Pacific Point Advisors
Latest statistics and disclosures from Pacific Point Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, TSLA, AAPL, IAU, GOOG, and represent 28.45% of Pacific Point Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIL, AAPL, SGOV, BG, AAOI, WM, ETN, VSTS, SYK, SPYI.
- Started 21 new stock positions in CRWV, GEV, BG, V, USMV, LITE, MU, WM, MGC, BKLN. ABBV, AAOI, NET, RDDT, SGOV, SYK, SPYI, COHR, DC, MMIT, NEE.
- Reduced shares in these 10 stocks: QID, AMGN, GLD, , TSLA, ETHA, RMD, FI, NVO, BE.
- Sold out of its positions in AMGN, APLD, CHRW, FI, ETHA, MDLZ, NVO, ORCL, QID, RH. GRMN.
- Pacific Point Advisors was a net buyer of stock by $14M.
- Pacific Point Advisors has $187M in assets under management (AUM), dropping by 8.97%.
- Central Index Key (CIK): 0002056976
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Portfolio Holdings for Pacific Point Advisors
Pacific Point Advisors holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 15.4 | $29M | +18% | 314k | 91.38 |
|
| Tesla Motors (TSLA) | 3.9 | $7.4M | -15% | 16k | 449.72 |
|
| Apple (AAPL) | 3.5 | $6.5M | +50% | 24k | 271.86 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.0 | $5.6M | 69k | 81.17 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $5.0M | 16k | 313.79 |
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| Microsoft Corporation (MSFT) | 2.3 | $4.3M | +5% | 9.0k | 483.62 |
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| Hubbell (HUBB) | 1.9 | $3.6M | 8.1k | 444.11 |
|
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| Broadcom (AVGO) | 1.8 | $3.4M | +13% | 9.9k | 346.10 |
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| Intuit (INTU) | 1.8 | $3.4M | +5% | 5.1k | 662.42 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $2.8M | +2% | 9.3k | 303.89 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $2.6M | 51k | 50.29 |
|
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| Pepsi (PEP) | 1.3 | $2.5M | -2% | 18k | 143.52 |
|
| Amazon (AMZN) | 1.2 | $2.2M | +8% | 9.4k | 230.82 |
|
| O'reilly Automotive (ORLY) | 1.1 | $2.1M | 23k | 91.21 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.1 | $2.1M | NEW | 21k | 100.38 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $2.0M | -5% | 2.3k | 862.21 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $1.9M | -5% | 1.8k | 1069.86 |
|
| Arista Networks Com Shs (ANET) | 1.0 | $1.9M | -2% | 14k | 131.03 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.8M | +30% | 9.6k | 186.50 |
|
| Eaton Corp SHS (ETN) | 0.9 | $1.8M | +235% | 5.5k | 318.51 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.7M | 3.1k | 570.93 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.9 | $1.7M | +50% | 12k | 143.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.7M | +23% | 21k | 82.82 |
|
| Wal-Mart Stores (WMT) | 0.9 | $1.7M | -6% | 15k | 111.41 |
|
| Astera Labs (ALAB) | 0.9 | $1.7M | +17% | 10k | 166.36 |
|
| UnitedHealth (UNH) | 0.9 | $1.7M | -27% | 5.0k | 330.12 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $1.7M | 2.7k | 603.28 |
|
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| IDEXX Laboratories (IDXX) | 0.9 | $1.6M | -4% | 2.4k | 676.53 |
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| Ishares Tr Select Divid Etf (DVY) | 0.9 | $1.6M | 11k | 141.14 |
|
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| Spdr Series Trust State Street Spd (BILS) | 0.9 | $1.6M | +5% | 16k | 99.22 |
|
| Mettler-Toledo International (MTD) | 0.8 | $1.6M | -4% | 1.1k | 1394.19 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.5M | +14% | 1.4k | 1074.69 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.5M | 22k | 66.00 |
|
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| AmerisourceBergen (COR) | 0.8 | $1.5M | -3% | 4.3k | 337.78 |
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| Hershey Company (HSY) | 0.8 | $1.4M | -6% | 7.9k | 181.97 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.4M | 12k | 120.18 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.8 | $1.4M | NEW | 16k | 89.08 |
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| Vestis Corporation Com Shs (VSTS) | 0.8 | $1.4M | +603% | 215k | 6.67 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | +13% | 4.3k | 322.22 |
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| Applied Optoelectronics (AAOI) | 0.7 | $1.4M | NEW | 40k | 34.86 |
