Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Pacific Point Advisors, LLC (CIK 2056976) reported $219.0M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIL ($38.4M, 17.53%), IVV ($7.2M, 3.31%), TSLA ($7.0M, 3.21%), AAPL ($6.9M, 3.17%), GOOG ($5.4M, 2.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSPDR SERIES TRUST$38.4M17.53%418,822Added
2IVVISHARES TR$7.2M3.31%9,673Added
3TSLATESLA INC$7.0M3.21%16,718Added
4AAPLAPPLE INC$6.9M3.17%23,970Trimmed
5GOOGALPHABET INC$5.4M2.46%15,233Trimmed
6IAUISHARES GOLD TR$5.2M2.40%69,514Added
7HUBBHUBBELL INC$4.2M1.94%8,110Added
8AVGOBROADCOM INC$4.1M1.86%10,770Added
9MUMICRON TECHNOLOGY INC$4.0M1.85%3,500Trimmed
10ALABASTERA LABS INC$3.9M1.76%8,000Trimmed
11BEBLOOM ENERGY CORP$3.6M1.66%12,000Trimmed
12MSFTMICROSOFT CORP$3.1M1.42%8,313Trimmed
13VSTSVESTIS CORPORATION$3.1M1.40%211,477Added
14ASMLASML HLDG NV$3.1M1.40%1,538Trimmed
15NVDANVIDIA CORPORATION$2.7M1.26%13,742Added
16TSMTAIWAN SEMICONDUCTOR MANUFAC$2.7M1.24%5,674Trimmed
17AAOIAPPLIED OPTOELECTRONICS INC$2.7M1.22%18,000Trimmed
18MDYSTATE STR SPDR S&P MIDCAP 40$2.5M1.14%3,553Added
19NEENEXTERA ENERGY INC$2.5M1.13%28,303Added
20GLDSPDR GOLD TR$2.4M1.10%6,516Hold
21LRCXLAM RESEARCH CORP$2.4M1.08%5,467Added
22AMDADVANCED MICRO DEVICES INC$2.3M1.06%4,012Added
23VTIVANGUARD INDEX FDS$2.3M1.05%6,235Added
24SNDKSANDISK CORP$2.3M1.04%1,000Trimmed
25JPMJPMORGAN CHASE & CO$2.3M1.03%6,874Added

Source: SEC Form 13F filings · as of 2026-06-30