Pacific Point Advisors, LLC

13F filer · CIK 0002056976

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$219MU.S. long equity reported on 13F

Positions917 new · 14 closed

Net flow last quarter-$14.2MBuys minus sells

Top 10 positions weight21.7%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 24, 202691 positions
TSLATesla, Inc.	$7.03M	3.21%	0.00%	+2.1%	Q4 2024
AAPLApple Inc.	$6.94M	3.17%	0.00%	-1.2%	Q4 2024
GOOGAlphabet Inc.	$5.38M	2.46%	Not reported	-4.5%	Q4 2024
IAUIshares Gold Trust	$5.25M	2.40%	0.01%	+1.0%	Q4 2024
HUBBHubbell Inc	$4.24M	1.94%	0.02%	+0.1%	Q4 2024
AVGOBroadcom Inc.	$4.07M	1.86%	0.00%	+75.9%	Q4 2024
MUMicron Technology Inc	$4.04M	1.85%	0.00%	-30.0%	Q4 2025
ALABAstera Labs, Inc.	$3.86M	1.76%	0.00%	-20.0%	Q4 2024
BEBloom Energy Corp	$3.63M	1.66%	0.00%	-14.3%	Q2 2025
MSFTMicrosoft Corp	$3.1M	1.42%	0.00%	-8.7%	Q4 2024
VSTSVestis Corp	$3.07M	1.40%	0.16%	+18.6%	Q3 2025
ASMLAsml Holding NV	$3.06M	1.40%	0.00%	-12.6%	Q1 2025
NVDANvidia Corp	$2.75M	1.26%	0.00%	+33.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.71M	1.24%	0.00%	-38.9%	Q3 2025
AAOIApplied Optoelectronics, Inc.	$2.67M	1.22%	0.02%	-10.0%	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$2.5M	1.14%	Not reported	+29.6%	Q4 2024
NEENextera Energy Inc	$2.48M	1.13%	0.00%	+99.2%	Q4 2025
GLDSPDR Gold Trust	$2.4M	1.10%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$2.37M	1.08%	0.00%	+1.4%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.33M	1.06%	0.00%	+97.2%	Q4 2024
SNDKSandisk Corp	$2.27M	1.04%	0.00%	-50.0%	Q1 2026
COSTCostco Wholesale Corp	$2.26M	1.03%	0.00%	+3.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.25M	1.03%	0.00%	+53.0%	Q4 2024
AMZNAmazon Com Inc	$2.24M	1.02%	0.00%	-5.9%	Q4 2024
SITMSITIME Corp	$2.24M	1.02%	0.01%	New	Q2 2026
LITELumentum Holdings Inc.	$2.15M	0.98%	0.00%	-16.7%	Q4 2025
METAMeta Platforms, Inc.	$2.11M	0.96%	Not reported	+119.6%	Q4 2024
ANETArista Networks, Inc.	$2.1M	0.96%	0.00%	-13.1%	Q1 2025
SIMOSilicon Motion Technology CORP	$2M	0.91%	0.00%	New	Q2 2026
ETNEaton Corp plc	$1.96M	0.89%	0.00%	-17.3%	Q4 2024
ORLYO Reilly Automotive Inc	$1.86M	0.85%	0.00%	-11.3%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.85M	0.85%	Not reported	+8.6%	Q4 2024
GEVGE Vernova Inc.	$1.76M	0.80%	0.00%	Not reported	Q4 2025
BGBunge Global SA	$1.72M	0.79%	0.01%	Not reported	Q4 2024
CATCaterpillar Inc	$1.71M	0.78%	0.00%	-0.2%	Q4 2024
LLYELI LILLY & Co	$1.7M	0.78%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$1.5M	0.68%	0.00%	-12.6%	Q4 2024
UNHUnitedhealth Group Inc	$1.28M	0.59%	0.00%	-37.5%	Q4 2024
MXLMaxlinear, Inc	$1.28M	0.58%	0.01%	New	Q2 2026
GLWCorning Inc	$1.28M	0.58%	0.00%	New	Q2 2026
MAMastercard Inc	$1.27M	0.58%	0.00%	-19.4%	Q4 2024
PEPPepsico Inc	$1.22M	0.56%	0.00%	-48.7%	Q4 2024
XOMExxonMobil Holdings Corp	$1.09M	0.50%	0.00%	-0.3%	Q4 2024
GOOGLAlphabet Inc.	$1.02M	0.47%	0.00%	+0.4%	Q4 2024
COHRCoherent Corp.	$986K	0.45%	0.00%	Not reported	Q4 2025
IDXXIdexx Laboratories Inc	$971K	0.44%	0.00%	-22.7%	Q4 2024
CLColgate Palmolive Co	$954K	0.44%	0.00%	-37.7%	Q4 2024
WMWaste Management Inc	$932K	0.43%	0.00%	-30.9%	Q4 2025
CORCencora, Inc.	$929K	0.42%	0.00%	-23.7%	Q4 2024
BACBank of America Corp	$920K	0.42%	0.00%	+0.4%	Q4 2024

