Pacific Point Advisors, LLC
Top Portfolio Positions
95 positions ·
$121,553,151 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,266 | $6,158,468 | 5.07% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,368 | $6,084,804 | 5.01% |
| IAU |
Ishares Gold Trust
|
68,862 | $6,070,873 | 4.99% |
| HUBB |
Hubbell Inc
Industrials
|
8,105 | $3,977,447 | 3.27% |
| MSFT |
Microsoft Corp
Technology
|
9,100 | $3,368,547 | 2.77% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
9,292 | $3,140,231 | 2.58% |
| GLD |
Spdr Gold Trust
|
6,516 | $2,803,769 | 2.31% |
| PEP |
Pepsico Inc
Consumer Defensive
|
17,574 | $2,729,066 | 2.25% |
| INTU |
Intuit Inc.
Technology
|
5,396 | $2,333,122 | 1.92% |
| ASML |
Asml Holding NV
Technology
|
1,759 | $2,323,339 | 1.91% |
Portfolio Trend
Holdings in DC
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,882 | 53,046 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $302,437 | 53,246 | Shares | Sole | 2026-01-21 | |
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