First Pacific Financial

13F filer · CIK 0001810089

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$839MU.S. long equity reported on 13F

Positions37635 new · 189 closed

Net flow last quarter+$301KBuys minus sells

Top 10 positions weight21.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026376 positions
FLXRVW Win Century Inc.	$92.4M	11.01%	1.34%	+3.1%	Q2 2025
EMSFMedWellAI, Inc.	$23M	2.74%	Not reported	-10.3%	Q4 2023
MSFTMicrosoft Corp	$10.5M	1.25%	0.00%	+36.4%	Q3 2020
CSCOCisco Systems, Inc.	$8.85M	1.05%	0.00%	-3.1%	Q4 2020
JPMJPMorgan Chase & Co	$8.52M	1.01%	0.00%	+7.8%	Q3 2021
BNYBank of New York Mellon Corp	$8.19M	0.98%	0.01%	-3.3%	Q2 2025
ABBVAbbVie Inc.	$7.01M	0.84%	0.00%	-4.4%	Q2 2023
TRVTravelers Companies, Inc.	$6.57M	0.78%	0.01%	+0.3%	Q1 2025
NVSNovartis AG	$6.25M	0.74%	0.00%	-0.1%	Q2 2025
IBMInternational Business Machines Corp	$5.93M	0.71%	0.00%	-3.3%	Q1 2024
JNJJohnson & Johnson	$5.68M	0.68%	0.00%	-1.1%	Q3 2020
WELLWelltower Inc.	$5.67M	0.68%	0.00%	-4.9%	Q1 2025
AAPLApple Inc.	$5.64M	0.67%	0.00%	+25.9%	Q3 2020
NTRSNorthern Trust Corp	$5.6M	0.67%	0.02%	-1.7%	Q2 2025
RTXRTX Corp	$5.55M	0.66%	0.00%	-1.3%	Q2 2023
COSTCostco Wholesale Corp	$5.47M	0.65%	0.00%	+29.8%	Q3 2020
MRKMerck & Co., Inc.	$5.32M	0.63%	0.00%	-4.7%	Q4 2020
NVDANvidia Corp	$5.25M	0.63%	0.00%	-9.0%	Q2 2023
ROKRockwell Automation, Inc	$5.12M	0.61%	0.01%	-2.0%	Q2 2025
FNDFSchwab Strategic Trust	$4.83M	0.58%	Not reported	+10.6%	Q3 2020
AEPAmerican Electric Power Co Inc	$4.75M	0.57%	0.01%	+0.4%	Q2 2025
PGPROCTER & GAMBLE Co	$4.54M	0.54%	0.00%	+1.1%	Q4 2021