Q1 2026Reported May 4, 202698 positions
AAPLApple Inc.	$6.16M	3.25%	0.00%	+1.9%	Q4 2024
TSLATesla, Inc.	$6.08M	3.21%	0.00%	+0.1%	Q4 2024
IAUIshares Gold Trust	$6.07M	3.20%	0.01%	Not reported	Q4 2024
GOOGAlphabet Inc.	$4.57M	2.41%	Not reported	0.0%	Q4 2024
HUBBHubbell Inc	$3.98M	2.10%	0.02%	0.0%	Q4 2024
MSFTMicrosoft Corp	$3.37M	1.78%	0.00%	+1.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.14M	1.66%	0.00%	-0.6%	Q3 2025
GLDSPDR Gold Trust	$2.8M	1.48%	0.00%	+97.3%	Q4 2024
PEPPepsico Inc	$2.73M	1.44%	0.00%	+0.2%	Q4 2024
INTUIntuit Inc.	$2.33M	1.23%	0.00%	+5.8%	Q4 2024
ASMLAsml Holding NV	$2.32M	1.23%	0.00%	+0.3%	Q1 2025
COSTCostco Wholesale Corp	$2.32M	1.22%	0.00%	+2.6%	Q4 2024
LITELumentum Holdings Inc.	$2.11M	1.11%	0.00%	+66.7%	Q4 2025
ORLYO Reilly Automotive Inc	$2.1M	1.11%	0.00%	-0.2%	Q4 2024
AMZNAmazon Com Inc	$2.08M	1.10%	0.00%	+6.9%	Q4 2024
BGBunge Global SA	$2.05M	1.08%	0.01%	Not reported	Q4 2024
ETNEaton Corp plc	$1.98M	1.05%	0.00%	+0.3%	Q4 2024
BEBloom Energy Corp	$1.9M	1.00%	0.01%	+40.0%	Q2 2025
AVGOBroadcom Inc.	$1.89M	1.00%	0.00%	-38.1%	Q4 2024
WMTWalmart Inc.	$1.88M	0.99%	0.00%	-0.2%	Q4 2024
NVDANvidia Corp	$1.8M	0.95%	0.00%	+7.6%	Q4 2024
ANETArista Networks, Inc.	$1.75M	0.92%	0.00%	-0.5%	Q1 2025
AAOIApplied Optoelectronics, Inc.	$1.69M	0.89%	0.03%	-50.0%	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$1.69M	0.89%	Not reported	Not reported	Q4 2024
