Pacific Point Advisors, LLC Portfolio Holdings by Sector

Pacific Point Advisors, LLC

$171 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL IAU VTEB GLD MDY DVY BILS IJH 32 stocks	$57.5 Million 35.51% of portfolio	11	2	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$8.6 Million 5.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TSM NVDA AMD 4 stocks	$7.7 Million 4.76% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CRWD HOOD 4 stocks	$7.27 Million 4.49% of portfolio	2	1	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$6.04 Million 3.73% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY TSCO AZO RH 4 stocks	$5.74 Million 3.55% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU APP UBER COIN 4 stocks	$5.57 Million 3.44% of portfolio	1	2	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CHD CLX 4 stocks	$5.34 Million 3.3% of portfolio	4	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB BE 2 stocks	$5.18 Million 3.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.04 Million 2.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.88 Million 2.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX MTD TMO 3 stocks	$3.46 Million 2.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN LLY BMY PFE 4 stocks	$3.23 Million 1.99% of portfolio	2	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$2.89 Million 1.78% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$2.53 Million 1.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$2.4 Million 1.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$2.03 Million 1.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.9 Million 1.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$1.83 Million 1.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$1.79 Million 1.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$1.74 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RMD 1 stocks	$1.71 Million 1.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CRDO CSCO 2 stocks	$1.49 Million 0.92% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$1.46 Million 0.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$1.4 Million 0.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC 1 stocks	$1.38 Million 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$1.38 Million 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$1.37 Million 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.17 Million 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$1.01 Million 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX 2 stocks	$979,846 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$932,366 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$763,440 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$617,513 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$601,325 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM MCD 2 stocks	$600,752 0.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$599,912 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare TDOC 1 stocks	$541,100 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$397,226 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$397,059 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$355,940 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services APLD 1 stocks	$318,866 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$318,256 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$313,158 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI DNUT 2 stocks	$280,676 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$249,332 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$214,211 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$201,116 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials GROY 1 stocks	$185,280 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Point Advisors, LLC with notifications on news.

Account

Pacific Point Advisors, LLC Portfolio Holdings by Sector

Pacific Point Advisors, LLC

Track Pacific Point Advisors, LLC Portfolio

Portfolio Update

News