PRUPrudential Financial Inc	$3.47M	0.41%	0.01%	+1.5%	Q2 2025
CVXChevron Corp	$3.45M	0.41%	0.00%	-3.6%	Q1 2024
IWSImageware Systems Inc	$3.45M	0.41%	Not reported	-2.4%	Q3 2020
PEPPepsico Inc	$3.41M	0.41%	0.00%	+3.8%	Q2 2023
PLDPrologis, Inc.	$3.36M	0.40%	0.00%	-0.5%	Q2 2023
MDTMedtronic plc	$3.35M	0.40%	0.00%	-4.7%	Q4 2020
AMDAdvanced Micro Devices Inc	$3.29M	0.39%	0.00%	-7.1%	Q2 2023
UPSUnited Parcel Service Inc	$2.95M	0.35%	0.00%	-0.3%	Q2 2023
TTETotalEnergies SE	$2.89M	0.34%	0.00%	-4.1%	Q1 2025
PFEPfizer Inc	$2.49M	0.30%	0.00%	-0.4%	Q4 2020
GOOGAlphabet Inc.	$2.34M	0.28%	Not reported	-4.8%	Q4 2020
MRVLMarvell Technology, Inc.	$2.32M	0.28%	0.00%	-6.3%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$2.05M	0.24%	0.00%	-2.3%	Q4 2020
SUSASouthern USA Resources Inc.	$1.89M	0.23%	Not reported	-1.6%	Q3 2020
NEENextera Energy Inc	$1.81M	0.22%	0.00%	+0.8%	Q4 2020
CMICummins Inc	$1.71M	0.20%	0.00%	-3.6%	Q4 2020
GOOGLAlphabet Inc.	$1.68M	0.20%	0.00%	-10.0%	Q2 2023
NGGNational Grid PLC	$1.67M	0.20%	0.00%	+1.9%	Q3 2025
ADIAnalog Devices Inc	$1.61M	0.19%	0.00%	-4.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.56M	0.19%	0.00%	-7.2%	Q2 2023
ASMLAsml Holding NV	$1.51M	0.18%	0.00%	-8.3%	Q4 2020
BRK.ABerkshire Hathaway Inc	$1.5M	0.18%	Not reported	Not reported	Q1 2025
CATCaterpillar Inc	$1.47M	0.18%	0.00%	+1.9%	Q2 2023
SPGSimon Property Group Inc.	$1.47M	0.18%	82.23%	+3.5%	Q2 2024
INGING Groep NV	$1.46M	0.17%	0.00%	+1.3%	Q3 2025
AMZNAmazon Com Inc	$1.36M	0.16%	0.00%	-3.3%	Q2 2023
ETNEaton Corp plc	$1.34M	0.16%	0.00%	-2.1%	Q4 2020
WMWaste Management Inc	$1.32M	0.16%	0.00%	-2.2%	Q4 2020