MUMicron Technology Inc	$1.69M	0.89%	0.00%	+150.0%	Q4 2025
HSYHershey Co	$1.62M	0.86%	0.00%	-1.8%	Q4 2024
MAMastercard Inc	$1.53M	0.81%	0.00%	+0.3%	Q4 2024
CLColgate Palmolive Co	$1.42M	0.75%	0.00%	-0.6%	Q4 2024
MTDMettler Toledo International Inc/	$1.42M	0.75%	0.01%	+0.2%	Q4 2024
VSTSVestis Corp	$1.4M	0.74%	0.14%	-17.0%	Q3 2025
WMWaste Management Inc	$1.39M	0.73%	0.00%	+1.2%	Q4 2025
XOMExxonMobil Holdings Corp	$1.36M	0.72%	0.00%	+0.4%	Q4 2024
ECLEcolab Inc.	$1.36M	0.72%	0.00%	-1.5%	Q3 2025
CORCencora, Inc.	$1.35M	0.71%	0.00%	-0.2%	Q4 2024
IDXXIdexx Laboratories Inc	$1.34M	0.71%	0.00%	+0.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.34M	0.71%	Not reported	+18.2%	Q4 2024
UNHUnitedhealth Group Inc	$1.34M	0.70%	0.00%	-1.8%	Q4 2024
PGPROCTER & GAMBLE Co	$1.34M	0.70%	0.00%	+2.8%	Q4 2024
JPMJPMorgan Chase & Co	$1.32M	0.70%	0.00%	+3.4%	Q4 2024
NEENextera Energy Inc	$1.32M	0.70%	0.00%	-0.2%	Q4 2025
GEVGE Vernova Inc.	$1.31M	0.69%	0.00%	Not reported	Q4 2025
LLYELI LILLY & Co	$1.31M	0.69%	0.00%	+0.5%	Q4 2024
CHDChurch & Dwight Co Inc	$1.28M	0.67%	0.01%	+4.6%	Q4 2024
SNDKSandisk Corp	$1.27M	0.67%	0.00%	New	Q1 2026
RDDTReddit, Inc.	$1.21M	0.64%	Not reported	+80.0%	Q4 2025
TSCOTractor Supply Co	$1.21M	0.64%	0.01%	+0.1%	Q4 2024
ROLRollins Inc	$1.2M	0.63%	0.00%	-0.1%	Q4 2024
LRCXLam Research Corp	$1.15M	0.61%	0.00%	-2.0%	Q4 2024
CATCaterpillar Inc	$1.14M	0.60%	0.00%	+0.3%	Q4 2024
SYKStryker Corp	$1.11M	0.58%	0.00%	+0.8%	Q4 2025

