1y return+44.0%S&P 500 +20.9%
3y return+82.0%S&P 500 +68.5%
5y return+84.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $225 against $232 in the S&P 500.2
Pacifica Partners Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc | $18.2M | 5.5% | −1.6% |
| AMATApplied Matls Inc | $17.9M | 5.4% | −3.9% |
| AAPLApple Inc | $17.4M | 5.3% | −1.4% |
| LRCXLam Research Corp | $15.6M | 4.7% | −3.7% |
| AMDAdvanced Micro Devices Inc | $11.9M | 3.6% | −25.2% |
| SHVIshares Tr | $11.4M | 3.4% | +34.8% |
| AMZNAmazon Com Inc | $11.1M | 3.4% | −2.0% |
| MSFTMicrosoft Corp | $11.0M | 3.3% | +2.3% |
| BRK/BBerkshire Hathaway Inc Del | $8.7M | 2.6% | |
| VVisa Inc | $8.4M | 2.5% | −1.1% |
| JPMJpmorgan Chase & Co. | $8.3M | 2.5% | −1.2% |
| BNBrookfield Corp | $7.4M | 2.2% | −1.0% |
| RYRoyal Bk Cda | $7.3M | 2.2% | −4.2% |
| TDToronto Dominion Bk Ont | $7.3M | 2.2% | −1.6% |
| CNQCanadian Nat Res Ltd | $7.2M | 2.2% | +2.5% |
| BONDPimco Etf Tr | $6.1M | 1.8% | −2.0% |
| JNJJohnson & Johnson | $5.8M | 1.7% | |
| CCJCameco Corp | $5.7M | 1.7% | −1.1% |
| PEPPepsico Inc | $5.7M | 1.7% | −1.2% |
| SUSuncor Energy Inc New | $5.5M | 1.7% | −1.8% |
| BACBank America Corp | $5.4M | 1.6% | −1.4% |
| RTXRtx Corporation | $5.3M | 1.6% | |
| KMIKinder Morgan Inc Del | $5.0M | 1.5% | +4.0% |
| WMTWalmart Inc | $4.7M | 1.4% | −1.1% |
| BBarrick Mng Corp | $4.5M | 1.4% | −1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $3.6M |
| CCJCameco Corp | June 30, 2020 | +893.7% | $5.7M |
| CIENCiena Corp | September 30, 2021 | +855.3% | $2.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $15.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $18.2M |
| CNQCanadian Nat Res Ltd | June 30, 2020 | +354.1% | $7.2M |
| JPMJpmorgan Chase & Co. | June 30, 2020 | +248.0% | $8.3M |
| WFCWells Fargo Co New | June 30, 2020 | +222.8% | $4.2M |
| SUSuncor Energy Inc New | June 30, 2020 | +218.4% | $5.5M |
| RYRoyal Bk Cda | June 30, 2020 | +205.3% | $7.3M |
Sold off last quarter
- AAgilent Technologies Inc was $336K
- VGTVanguard World Fd was $109K
- VGITVanguard Scottsdale Fds was $74K
- TXNTexas Instrs Inc was $33K
- QCOMQualcomm Inc was $25K
- MEOHMethanex Corp was $21K
- Honeywell Intl IncCUSIP 438516106 was $14K
- EEMIshares Tr was $12K
- BDJBlackrock Enhanced Equity Di was $12K
- FISFidelity Natl Information Sv was $9,757
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.8% | +14.8% |
| March 31, 2026 | +5.4% | −4.6% |
| December 31, 2025 | +7.2% | +2.4% |
| September 30, 2025 | +10.0% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +3.7% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −7.0% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | +2.6% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pacifica Partners Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1799900&type=13F-HR&dateb=&owner=include&count=40CIK 1799900
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1799900/000179990026000003/Filed July 13, 2026 · accession 0001799900-26-000003