Pacific Point Advisors, LLC Portfolio Holdings by Sector

Pacific Point Advisors, LLC

$184 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL IAU VTEB GLD TLT MDY DVY IJH 31 stocks	$59.8 Million 33.64% of portfolio	5	9	3	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$26.1 Million 14.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD FOUR 3 stocks	$6.96 Million 3.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$6.14 Million 3.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY AZO TSCO RH 4 stocks	$5.75 Million 3.24% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Application \| Technology INTU COIN UBER 3 stocks	$5.63 Million 3.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL PG CHD CLX 4 stocks	$5.54 Million 3.11% of portfolio	4	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$4.95 Million 2.78% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA AMD 3 stocks	$4.16 Million 2.34% of portfolio	3	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB BE 2 stocks	$4.03 Million 2.26% of portfolio	1	1	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.93 Million 2.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX MTD TMO 3 stocks	$3.66 Million 2.06% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN LLY BMY PFE 4 stocks	$3.2 Million 1.8% of portfolio	1	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$3.09 Million 1.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.05 Million 1.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$2.41 Million 1.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$1.89 Million 1.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1.87 Million 1.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$1.79 Million 1.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$1.78 Million 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$1.71 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$1.7 Million 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.61 Million 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RMD 1 stocks	$1.6 Million 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$1.57 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC 1 stocks	$1.53 Million 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$1.45 Million 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$1.21 Million 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.11 Million 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX 2 stocks	$1.03 Million 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$639,395 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$621,136 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive DNUT ACI 2 stocks	$604,326 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$587,249 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$571,749 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$570,853 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM MCD 2 stocks	$557,695 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate GEO 1 stocks	$479,000 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$420,100 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$362,437 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical CCS 1 stocks	$352,451 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$347,774 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$306,830 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$295,559 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$294,749 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$290,380 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$213,020 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials GROY 1 stocks	$106,080 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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Pacific Point Advisors, LLC Portfolio Holdings by Sector

Pacific Point Advisors, LLC

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