Q4 2025Reported Jan 21, 202698 positions
TSLATesla, Inc.	$7.35M	3.93%	0.00%	-15.5%	Q4 2024
AAPLApple Inc.	$6.48M	3.47%	0.00%	+50.2%	Q4 2024
IAUIshares Gold Trust	$5.59M	2.99%	0.01%	Not reported	Q4 2024
GOOGAlphabet Inc.	$5M	2.68%	Not reported	-1.5%	Q4 2024
MSFTMicrosoft Corp	$4.35M	2.33%	0.00%	+5.5%	Q4 2024
HUBBHubbell Inc	$3.6M	1.93%	0.02%	Not reported	Q4 2024
AVGOBroadcom Inc.	$3.42M	1.83%	0.00%	+13.9%	Q4 2024
INTUIntuit Inc.	$3.38M	1.81%	0.00%	+5.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.84M	1.52%	0.00%	+2.4%	Q3 2025
PEPPepsico Inc	$2.52M	1.35%	0.00%	-2.7%	Q4 2024
AMZNAmazon Com Inc	$2.16M	1.16%	0.00%	+8.3%	Q4 2024
ORLYO Reilly Automotive Inc	$2.08M	1.12%	0.00%	-1.3%	Q4 2024
COSTCostco Wholesale Corp	$1.96M	1.05%	0.00%	-5.2%	Q4 2024
ASMLAsml Holding NV	$1.88M	1.00%	0.00%	-5.1%	Q1 2025
ANETArista Networks, Inc.	$1.88M	1.00%	0.00%	-2.0%	Q1 2025
NVDANvidia Corp	$1.79M	0.96%	0.00%	+30.7%	Q4 2024
ETNEaton Corp plc	$1.76M	0.94%	0.00%	+235.4%	Q4 2024
MAMastercard Inc	$1.75M	0.93%	0.00%	-0.3%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$1.73M	0.92%	0.01%	+50.0%	Q3 2025
WMTWalmart Inc.	$1.69M	0.90%	0.00%	-6.1%	Q4 2024
ALABAstera Labs, Inc.	$1.66M	0.89%	0.01%	+17.7%	Q4 2024
UNHUnitedhealth Group Inc	$1.66M	0.89%	0.00%	-27.6%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.65M	0.89%	Not reported	Not reported	Q4 2024
IDXXIdexx Laboratories Inc	$1.61M	0.86%	0.00%	-4.1%	Q4 2024
MTDMettler Toledo International Inc/	$1.57M	0.84%	0.01%	-4.2%	Q4 2024
LLYELI LILLY & Co	$1.52M	0.81%	0.00%	+14.0%	Q4 2024
CORCencora, Inc.	$1.46M	0.78%	0.00%	-3.6%	Q4 2024
HSYHershey Co	$1.45M	0.77%	0.00%	-6.4%	Q4 2024
BGBunge Global SA	$1.44M	0.77%	0.01%	Not reported	Q4 2024
VSTSVestis Corp	$1.43M	0.77%	0.16%	+603.8%	Q3 2025
JPMJPMorgan Chase & Co	$1.4M	0.75%	0.00%	+13.7%	Q4 2024
AAOIApplied Optoelectronics, Inc.	$1.39M	0.75%	0.05%	New	Q4 2025
ECLEcolab Inc.	$1.36M	0.73%	0.00%	-3.2%	Q3 2025
ROLRollins Inc	$1.35M	0.72%	0.00%	-3.2%	Q4 2024
MKCMccormick & Co Inc	$1.35M	0.72%	Not reported	-4.3%	Q4 2024
TSCOTractor Supply Co	$1.33M	0.71%	0.01%	-4.3%	Q4 2024
CLColgate Palmolive Co	$1.33M	0.71%	0.00%	-4.0%	Q4 2024
WMWaste Management Inc	$1.31M	0.70%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$1.31M	0.70%	0.00%	-52.5%	Q4 2024
PGPROCTER & GAMBLE Co	$1.29M	0.69%	0.00%	-4.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.29M	0.69%	0.00%	+5.4%	Q4 2024
ADPAutomatic Data Processing Inc	$1.27M	0.68%	0.00%	-4.6%	Q4 2024
APPAppLovin Corp	$1.21M	0.65%	0.00%	+20.0%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$1.2M	0.64%	Not reported	+0.4%	Q4 2024
SYKStryker Corp	$1.18M	0.63%	0.00%	New	Q4 2025
RDDTReddit, Inc.	$1.15M	0.62%	Not reported	New	Q4 2025
NEENextera Energy Inc	$1.14M	0.61%	0.00%	New	Q4 2025
AZOAutozone Inc	$1.12M	0.60%	0.00%	-2.9%	Q4 2024
CHDChurch & Dwight Co Inc	$1.1M	0.59%	0.01%	-11.3%	Q4 2024
PAYXPaychex Inc	$1.02M	0.55%	0.00%	-15.5%	Q4 2024