Q1 2026Reported Apr 23, 2026528 positions
FLXRVW Win Century Inc.	$89.8M	11.56%	1.30%	+5.1%	Q2 2025
EMSFMedWellAI, Inc.	$18.7M	2.41%	Not reported	+25.4%	Q4 2023
MSFTMicrosoft Corp	$7.65M	0.98%	0.00%	+0.3%	Q3 2020
JPMJPMorgan Chase & Co	$7.1M	0.91%	0.00%	-7.8%	Q3 2021
BNYBank of New York Mellon Corp	$6.94M	0.89%	0.01%	-3.8%	Q2 2025
ABBVAbbVie Inc.	$6.34M	0.82%	0.00%	-1.3%	Q2 2023
NVSNovartis AG	$6.1M	0.79%	0.00%	-0.4%	Q2 2025
CSCOCisco Systems, Inc.	$6.03M	0.78%	0.00%	-1.9%	Q4 2020
TRVTravelers Companies, Inc.	$5.79M	0.75%	0.01%	-2.4%	Q1 2025
RTXRTX Corp	$5.72M	0.74%	0.00%	+0.7%	Q2 2023
JNJJohnson & Johnson	$5.53M	0.71%	0.00%	-1.0%	Q3 2020
IBMInternational Business Machines Corp	$5.29M	0.68%	0.00%	+0.1%	Q1 2024
MRKMerck & Co., Inc.	$5.22M	0.67%	0.00%	-6.3%	Q4 2020
WELLWelltower Inc.	$5.19M	0.67%	0.00%	-16.1%	Q1 2025
NVDANvidia Corp	$5.03M	0.65%	0.00%	+14.9%	Q2 2023
NTRSNorthern Trust Corp	$4.57M	0.59%	0.02%	+1.6%	Q2 2025
AEPAmerican Electric Power Co Inc	$4.54M	0.58%	0.01%	+1.9%	Q2 2025
COSTCostco Wholesale Corp	$4.49M	0.58%	0.00%	-0.3%	Q3 2020
CVXChevron Corp	$4.47M	0.58%	0.00%	-2.2%	Q1 2024
PGPROCTER & GAMBLE Co	$4.42M	0.57%	0.00%	+2.8%	Q4 2021
FNDFSchwab Strategic Trust	$4.05M	0.52%	Not reported	-1.0%	Q3 2020
AAPLApple Inc.	$3.93M	0.51%	0.00%	-4.1%	Q3 2020
MDTMedtronic plc	$3.9M	0.50%	0.00%	+2.1%	Q4 2020
ROKRockwell Automation, Inc	$3.79M	0.49%	0.01%	-2.0%	Q2 2025
PEPPepsico Inc	$3.77M	0.48%	0.00%	+1.8%	Q2 2023
TTETotalEnergies SE	$3.53M	0.45%	0.00%	-1.2%	Q1 2025
PLDPrologis, Inc.	$3.29M	0.42%	0.00%	+4.1%	Q2 2023
IWSImageware Systems Inc	$3.13M	0.40%	Not reported	+0.5%	Q3 2020
PRUPrudential Financial Inc	$3.1M	0.40%	0.01%	-0.2%	Q2 2025
PFEPfizer Inc	$2.91M	0.37%	0.00%	+21.6%	Q4 2020
UPSUnited Parcel Service Inc	$2.71M	0.35%	0.00%	+0.9%	Q2 2023
GOOGAlphabet Inc.	$1.99M	0.26%	Not reported	-3.9%	Q4 2020
NEENextera Energy Inc	$1.9M	0.24%	0.00%	+4.9%	Q4 2020
NGGNational Grid PLC	$1.67M	0.22%	0.00%	+69.3%	Q3 2025
SUSASouthern USA Resources Inc.	$1.65M	0.21%	Not reported	-11.5%	Q3 2020
GSGoldman Sachs Group Inc	$1.57M	0.20%	0.00%	-1.6%	Q2 2022
GOOGLAlphabet Inc.	$1.51M	0.19%	0.00%	-9.1%	Q2 2023
BRK.ABerkshire Hathaway Inc	$1.44M	0.18%	Not reported	Not reported	Q1 2025
WMWaste Management Inc	$1.39M	0.18%	0.00%	+1.1%	Q4 2020
ADIAnalog Devices Inc	$1.35M	0.17%	0.00%	-0.5%	Q4 2020
CMICummins Inc	$1.34M	0.17%	0.00%	-3.5%	Q4 2020
GRMNGarmin Ltd	$1.24M	0.16%	0.00%	+0.2%	Q4 2020
AMDAdvanced Micro Devices Inc	$1.24M	0.16%	0.00%	-3.6%	Q2 2023
AMZNAmazon Com Inc	$1.23M	0.16%	0.00%	-6.7%	Q2 2023
PHParker-Hannifin Corp	$1.23M	0.16%	0.00%	-7.5%	Q4 2020
INGING Groep NV	$1.19M	0.15%	0.00%	+2.2%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.19M	0.15%	0.00%	+1.8%	Q2 2023
SPGSimon Property Group Inc.	$1.19M	0.15%	79.48%	+23.7%	Q2 2024
ECLEcolab Inc.	$1.17M	0.15%	0.00%	-0.2%	Q4 2020
ETNEaton Corp plc	$1.15M	0.15%	0.00%	+1.3%	Q4 2020