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| Ecolab (ECL) | 0.7 | $1.4M | -3% | 5.2k | 262.51 |
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| Rollins (ROL) | 0.7 | $1.4M | -3% | 23k | 60.02 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.7 | $1.3M | -4% | 20k | 68.11 |
|
| Tractor Supply Company (TSCO) | 0.7 | $1.3M | -4% | 27k | 50.01 |
|
| Colgate-Palmolive Company (CL) | 0.7 | $1.3M | -4% | 17k | 79.02 |
|
| Waste Management (WM) | 0.7 | $1.3M | NEW | 6.0k | 219.72 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.3M | -52% | 3.3k | 396.31 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.3M | -4% | 9.0k | 143.30 |
|
| Advanced Micro Devices (AMD) | 0.7 | $1.3M | +5% | 6.0k | 214.16 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $1.3M | 24k | 52.88 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $1.3M | -4% | 5.0k | 257.24 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $1.2M | +20% | 1.8k | 673.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.2M | 2.0k | 614.35 |
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| Stryker Corporation (SYK) | 0.6 | $1.2M | NEW | 3.3k | 351.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.2M | +60% | 1.9k | 627.14 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.6 | $1.2M | NEW | 22k | 52.53 |
|
| Reddit Cl A (RDDT) | 0.6 | $1.1M | NEW | 5.0k | 229.87 |
|
| Nextera Energy (NEE) | 0.6 | $1.1M | NEW | 14k | 80.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.1M | 9.2k | 123.26 |
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| AutoZone (AZO) | 0.6 | $1.1M | -2% | 330.00 | 3391.50 |
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| Church & Dwight (CHD) | 0.6 | $1.1M | -11% | 13k | 83.85 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.1M | +131% | 5.0k | 219.78 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.0M | +14% | 4.1k | 252.94 |
|
| Paychex (PAYX) | 0.5 | $1.0M | -15% | 9.1k | 112.18 |
|
| Meta Platforms Cl A (META) | 0.5 | $985k | -35% | 1.5k | 660.11 |
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| Ge Vernova (GEV) | 0.5 | $980k | NEW | 1.5k | 653.57 |
|
| FactSet Research Systems (FDS) | 0.5 | $961k | 3.3k | 290.19 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $960k | 8.0k | 120.34 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $942k | 5.5k | 171.18 |
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| Clorox Company (CLX) | 0.5 | $929k | -5% | 9.2k | 100.83 |
|
| Coherent Corp (COHR) | 0.5 | $923k | NEW | 5.0k | 184.57 |
|
| Caterpillar (CAT) | 0.5 | $922k | 1.6k | 572.87 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $894k | 1.9k | 473.30 |
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| Bank of America Corporation (BAC) | 0.5 | $881k | 16k | 55.00 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $874k | +7% | 3.4k | 257.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $874k | +7% | 1.3k | 685.01 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.5 | $869k | -50% | 10k | 86.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $841k | 4.0k | 212.07 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $808k | 2.5k | 323.01 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $789k | 4.1k | 190.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $767k | +44% | 2.5k | 313.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $703k | 1.5k | 468.76 |
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| Lumentum Hldgs (LITE) | 0.4 | $664k | NEW | 1.8k | 368.59 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $638k | 1.4k | 444.59 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $630k | 1.5k | 412.77 |
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| Union Pacific Corporation (UNP) | 0.3 | $618k | +5% | 2.7k | 231.32 |
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| Cloudflare Cl A Com (NET) | 0.3 | $592k | NEW | 3.0k | 197.15 |
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| Coreweave Com Cl A (CRWV) | 0.3 | $573k | NEW | 8.0k | 71.61 |
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| Micron Technology (MU) | 0.3 | $571k | NEW | 2.0k | 285.41 |
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| Axon Enterprise (AXON) | 0.3 | $568k | 1.0k | 567.93 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $566k | 5.0k | 113.10 |
