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Portfolio (Quarterly) Guide ↗

Pacific Asset Management, LLC

· CIK 0002054012
13F Portfolio $167M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DCOR DIMENSIONAL ETF TRUST 3,135.0 $231K 0.14% NEW $73.63 +10.8%
62 IVW ISHARES TR 1,761.0 $217K 0.13% NEW $123.29 +12.0%
63 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,222.0 $210K 0.13% NEW $49.65 -14.2%
64 QUAL ISHARES TR 1,046.0 $208K 0.12% NEW $198.57 +8.3%
65 SHOP SHOPIFY INC Technology 1,287.0 $207K 0.12% NEW $160.97 -32.6%
66 SCHE SCHWAB STRATEGIC TR 6,312.0 $207K 0.12% NEW $32.75 +11.7%
67 MCD MCDONALDS CORP Consumer Cyclical 670.0 $205K 0.12% NEW $305.63 -7.9%
68 ALK ALASKA AIR GROUP INC Industrials 4,050.0 $204K 0.12% NEW $50.30 -10.8%
69 IVE ISHARES TR 957.0 $203K 0.12% NEW $212.03 +7.5%
70 VXUS VANGUARD STAR FDS 2,652.0 $200K 0.12% NEW $75.44 +13.8%
Page 4 of 4  ·  70 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 38.1%
Consumer Cyclical 18.3%
Financial Services 17.0%
Communication Services 14.9%
Basic Materials 8.7%
Industrials 3.0%