Pacific Point Advisors, LLC Portfolio Holdings

Pacific Point Advisors, LLC

  • $184 Billion
  • Q2 2025

Pacific Point Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $29.9B, C. H. Robinson Worldwide, Inc. with a value of $26.1B, Tesla, Inc. with a value of $6.14B, Microsoft Corp with a value of $5.5B, and Ishares Gold Trust with a value of $4.29B.

Examining the 13F form we can see an increase of $4.37B in the current position value, from $180B to 184B.

Pacific Point Advisors, LLC is based out at Rancho Santa Fe, CA

Below you can find more details about Pacific Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $60.1 Billion
Industrials: $36 Billion
Technology: $23.5 Billion
Consumer Defensive: $16.2 Billion
Consumer Cyclical: $16 Billion
Healthcare: $13.7 Billion
Financial Services: $5.37 Billion
Communication Services: $4.95 Billion
Other: $2.11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.4B
$26.1 Billion 14.14% of portfolio
271,802
Q4 2024 New
$1.4T
$6.14 Billion 3.33% of portfolio
19,339
Q1 2025 Reduced 9.37%
$3.86T
$5.5 Billion 2.98% of portfolio
11,061
Q2 2025 Added 0.37%
$192B
$4.28 Billion 2.32% of portfolio
5,430
Q2 2025 Reduced 1.34%
$23.1B
$3.31 Billion 1.79% of portfolio
8,104
Q2 2025 Reduced 27.67%
$4.09T
$3.05 Billion 1.65% of portfolio
14,879
Q2 2025 Reduced 0.74%
$1.48T
$2.96 Billion 1.6% of portfolio
16,677
Q2 2025 Added 3.12%
$193B
$2.41 Billion 1.31% of portfolio
18,276
Q2 2025 Reduced 0.15%
$410B
$2.37 Billion 1.29% of portfolio
2,397
Q2 2025 Added 2.04%
$6.77B
$2.13 Billion 1.15% of portfolio
23,624
Q2 2025 Added 1,416.3%
$134B
$2.11 Billion 1.14% of portfolio
7,645
Q2 2025 Added 64.59%
$53.2B
$1.95 Billion 1.06% of portfolio
3,636
Q2 2025 Added 5.18%
$385B
$1.79 Billion 0.97% of portfolio
2,231
Q2 2025 Added 4.74%
$38.4B
$1.78 Billion 0.96% of portfolio
5,923
Q2 2025 Added 4.57%
$543B
$1.71 Billion 0.93% of portfolio
3,045
Q2 2025 Added 1.47%
$28.9B
$1.7 Billion 0.92% of portfolio
30,061
Q2 2025 Added 4.78%
$81.4B
$1.61 Billion 0.88% of portfolio
435
Q2 2025 Added 4.57%
$27.5B
$1.63 Billion 0.88% of portfolio
9,792
Q2 2025 Added 4.66%
$40.1B
$1.6 Billion 0.87% of portfolio
6,220
Q2 2025 Added 5.8%
$323B
$1.61 Billion 0.87% of portfolio
5,145
Q2 2025 Added 29.99%
$122B
$1.57 Billion 0.85% of portfolio
5,089
Q2 2025 Added 5.38%
$66.7B
$1.55 Billion 0.84% of portfolio
17,076
Q2 2025 Added 5.1%
$280B
$1.56 Billion 0.84% of portfolio
15,938
Q2 2025 Added 1.52%
$16.8B
$1.53 Billion 0.83% of portfolio
20,154
Q2 2025 Added 5.48%
$45.7B
$1.52 Billion 0.82% of portfolio
10,432
Q2 2025 Added 5.29%
$151B
$1.49 Billion 0.81% of portfolio
5,341
Q2 2025 Added 2.69%
$364B
$1.47 Billion 0.8% of portfolio
9,235
Q2 2025 Added 3.31%
$10.9B
$1.45 Billion 0.78% of portfolio
3,237
Q2 2025 Added 6.41%
$6.31B
$1.44 Billion 0.78% of portfolio
27,362
Q2 2025 Added 6.05%
$27.6B
$1.35 Billion 0.73% of portfolio
1,151
Q2 2025 Added 7.27%
$21.3B
$1.35 Billion 0.73% of portfolio
14,059
Q2 2025 Added 5.71%
$79.5B
$1.23 Billion 0.67% of portfolio
7,151
Q2 2025 Added 6.46%
$125B
$1.21 Billion 0.66% of portfolio
17,602
Q2 2025 Added 7.26%
$15.2B
$1.16 Billion 0.63% of portfolio
9,686
Q2 2025 Added 2.75%
$925B
$1.11 Billion 0.6% of portfolio
3,823
Q4 2024 New
$465B
$1.11 Billion 0.6% of portfolio
7,000
Q2 2025 Added 75.0%
$725B
$963 Million 0.52% of portfolio
1,235
Q4 2024 New
$261B
$946 Million 0.51% of portfolio
6,666
Q2 2025 Added 33.32%
$470B
$868 Million 0.47% of portfolio
8,055
Q4 2024 New
$51B
$828 Million 0.45% of portfolio
1,000
Q1 2025 New
$105B
$764 Million 0.41% of portfolio
1,500
Q4 2024 New
$414B
$758 Million 0.41% of portfolio
16,023
Q4 2024 New
$15.2B
$718 Million 0.39% of portfolio
30,000
Q2 2025 New
$3.95B
$694 Million 0.38% of portfolio
7,000
Q4 2024 New
$47.9B
$701 Million 0.38% of portfolio
2,000
Q1 2025 New
$194B
$653 Million 0.35% of portfolio
7,000
Q4 2024 New
$68.5B
$639 Million 0.35% of portfolio
4,100
Q1 2025 Reduced 19.61%
$252B
$621 Million 0.34% of portfolio
1,600
Q4 2024 New
$149B
$587 Million 0.32% of portfolio
1,645
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $184 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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