Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Point Advisors, LLC (CIK 2056976) reported $189.5M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($35.5M, 18.72%), AAPL ($6.2M, 3.25%), TSLA ($6.1M, 3.21%), IAU ($6.1M, 3.20%), GOOG ($4.6M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $35.5M | 18.72% | 387,247 | Added |
| 2 | AAPL | APPLE INC | $6.2M | 3.25% | 24,266 | Added |
| 3 | TSLA | TESLA INC | $6.1M | 3.21% | 16,368 | Added |
| 4 | IAU | ISHARES GOLD TR | $6.1M | 3.20% | 68,862 | Hold |
| 5 | GOOG | ALPHABET INC | $4.6M | 2.41% | 15,945 | Trimmed |
| 6 | HUBB | HUBBELL INC | $4.0M | 2.10% | 8,105 | Added |
| 7 | MSFT | MICROSOFT CORP | $3.4M | 1.78% | 9,100 | Added |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.1M | 1.66% | 9,292 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $2.8M | 1.48% | 6,516 | Added |
| 10 | PEP | PEPSICO INC | $2.7M | 1.44% | 17,574 | Added |
| 11 | ASML | ASML HLDG NV | $2.3M | 1.23% | 1,759 | Added |
| 12 | INTU | INTUIT | $2.3M | 1.23% | 5,396 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $2.3M | 1.22% | 2,330 | Added |
| 14 | LITE | LUMENTUM HLDGS INC | $2.1M | 1.11% | 3,000 | Added |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | $2.1M | 1.11% | 22,803 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $2.1M | 1.10% | 10,003 | Added |
| 17 | BG | BUNGE GLOBAL SA | $2.1M | 1.08% | 16,117 | Hold |
| 18 | ETN | EATON CORP PLC | $2.0M | 1.05% | 5,549 | Added |
| 19 | BE | BLOOM ENERGY CORP | $1.9M | 1.00% | 14,000 | Added |
| 20 | AVGO | BROADCOM INC | $1.9M | 1.00% | 6,122 | Trimmed |
| 21 | WMT | WALMART INC | $1.9M | 0.99% | 15,122 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $1.8M | 0.95% | 10,313 | Added |
| 23 | SGOV | ISHARES TR | $1.8M | 0.95% | 17,857 | Trimmed |
| 24 | ANET | ARISTA NETWORKS INC | $1.7M | 0.92% | 14,246 | Trimmed |
| 25 | DVY | ISHARES TR | $1.7M | 0.91% | 11,383 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31