Pacific Point Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 63.9%; sector active share 29.9% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 41.4% | $90,223,647 |
| Technology | 25.5% | $55,551,869 |
| Industrials | 8.5% | $18,426,356 |
| Consumer Cyclical | 6.3% | $13,821,113 |
| Consumer Defensive | 4.5% | $9,744,568 |
| Communication Services | 3.9% | $8,511,057 |
| Healthcare | 3.9% | $8,421,882 |
| Financial Services | 3.6% | $7,813,296 |
| Utilities | 1.1% | $2,484,154 |
| Energy | 0.7% | $1,482,902 |
| Basic Materials | 0.6% | $1,214,902 |
| Real Estate | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | +64,843 | 77,795 | $2,154,921 | |
| VSTS | Vestis Corp | +33,200 | 211,477 | $3,070,646 | |
| — | +31,575 | 418,822 | $38,380,848 | ||
| NEE | Nextera Energy Inc | +14,095 | 28,303 | $2,484,154 | |
| IVV | iShares Core S&P 500 ETF | +7,667 | 9,673 | $7,244,012 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +7,175 | 8,610 | $711,358 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +6,304 | 7,880 | $692,730 | |
| IWF | iShares Russell 1000 Growth ETF | +5,073 | 6,944 | $862,236 | |
| AVGO | Broadcom Inc. | +4,648 | 10,770 | $4,068,367 | |
| IJH | iShares Core S&P Mid-Cap ETF | +4,320 | 26,256 | $2,024,600 | |
| QQQM | Invesco Ltd. | +4,060 | 6,360 | $1,926,889 | |
| NVDA | Nvidia Corp | +3,429 | 13,742 | $2,749,636 | |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | +2,743 | 5,743 | $814,874 | |
| JPM | Jpmorgan Chase & Co | +2,382 | 6,874 | $2,250,066 | |
| RSP | Victory Portfolios II | +2,336 | 3,814 | $811,504 | |
| META | Meta Platforms, Inc. | +2,037 | 3,740 | $2,106,704 | |
| AMD | Advanced Micro Devices Inc | +1,977 | 4,012 | $2,330,610 | |
| IXUS | iShares Core MSCI Total International Stock ETF | +1,737 | 15,217 | $1,452,310 | |
| BKNG | Booking Holdings Inc. | +1,276 | 1,329 | $236,880 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,134 | 6,235 | $2,307,199 | |
| SCHB | Schwab U.S. Broad Market ETF | +931 | 8,903 | $257,830 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +811 | 3,553 | $2,498,967 | |
| IAU | Ishares Gold Trust | +652 | 69,514 | $5,249,002 | |
| CSCO | Cisco Systems, Inc. | +525 | 5,897 | $692,661 | |
| SCHE | Schwab Emerging Markets Equity ETF | +471 | 6,912 | $250,629 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSCO | Tractor Supply Co | −11,379 | 15,305 | $483,791 | |
| ROL | Rollins Inc | −8,632 | 13,851 | $578,140 | |
| PEP | Pepsico Inc | −8,564 | 9,010 | $1,219,954 | |
| CL | Colgate Palmolive Co | −6,286 | 10,407 | $954,113 | |
| CHD | Church & Dwight Co Inc | −5,455 | 8,226 | $796,934 | |
| INTU | Intuit Inc. | −3,720 | 1,676 | $437,436 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −3,618 | 5,674 | $2,709,732 | |
| PG | PROCTER & GAMBLE Co | −3,502 | 5,746 | $842,593 | |
| ORLY | O Reilly Automotive Inc | −2,581 | 20,222 | $1,862,243 | |
| ADP | Automatic Data Processing Inc | −2,249 | 2,964 | $663,787 | |
| ECL | Ecolab Inc. | −2,023 | 3,074 | $856,447 | |
| ALAB | Astera Labs, Inc. | −2,000 | 8,000 | $3,864,160 | |
| AAOI | Applied Optoelectronics, Inc. | −2,000 | 18,000 | $2,666,880 | |
| BE | Bloom Energy Corp | −2,000 | 12,000 | $3,632,400 | |
| WMT | Walmart Inc. | −1,911 | 13,211 | $1,496,277 | |
| WM | Waste Management Inc | −1,871 | 4,181 | $931,861 | |
| ANET | Arista Networks, Inc. | −1,861 | 12,385 | $2,103,963 | |
| UNH | Unitedhealth Group Inc | −1,849 | 3,088 | $1,283,465 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | −1,517 | 19,030 | $1,562,553 | |
| MU | Micron Technology Inc | −1,500 | 3,500 | $4,040,015 | |
| SYK | Stryker Corp | −1,276 | 2,098 | $660,534 | |
| VBIL | Vanguard Institutional Index Funds | −1,124 | 3,571 | $270,253 | |
| COR | Cencora, Inc. | −1,018 | 3,283 | $929,023 | |
| SNDK | Sandisk Corp | −1,000 | 1,000 | $2,273,730 | |
| ETN | Eaton Corp plc | −959 | 4,590 | $1,955,890 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SITM | SITIME Corp | 3,000 | $2,236,680 | |
| SIMO | Silicon Motion Technology CORP | 6,000 | $1,999,980 | |
| MXL | Maxlinear, Inc | 10,000 | $1,280,300 | |
| GLW | Corning Inc | 5,000 | $1,277,150 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | 7,730 | $797,890 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 2,000 | $760,740 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | 4,541 | $276,047 | |
| TXN | Texas Instruments Inc | 726 | $216,398 | |
| UWMC | UWM Holdings Corp | 30,000 | $68,700 | |
| IEMG | iShares Trust | 12,238 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HSY | Hershey Co | 7,801 | $1,621,749 | |
| RDDT | Reddit, Inc. | 9,000 | $1,211,850 | |
