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 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 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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