Q4 2025Reported Jan 16, 2026373 positions
FLXRVW Win Century Inc.	$86.2M	11.25%	1.24%	+12.3%	Q2 2025
EMSFMedWellAI, Inc.	$13.6M	1.78%	Not reported	+4.5%	Q4 2023
MSFTMicrosoft Corp	$9.96M	1.30%	0.00%	-1.5%	Q3 2020
JPMJPMorgan Chase & Co	$8.43M	1.10%	0.00%	-4.1%	Q3 2021
BNYBank of New York Mellon Corp	$7.06M	0.92%	0.01%	-0.9%	Q2 2025
ABBVAbbVie Inc.	$6.74M	0.88%	0.00%	-2.0%	Q2 2023
IBMInternational Business Machines Corp	$6.46M	0.84%	0.00%	+8.0%	Q1 2024
CSCOCisco Systems, Inc.	$6.11M	0.80%	0.00%	-2.3%	Q4 2020
TRVTravelers Companies, Inc.	$5.9M	0.77%	0.01%	+0.6%	Q1 2025
WELLWelltower Inc.	$5.81M	0.76%	0.00%	-5.9%	Q1 2025
NVSNovartis AG	$5.52M	0.72%	0.00%	+16.8%	Q2 2025
RTXRTX Corp	$5.4M	0.71%	0.00%	0.0%	Q2 2023
MRKMerck & Co., Inc.	$4.88M	0.64%	0.00%	-2.6%	Q4 2020
JNJJohnson & Johnson	$4.73M	0.62%	0.00%	-2.6%	Q3 2020
NVDANvidia Corp	$4.68M	0.61%	0.00%	-1.0%	Q2 2023
NTRSNorthern Trust Corp	$4.41M	0.58%	0.02%	0.0%	Q2 2025
AAPLApple Inc.	$4.39M	0.57%	0.00%	-9.3%	Q3 2020
PGPROCTER & GAMBLE Co	$4.26M	0.56%	0.00%	+0.7%	Q4 2021
MDTMedtronic plc	$4.23M	0.55%	0.00%	-5.9%	Q4 2020
ROKRockwell Automation, Inc	$4.19M	0.55%	0.01%	-10.6%	Q2 2025
AEPAmerican Electric Power Co Inc	$3.91M	0.51%	0.01%	+0.7%	Q2 2025
COSTCostco Wholesale Corp	$3.9M	0.51%	0.00%	-3.6%	Q3 2020
FNDFSchwab Strategic Trust	$3.78M	0.49%	Not reported	+7.0%	Q3 2020
PRUPrudential Financial Inc	$3.59M	0.47%	0.01%	-4.3%	Q2 2025
PEPPepsico Inc	$3.42M	0.45%	0.00%	-0.3%	Q2 2023
CVXChevron Corp	$3.37M	0.44%	0.00%	-4.6%	Q1 2024
PLDPrologis, Inc.	$3.05M	0.40%	0.00%	+0.9%	Q2 2023
IWSImageware Systems Inc	$3.02M	0.39%	Not reported	+0.2%	Q3 2020
UPSUnited Parcel Service Inc	$2.7M	0.35%	0.00%	-3.5%	Q2 2023
TTETotalEnergies SE	$2.57M	0.34%	0.00%	-3.5%	Q1 2025
GOOGAlphabet Inc.	$2.27M	0.30%	Not reported	-8.2%	Q4 2020
PFEPfizer Inc	$2.12M	0.28%	0.00%	-32.2%	Q4 2020
SUSASouthern USA Resources Inc.	$1.96M	0.26%	Not reported	+0.1%	Q3 2020
GOOGLAlphabet Inc.	$1.8M	0.24%	0.00%	-14.7%	Q2 2023
GSGoldman Sachs Group Inc	$1.66M	0.22%	0.00%	-7.6%	Q2 2022
CRMSalesforce, Inc.	$1.63M	0.21%	0.00%	-1.5%	Q4 2020
NEENextera Energy Inc	$1.57M	0.20%	0.00%	+115.8%	Q4 2020
BRK.ABerkshire Hathaway Inc	$1.51M	0.20%	Not reported	Not reported	Q1 2025
AMZNAmazon Com Inc	$1.47M	0.19%	0.00%	-10.1%	Q2 2023
VVisa Inc.	$1.38M	0.18%	0.00%	-6.6%	Q4 2020
AMDAdvanced Micro Devices Inc	$1.35M	0.18%	0.00%	-5.1%	Q2 2023
CMICummins Inc	$1.32M	0.17%	0.00%	-7.2%	Q4 2020
WMWaste Management Inc	$1.31M	0.17%	0.00%	-7.6%	Q4 2020
PHParker-Hannifin Corp	$1.3M	0.17%	0.00%	-6.2%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$1.29M	0.17%	0.00%	-7.5%	Q4 2020
INGING Groep NV	$1.26M	0.16%	0.00%	+665.4%	Q3 2025
ECLEcolab Inc.	$1.16M	0.15%	0.00%	-4.6%	Q4 2020
ADIAnalog Devices Inc	$1.15M	0.15%	0.00%	-6.4%	Q4 2020
HDHome Depot, Inc.	$1.11M	0.15%	0.00%	-4.6%	Q4 2020
GRMNGarmin Ltd	$1.09M	0.14%	0.00%	-5.9%	Q4 2020

