First Pacific Financial Portfolio Holdings
First Pacific Financial
- $554 Million
- Q4 2025
First Pacific Financial has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $554 Million distributed in 487 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $91.2M, Vanguard Growth ETF with a value of $46.1M, Spdr S&P 400 Mid Cap Value ETF with a value of $30.3M, Ishares Tr Msci Eafe ETF with a value of $28.6M, and Schwab Fundamental U S Small C with a value of $27.1M.
Examining the 13F form we can see an increase of $9.33M in the current position value, from $544M to 554M.
Below you can find more details about First Pacific Financial portfolio as well as his latest detailed transactions.
Portfolio value
$554 Million
ETFs: $360 Million
Technology: $44.7 Million
Financial Services: $38 Million
Healthcare: $31.9 Million
Industrials: $25.5 Million
Consumer Defensive: $14.5 Million
Real Estate: $11.1 Million
Utilities: $9.5 Million
Other: $17.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 487
- Current Value $554 Million
- Prior Value $544 Million
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 63 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks