First Pacific Financial Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$678.4B

Holdings

474

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (474 positions)

#StockSharesValue% PortfolioType
101
TMOTHERMO FISHER SCIENTIFIC INC
1,880$762.1M0.11%
102
NVONOVO-NORDISK A S
10,831$747.6M0.11%
103
UNPUNION PAC CORP
3,230$743.1M0.11%
104
MRVLMARVELL TECHNOLOGY INC
9,464$732.6M0.11%
105
ASMLASML HOLDING N V
907$726.9M0.11%
106
BDXBECTON DICKINSON & CO
4,155$715.7M0.11%
107
METAMETA PLATFORMS INC
953$703.4M0.10%
108
TTEKTETRA TECH INC NEW
19,555$703.2M0.10%
109
ITWILLINOIS TOOL WKS INC
2,773$685.7M0.10%
110
DYHTARGET CORP
6,841$674.8M0.10%
111
VRTXVERTEX PHARMACEUTICALS INC
1,465$652.2M0.10%
112
DHRDANAHER CORPORATION
3,197$631.5M0.09%
113
NEENEXTERA ENERGY INC
9,073$629.8M0.09%
114
AWRAMER STATES WTR CO
8,049$617.0M0.09%
115
LOWLOWES COS INC
2,752$610.6M0.09%
116
USBUS BANCORP DEL
13,009$588.6M0.09%
117
CVLCMORGAN STANLEY ETF TRUST
7,648$585.3M0.09%
118
WTRGESSENTIAL UTILS INC
15,702$583.2M0.09%
119
HUBBHUBBELL INC
1,418$579.0M0.09%
120
GQ9SPDR GOLD TR
1,895$577.7M0.09%
121
OCOWENS CORNING NEW
4,199$577.4M0.09%
122
NKENIKE INC
8,088$574.6M0.08%
123
LULULULULEMON ATHLETICA INC
2,415$573.8M0.08%
124
CNRCANADIAN NATL RY CO
5,448$566.8M0.08%
125
ALKALASKA AIR GROUP INC
10,736$531.2M0.08%
126
CATCATERPILLAR INC
1,349$523.7M0.08%
127
XLVSELECT SECTOR SPDR TR
3,851$519.1M0.08%
128
MGCVANGUARD WORLD FD
2,307$518.8M0.08%
129
WYWEYERHAEUSER CO MTN BE
19,550$502.2M0.07%
130
JDJD.COM INC
15,346$500.9M0.07%
131
JCIJOHNSON CTLS INTL PLC
4,731$499.7M0.07%
132
DFGRDIMENSIONAL ETF TRUST
18,278$490.4M0.07%
133
NFLXNETFLIX INC
362$484.8M0.07%
134
IVVISHARES TR
773$479.7M0.07%
135
PORPORTLAND GEN ELEC CO
11,124$452.0M0.07%
136
XLKSELECT SECTOR SPDR TR
1,765$447.0M0.07%
137
NUEMNUSHARES ETF TR
12,945$429.9M0.06%
138
MDYGSPDR SERIES TRUST
4,897$425.4M0.06%
139
VEAVANGUARD TAX-MANAGED FDS
7,447$424.5M0.06%
140
NULVNUSHARES ETF TR
10,074$422.2M0.06%
141
APTVAPTIV PLC
5,876$400.9M0.06%
142
ESMLISHARES TR
9,693$400.6M0.06%
143
VSGXVANGUARD WORLD FD
5,948$389.6M0.06%
144
SPYXSPDR SERIES TRUST
7,448$379.3M0.06%
145
SBUXSTARBUCKS CORP
4,047$370.8M0.05%
146
RIVNRIVIAN AUTOMOTIVE INC
24,256$333.3M0.05%
147
WFCWELLS FARGO CO NEW
3,979$318.8M0.05%
148