| AZO | Autozone Inc | 321 | $1,084,267 | |
| CLX | Clorox Co | 9,722 | $1,007,490 | |
| MKC | Mccormick & Co Inc | 19,444 | $980,755 | |
| PAYX | Paychex Inc | 10,103 | $930,688 | |
| FDS | Factset Research Systems Inc | 3,455 | $749,700 | |
| PLTR | Palantir Technologies Inc. | 5,000 | $731,400 | |
| NET | Cloudflare, Inc. | 3,000 | $619,020 | |
| CLS | Celestica Inc | 2,000 | $563,360 | |
| SOLS | Solstice Advanced Materials Inc. | 6,000 | $456,960 | |
| ENPH | Enphase Energy, Inc. | 10,000 | $378,100 | |
| MDLZ | Mondelez International, Inc. | 3,543 | $204,218 | |
| LIN | Linde PLC | 411 | $203,757 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Added | 418,822 | $38,380,848 | 17.63% | ||
| IVV |
iShares Core S&P 500 ETF
|
Added | 9,673 | $7,244,012 | 3.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 16,718 | $7,031,590 | 3.23% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,970 | $6,935,959 | 3.19% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 15,233 | $5,382,275 | 2.47% | |
| IAU |
Ishares Gold Trust
|
Added | 69,514 | $5,249,002 | 2.41% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 8,110 | $4,243,152 | 1.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 10,770 | $4,068,367 | 1.87% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,500 | $4,040,015 | 1.86% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 8,000 | $3,864,160 | 1.78% | |
| BE |
Bloom Energy Corp
Industrials
|
Reduced | 12,000 | $3,632,400 | 1.67% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,313 | $3,100,915 | 1.42% | |
| VSTS |
Vestis Corp
Industrials
|
Added | 211,477 | $3,070,646 | 1.41% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,538 | $3,059,758 | 1.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,742 | $2,749,636 | 1.26% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 5,674 | $2,709,732 | 1.24% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
Reduced | 18,000 | $2,666,880 | 1.23% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 3,553 | $2,498,967 | 1.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 28,303 | $2,484,154 | 1.14% | |
| GLD |
Spdr Gold Trust
|
Held | 6,516 | $2,400,364 | 1.10% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 5,467 | $2,369,015 | 1.09% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,012 | $2,330,610 | 1.07% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 6,235 | $2,307,199 | 1.06% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 1,000 | $2,273,730 | 1.04% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 2,416 | $2,260,095 | 1.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,874 | $2,250,066 | 1.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,410 | $2,242,779 | 1.03% | |
| SITM |
SITIME Corp
Technology
|
NEW | 3,000 | $2,236,680 | 1.03% | |
| SCHF |
Schwab International Equity ETF
|
Added | 77,795 | $2,154,921 | 0.99% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 2,500 | $2,145,150 | 0.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,740 | $2,106,704 | 0.97% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 12,385 | $2,103,963 | 0.97% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 26,256 | $2,024,600 | 0.93% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
NEW | 6,000 | $1,999,980 | 0.92% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 4,590 | $1,955,890 | 0.90% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 6,360 | $1,926,889 | 0.89% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 20,222 | $1,862,243 | 0.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,514 | $1,851,309 | 0.85% | |
| DVY |
iShares Select Dividend ETF
|
Held | 11,383 | $1,779,162 | 0.82% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Held | 11,993 | $1,778,681 | 0.82% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,500 | $1,762,290 | 0.81% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Held | 34,678 | $1,754,013 | 0.81% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Held | 16,117 | $1,720,167 | 0.79% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 17,058 | $1,717,228 | 0.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,610 | $1,714,489 | 0.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,420 | $1,703,190 | 0.78% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Reduced | 19,030 | $1,562,553 | 0.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 13,211 | $1,496,277 | 0.69% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Added | 15,217 | $1,452,310 | 0.67% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,088 | $1,283,465 | 0.59% |
Showing the top 50 of 129 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.