Q3 2025Reported Nov 6, 202593 positions
TSLATesla, Inc.	$8.6M	5.02%	0.00%	Not reported	Q4 2024
IAUIshares Gold Trust	$5.01M	2.92%	0.01%	Not reported	Q4 2024
MSFTMicrosoft Corp	$4.41M	2.57%	0.00%	-23.0%	Q4 2024
AAPLApple Inc.	$4.04M	2.36%	0.00%	+6.6%	Q4 2024
GOOGAlphabet Inc.	$3.94M	2.30%	Not reported	-2.9%	Q4 2024
HUBBHubbell Inc	$3.49M	2.03%	0.02%	Not reported	Q4 2024
INTUIntuit Inc.	$3.3M	1.92%	0.00%	-11.1%	Q4 2024
AVGOBroadcom Inc.	$2.86M	1.67%	0.00%	+13.5%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.55M	1.49%	0.00%	New	Q3 2025
PEPPepsico Inc	$2.53M	1.48%	0.00%	-1.4%	Q4 2024
ORLYO Reilly Automotive Inc	$2.5M	1.46%	0.00%	-2.0%	Q4 2024
GLDSPDR Gold Trust	$2.47M	1.44%	0.00%	+9.9%	Q4 2024
UNHUnitedhealth Group Inc	$2.4M	1.40%	0.00%	+34.9%	Q4 2024
COSTCostco Wholesale Corp	$2.22M	1.29%	0.00%	-0.1%	Q4 2024
ANETArista Networks, Inc.	$2.13M	1.24%	0.00%	-26.1%	Q1 2025
AMZNAmazon Com Inc	$1.9M	1.11%	0.00%	+232.2%	Q4 2024
ASMLAsml Holding NV	$1.79M	1.04%	0.00%	-17.2%	Q1 2025
MAMastercard Inc	$1.74M	1.02%	0.00%	+0.7%	Q4 2024
RMDResmed Inc	$1.71M	1.00%	0.00%	+0.3%	Q4 2024
BEBloom Energy Corp	$1.69M	0.99%	0.01%	-33.3%	Q2 2025
METAMeta Platforms, Inc.	$1.69M	0.99%	Not reported	+0.4%	Q4 2024
ALABAstera Labs, Inc.	$1.66M	0.97%	0.01%	-15.0%	Q4 2024
WMTWalmart Inc.	$1.66M	0.97%	0.00%	+1.3%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.63M	0.95%	Not reported	Not reported	Q4 2024
HSYHershey Co	$1.59M	0.93%	0.00%	-13.3%	Q4 2024
IDXXIdexx Laboratories Inc	$1.59M	0.93%	0.00%	-31.7%	Q4 2024
TSCOTractor Supply Co	$1.58M	0.92%	0.01%	+1.8%	Q4 2024
AMGNAmgen Inc	$1.53M	0.89%	0.00%	+1.7%	Q4 2024
ADPAutomatic Data Processing Inc	$1.52M	0.89%	0.00%	+2.0%	Q4 2024
ECLEcolab Inc.	$1.46M	0.85%	0.00%	New	Q3 2025
AZOAutozone Inc	$1.46M	0.85%	0.00%	-21.8%	Q4 2024
PGPROCTER & GAMBLE Co	$1.45M	0.85%	0.00%	+2.2%	Q4 2024
MTDMettler Toledo International Inc/	$1.44M	0.84%	0.01%	+1.8%	Q4 2024
ORCLOracle Corp	$1.41M	0.82%	0.00%	New	Q3 2025
CLColgate Palmolive Co	$1.4M	0.82%	0.00%	+2.5%	Q4 2024
CORCencora, Inc.	$1.4M	0.81%	0.00%	-24.6%	Q4 2024
MKCMccormick & Co Inc	$1.38M	0.81%	Not reported	+2.5%	Q4 2024
NVDANvidia Corp	$1.37M	0.80%	0.00%	+4.8%	Q4 2024
ROLRollins Inc	$1.37M	0.80%	0.00%	-22.7%	Q4 2024
PAYXPaychex Inc	$1.37M	0.80%	0.00%	+3.3%	Q4 2024
CHDChurch & Dwight Co Inc	$1.29M	0.75%	0.01%	+5.0%	Q4 2024
ETHAiShares Ethereum Trust ETF	$1.26M	0.74%	0.01%	New	Q3 2025
JPMJPMorgan Chase & Co	$1.21M	0.70%	0.00%	Not reported	Q4 2024
CLXClorox Co	$1.2M	0.70%	0.01%	+0.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.17M	0.68%	Not reported	+9.7%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$1.16M	0.68%	0.00%	New	Q3 2025
APPAppLovin Corp	$1.08M	0.63%	0.00%	Not reported	Q1 2025
FISVFiserv Inc	$1.06M	0.62%	0.00%	+14.5%	Q4 2024
NVONovo Nordisk A S	$1.01M	0.59%	Not reported	+3.7%	Q4 2024
LLYELI LILLY & Co	$945K	0.55%	0.00%	+0.3%	Q4 2024

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