -1.5%
173 MCD MCDONALDS CORP Consumer Cyclical 593.0 $181K 0.02% +4.0 +0.7% $305.55 -7.0%
174 VIG VANGUARD SPECIALIZED FUNDS 822.0 $181K 0.02% +7.0 +0.9% $219.65 +5.2%
175 XLK SELECT SECTOR SPDR TR 1,183.0 $170K 0.02% +591.0 +99.8% $144.01 +24.0%
176 BA BOEING CO Industrials 771.0 $167K 0.02% $217.12 +1.1%
177 CWI SPDR INDEX SHS FDS 4,346.0 $156K 0.02% +76.0 +1.8% $35.92 +11.8%
178 IWD ISHARES TR 741.0 $156K 0.02% $210.38 +11.6%
179 CL COLGATE PALMOLIVE CO Consumer Defensive 1,913.0 $151K 0.02% +13.0 +0.7% $79.00 +14.5%
180 XOM EXXON MOBIL CORP Energy 1,143.0 $137K 0.02% $120.29 +29.9%
Page 9 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%