First Pacific Financial Incresed Positions in Q4 2025

First Pacific Financial

  • $554 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
1
+ 0.79%
$126.76 - $142.32 $127 - $142
127 $18K
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.67%
$78.39 - $85.26 $157 - $171
300 $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42
+ 0.99%
$26.44 - $27.53 $1.11K - $1.16K
4.3K $117K
WRB
Berkley W R Corp

Financial Services
2
+ 0.13%
$71.34 - $78.46 $143 - $157
1.5K $115K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
4
+ 0.34%
$58.89 - $62.37 $236 - $249
1.17K $71K
SLB
Schlumberger Limited

Energy
2
+ 0.7%
$31.72 - $37.61 $63.4 - $75.2
286 $10K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12
+ 1.11%
$50.57 - $50.77 $607 - $609
1.09K $55K
LII
Lennox International Inc

Industrials
3
+ 50.0%
$471.5 - $554.58 $1.41K - $1.66K
9 $4K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.14%
$199.44 - $208.01 $199 - $208
741 $151K
SSNC
Ss&C Technologies Holdings Inc

Technology
24
+ 30.0%
$79.54 - $88.08 $1.91K - $2.11K
104 $8K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.63%
$301.9 - $317.98 $604 - $636
322 $99K
INTC
Intel Corp

Technology
13
+ 1.58%
$34.71 - $41.53 $451 - $540
835 $28K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3
+ 1.25%
$27.71 - $34.0 $83.1 - $102
243 $8K
NTAP
Net App, Inc.

Technology
19
+ 27.54%
$109.44 - $121.82 $2.08K - $2.31K
88 $9K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.99%
$135.16 - $141.78 $135 - $142
102 $14K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
36
+ 1.13%
$25.17 - $25.38 $906 - $914
3.22K $81K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
22
+ 1.04%
$44.38 - $44.96 $976 - $989
2.14K $94K
Tcw ETF Trust
238K
+ 12.26%
N/A
2.18M $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 2.78%
$139.66 - $144.52 $279 - $289
74 $10K
TTD
Trade Desk, Inc.

Technology
3
+ 25.0%
$41.93 - $54.13 $126 - $162
15 $0
STT
State Street Corp

Financial Services
2
+ 0.72%
$111.0 - $121.11 $222 - $242
281 $32K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3
+ 1.94%
$39.17 - $40.87 $118 - $123
158 $6K
TY
Tri Continental Corp

Financial Services
15
+ 7.04%
$33.61 - $34.62 $504 - $519
228 $7K
Vanguard Malvern Fds
12
+ 1.85%
N/A
662 $0
WMT
Walmart Inc.

Consumer Defensive
6
+ 4.35%
$101.18 - $109.03 $607 - $654
144 $14K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.3%
$88.49 - $93.64 $88.5 - $93.6
330 $29K
VNO
Vornado Realty Trust

Real Estate
2
+ 2.82%
$34.46 - $41.24 $68.9 - $82.5
73 $2K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.83%
$125.75 - $131.12 $126 - $131
121 $15K
FNDC
Schwab Fundamental Intl Small

ETFs
6
+ 3.19%
$43.41 - $45.12 $260 - $271
194 $8K
T
At&T Inc.

Communication Services
98
+ 9.38%
$24.44 - $27.55 $2.4K - $2.7K
1.14K $29K
Ge Healthcare Technologies I
8
+ 14.55%
N/A
63 $0
GLW
Corning Inc

Technology
1
+ 0.76%
$82.06 - $90.29 $82.1 - $90.3
133 $10K
PEAK
Healthpeak Properties, Inc.

Real Estate
1
+ 2.22%
N/A
46 $0
HIW
Highwoods Properties, Inc.

Real Estate
8
+ 1.98%
$28.41 - $32.44 $227 - $260
413 $12K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1
+ 1.18%
$117.88 - $120.77 $118 - $121
86 $10K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 1.31%
$75.19 - $77.98 $150 - $156
155 $11K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
11
+ 1.28%
$47.89 - $48.53 $527 - $534
870 $41K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.34%
$94.02 - $97.61 $94 - $97.6
298 $28K
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.69%
$38.65 - $43.31 $38.7 - $43.3
146 $5K
Flutter Entmt PLC
12
+ 100.0%
N/A
24 $0
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.33%
$96.0 - $102.5 $96 - $103
302 $29K
BAC
Bank Of America Corp

Financial Services
1
+ 0.05%
$48.65 - $54.11 $48.7 - $54.1
2.07K $106K
Brookfield Corp
4.88K
+ 40.37%
N/A
17K $0
ABC
Amerisourcebergen Corp

Healthcare
4
+ 18.18%
N/A
26 $4K
CMS
Cms Energy Corp

Utilities
1
+ 0.6%
$71.83 - $75.31 $71.8 - $75.3
167 $12K
CPRT
Copart Inc

Consumer Cyclical
22
+ 16.06%
$39.98 - $45.76 $880 - $1.01K
159 $6K
Dimensional ETF Trust
254
+ 1.38%
N/A
18.7K $0
Dimensional ETF Trust
152K
+ 22.82%
N/A
816K $0
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.42%
$60.63 - $62.78 $60.6 - $62.8
241 $14K
Activity Summary
Buys All Purchases 254 New Holdings 63 Increased Positions 191 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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