First Pacific Financial Portfolio Holdings
First Pacific Financial
- $516 Million
- Q2 2025
First Pacific Financial has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $516 Million distributed in 474 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 $79.3M, Vanguard Growth ETF with a value of $43.2M, Spdr S&P 400 Mid Cap Value ETF with a value of $28.5M, Ishares Tr Msci Eafe ETF with a value of $26.1M, and Vanguard Intermediate Term Cor with a value of $25M.
Examining the 13F form we can see an increase of $106M in the current position value, from $410M to 516M.
Below you can find more details about First Pacific Financial portfolio as well as his latest detailed transactions.
Portfolio value
$516 Million
ETFs: $343 Million
Technology: $41.8 Million
Financial Services: $29.7 Million
Healthcare: $24.3 Million
Industrials: $24 Million
Consumer Defensive: $15.1 Million
Real Estate: $8.99 Million
Communication Services: $7.4 Million
Other: $20.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 474
- Current Value $516 Million
- Prior Value $410 Million
- Filing
- Period Q2 2025
- Filing Date July 18, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 89 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks