First Pacific Financial
Top Portfolio Positions
509 positions ·
$197,942,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
20,656 | $7,646,231 | 3.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
24,128 | $7,097,492 | 3.59% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
58,531 | $6,943,532 | 3.51% | |
| ABBV |
AbbVie Inc.
Healthcare
|
29,133 | $6,336,136 | 3.20% | |
| NVS |
Novartis AG
Healthcare
|
39,922 | $6,098,085 | 3.08% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
77,740 | $6,031,846 | 3.05% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
19,858 | $5,792,181 | 2.93% | |
| RTX |
RTX Corp
Industrials
|
29,656 | $5,720,642 | 2.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
22,632 | $5,532,166 | 2.79% | |
| IBM |
International Business Machines Corp
Technology
|
21,823 | $5,289,676 | 2.67% |
Portfolio Trend
23 quarters · across all stocks
Holdings in POOL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,855 | 24 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,372 | 6 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,030 | 13 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,914 | 10 | Shares | Sole | 2025-07-18 | |
| 2024-03-31 | $2,421 | 6 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,594 | 4 | Shares | Sole | 2024-01-18 | |
| No 13F history on record for this holder in this stock. | ||||||