Q3 2025Reported Oct 21, 2025430 positions
FLXRVW Win Century Inc.	$77.1M	10.72%	1.10%	+3.0%	Q2 2025
EMSFMedWellAI, Inc.	$13.4M	1.87%	Not reported	+3.6%	Q4 2023
MSFTMicrosoft Corp	$10.8M	1.50%	0.00%	-1.0%	Q3 2020
JPMJPMorgan Chase & Co	$8.61M	1.20%	0.00%	+29.3%	Q3 2021
ABBVAbbVie Inc.	$6.97M	0.97%	0.00%	+29.5%	Q2 2023
BNYBank of New York Mellon Corp	$6.69M	0.93%	0.01%	+30.0%	Q2 2025
WELLWelltower Inc.	$5.93M	0.82%	0.00%	+31.8%	Q1 2025
IBMInternational Business Machines Corp	$5.7M	0.79%	0.00%	+26.4%	Q1 2024
TRVTravelers Companies, Inc.	$5.65M	0.78%	0.01%	+29.1%	Q1 2025
CSCOCisco Systems, Inc.	$5.55M	0.77%	0.00%	+25.5%	Q4 2020
RTXRTX Corp	$4.93M	0.69%	0.00%	+30.1%	Q2 2023
NVDANvidia Corp	$4.74M	0.66%	0.00%	-2.6%	Q2 2023
PGPROCTER & GAMBLE Co	$4.54M	0.63%	0.00%	+30.3%	Q4 2021
AAPLApple Inc.	$4.53M	0.63%	0.00%	-9.4%	Q3 2020
MDTMedtronic plc	$4.46M	0.62%	0.00%	+23.4%	Q4 2020
NVSNovartis AG	$4.4M	0.61%	0.00%	+31.7%	Q2 2025
JNJJohnson & Johnson	$4.35M	0.60%	0.00%	+22.6%	Q3 2020
NTRSNorthern Trust Corp	$4.34M	0.60%	0.02%	+31.2%	Q2 2025
COSTCostco Wholesale Corp	$4.34M	0.60%	0.00%	-3.7%	Q3 2020
ROKRockwell Automation, Inc	$4.21M	0.58%	0.01%	+29.0%	Q2 2025
MRKMerck & Co., Inc.	$3.99M	0.55%	0.00%	+14.7%	Q4 2020
AEPAmerican Electric Power Co Inc	$3.79M	0.53%	0.01%	+30.9%	Q2 2025
CVXChevron Corp	$3.59M	0.50%	0.00%	+26.8%	Q1 2024
PRUPrudential Financial Inc	$3.45M	0.48%	0.01%	+31.1%	Q2 2025
FNDFSchwab Strategic Trust	$3.36M	0.47%	Not reported	-2.1%	Q3 2020
PEPPepsico Inc	$3.36M	0.47%	0.00%	+15.0%	Q2 2023
PFEPfizer Inc	$3.21M	0.45%	0.00%	+7.1%	Q4 2020
IWSImageware Systems Inc	$2.98M	0.41%	Not reported	-0.5%	Q3 2020
PLDPrologis, Inc.	$2.72M	0.38%	0.00%	+32.9%	Q2 2023
TTETotalEnergies SE	$2.43M	0.34%	0.00%	+34.3%	Q1 2025
UPSUnited Parcel Service Inc	$2.36M	0.33%	0.00%	+12.4%	Q2 2023
AREAlexandria Real Estate Equities, Inc.	$2.28M	0.32%	0.02%	+11.9%	Q1 2024
CMCSAComcast Corp	$2.24M	0.31%	0.00%	+8.6%	Q2 2023
GOOGAlphabet Inc.	$1.92M	0.27%	Not reported	-5.7%	Q4 2020
SUSASouthern USA Resources Inc.	$1.91M	0.26%	Not reported	-17.4%	Q3 2020
GOOGLAlphabet Inc.	$1.64M	0.23%	0.00%	-7.3%	Q2 2023
GSGoldman Sachs Group Inc	$1.62M	0.23%	0.00%	-5.2%	Q2 2022
AMZNAmazon Com Inc	$1.55M	0.22%	0.00%	+16.1%	Q2 2023
BRK.ABerkshire Hathaway Inc	$1.51M	0.21%	Not reported	Not reported	Q1 2025
CRMSalesforce, Inc.	$1.48M	0.21%	0.00%	-10.2%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$1.46M	0.20%	0.00%	-5.6%	Q4 2020
VVisa Inc.	$1.44M	0.20%	0.00%	-3.6%	Q4 2020
WMWaste Management Inc	$1.43M	0.20%	0.00%	-1.6%	Q4 2020
GRMNGarmin Ltd	$1.4M	0.19%	0.00%	-4.6%	Q4 2020
HDHome Depot, Inc.	$1.37M	0.19%	0.00%	+2.1%	Q4 2020
ETNEaton Corp plc	$1.28M	0.18%	0.00%	-2.9%	Q4 2020
ECLEcolab Inc.	$1.27M	0.18%	0.00%	-2.9%	Q4 2020
PHParker-Hannifin Corp	$1.2M	0.17%	0.00%	-4.0%	Q4 2020
CMICummins Inc	$1.18M	0.16%	0.00%	-6.1%	Q4 2020
BXBlackstone Inc.	$1.16M	0.16%	0.00%	-2.7%	Q4 2020

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