BWABORGWARNER INC
9,480$317.4M0.05%
149
PCARPACCAR INC
3,032$288.2M0.04%
150
EMREMERSON ELEC CO
2,159$287.9M0.04%
151
VTVVANGUARD INDEX FDS
1,579$279.1M0.04%
152
ADPAUTOMATIC DATA PROCESSING IN
848$261.5M0.04%
153
FNDXSCHWAB STRATEGIC TR
10,552$258.9M0.04%
154
VBVANGUARD INDEX FDS
1,093$258.9M0.04%
155
MGKVANGUARD WORLD FD
683$250.0M0.04%
156
AAXJISHARES TR
2,979$246.1M0.04%
157
MDYSPDR S&P MIDCAP 400 ETF TR
431$244.1M0.04%
158
SCHFSCHWAB STRATEGIC TR
10,908$241.1M0.04%
159
FISVFISERV INC
1,363$235.0M0.03%
160
LLYELI LILLY & CO
297$231.6M0.03%
161
VOVANGUARD INDEX FDS
777$217.4M0.03%
162
AVGOBROADCOM INC
784$216.1M0.03%
163
SUSBISHARES TR
8,224$207.0M0.03%
164
VIGVANGUARD SPECIALIZED FUNDS
940$192.3M0.03%
165
NDQINVESCO QQQ TR
341$188.1M0.03%
166
AMATAPPLIED MATLS INC
1,000$183.1M0.03%
167
SUSLISHARES TR
1,680$182.1M0.03%
168
CLCOLGATE PALMOLIVE CO
1,960$178.2M0.03%
169
GRNBVANECK ETF TRUST
7,337$177.8M0.03%
170
FIXDFIRST TR EXCHNG TRADED FD VI
4,044$177.5M0.03%
171
IWBISHARES TR
507$172.1M0.03%
172
LRCXLAM RESEARCH CORP
1,766$171.9M0.03%
173
SCHASCHWAB STRATEGIC TR
6,781$171.6M0.03%
174
MCDMCDONALDS CORP
586$171.2M0.03%
175
TJXTJX COS INC NEW
1,364$168.4M0.02%
176
VBKVANGUARD INDEX FDS
603$167.0M0.02%
177
BABOEING CO
771$161.5M0.02%
178
TXNTEXAS INSTRS INC
775$160.9M0.02%
179
IAU*ISHARES GOLD TR
2,531$157.8M0.02%
180
VWOVANGUARD INTL EQUITY INDEX F
3,169$156.7M0.02%
181
LINELINEAGE INC
3,576$155.6M0.02%
182
VTECVANGUARD CALIF TAX FREE FDS
1,547$151.0M0.02%
183
CVSCVS HEALTH CORP
2,116$146.0M0.02%
184
ABNBAIRBNB INC
1,098$145.3M0.02%
185
IWDISHARES TR
734$142.6M0.02%
186
CWISPDR INDEX SHS FDS
4,270$139.5M0.02%
187
DUKDUKE ENERGY CORP NEW
1,149$135.6M0.02%
188
ENPHENPHASE ENERGY INC
3,278$130.0M0.02%
189
KOCOCA COLA CO
1,833$129.7M0.02%
190
SYKSTRYKER CORPORATION
323$128.0M0.02%
191
VXUSVANGUARD STAR FDS
1,846$127.5M0.02%
192
ABTABBOTT LABS
862$117.2M0.02%
193
ORCLORACLE CORP
518$113.3M0.02%
194
FTNTFORTINET INC
1,067$112.8M0.02%
195
PYPLPAYPAL HLDGS INC
1,506$111.9M0.02%
196
SCHDSCHWAB STRATEGIC TR
4,215$111.7M0.02%
197
WRBBERKLEY W R CORP
1,496$109.9M0.02%
198
CCBCOASTAL FINL CORP WA
1,130$109.5M0.02%
199
SGOLETFS GOLD TR
3,388$106.9M0.02%
200
IWMISHARES TR
492$106.1M0.02%
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