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| Bristol Myers Squibb (BMY) | 0.3 | $529k | 9.8k | 53.94 |
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| Zoetis Cl A (ZTS) | 0.3 | $521k | 4.1k | 125.82 |
|
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| Thermo Fisher Scientific (TMO) | 0.3 | $520k | 897.00 | 579.45 |
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| Blackrock (BLK) | 0.3 | $504k | +7% | 471.00 | 1070.34 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $497k | 10k | 49.65 |
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| Teladoc (TDOC) | 0.3 | $490k | 70k | 7.00 |
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| Uber Technologies (UBER) | 0.2 | $409k | -28% | 5.0k | 81.71 |
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| Chevron Corporation (CVX) | 0.2 | $408k | +59% | 2.7k | 152.41 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $397k | 3.0k | 132.37 |
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| Cisco Systems (CSCO) | 0.2 | $379k | +3% | 4.9k | 77.03 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $377k | +31% | 2.1k | 183.40 |
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| TJX Companies (TJX) | 0.2 | $371k | +39% | 2.4k | 153.61 |
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| Yum! Brands (YUM) | 0.2 | $370k | 2.4k | 151.28 |
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| ResMed (RMD) | 0.2 | $365k | -75% | 1.5k | 240.88 |
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| Home Depot (HD) | 0.2 | $359k | +6% | 1.0k | 344.23 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $358k | 2.3k | 154.14 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $358k | 4.5k | 78.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $357k | 710.00 | 502.65 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $341k | +9% | 1.5k | 227.51 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $339k | 1.5k | 226.14 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $339k | 4.3k | 79.73 |
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| International Business Machines (IBM) | 0.2 | $338k | 1.1k | 296.21 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.2 | $333k | NEW | 14k | 24.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $325k | 970.00 | 335.20 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $320k | 13k | 24.04 |
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| Pfizer (PFE) | 0.2 | $309k | +3% | 12k | 24.90 |
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| Dakota Gold Corp (DC) | 0.2 | $302k | NEW | 53k | 5.68 |
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| McDonald's Corporation (MCD) | 0.2 | $301k | +30% | 984.00 | 305.49 |
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| Booking Holdings (BKNG) | 0.2 | $289k | -6% | 54.00 | 5355.33 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $270k | NEW | 1.1k | 251.17 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $264k | 1.9k | 139.16 |
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| Visa Com Cl A (V) | 0.1 | $252k | NEW | 717.00 | 350.89 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $250k | +4% | 1.3k | 191.63 |
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| Abbvie (ABBV) | 0.1 | $238k | NEW | 1.0k | 228.56 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $225k | 6.9k | 32.75 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $218k | NEW | 10k | 21.00 |
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| Albertsons Cos Common Stock (ACI) | 0.1 | $211k | 12k | 17.17 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $209k | 8.0k | 26.23 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $204k | NEW | 2.2k | 94.16 |
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| Gold Royalty Corp Common Shares (GROY) | 0.1 | $194k | 48k | 4.04 |
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| Krispy Kreme (DNUT) | 0.0 | $69k | 17k | 4.02 |
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Past Filings by Pacific Point Advisors
SEC 13F filings are viewable for Pacific Point Advisors going back to 2024
- Pacific Point Advisors 2025 Q4 filed Jan. 21, 2026
- Pacific Point Advisors 2025 Q3 filed Nov. 6, 2025
- Pacific Point Advisors 2025 Q2 filed July 18, 2025
- Pacific Point Advisors 2025 Q1 filed April 29, 2025
- Pacific Point Advisors 2024 Q4 filed Feb. 18, 2025