Pacific Point Advisors, LLC

Est. AUM

$189.5M

13F long equity, this entity only

Positions

133

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$35.5M	387247	18.72%	SOLE
2	APPLE INC	COM	$6.2M	24266	3.25%	SOLE
3	TESLA INC	COM	$6.1M	16368	3.21%	SOLE
4	ISHARES GOLD TR	ISHARES NEW	$6.1M	68862	3.20%	SOLE
5	ALPHABET INC	CAP STK CL C	$4.6M	15945	2.41%	SOLE
6	HUBBELL INC	COM	$4.0M	8105	2.10%	SOLE
7	MICROSOFT CORP	COM	$3.4M	9100	1.78%	SOLE
8	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.1M	9292	1.66%	SOLE
9	SPDR GOLD TR	GOLD SHS	$2.8M	6516	1.48%	SOLE
10	PEPSICO INC	COM	$2.7M	17574	1.44%	SOLE
11	INTUIT	COM	$2.3M	5396	1.23%	SOLE
12	ASML HLDG NV	N Y REGISTRY SHS	$2.3M	1759	1.23%	SOLE
13	COSTCO WHOLESALE CORPORATION	COM	$2.3M	2330	1.22%	SOLE
14	LUMENTUM HLDGS INC	COM	$2.1M	3000	1.11%	SOLE
15	OREILLY AUTOMOTIVE INC	COM	$2.1M	22803	1.11%	SOLE
16	AMAZON COM INC	COM	$2.1M	10003	1.10%	SOLE
17	BUNGE GLOBAL SA	COM SHS	$2.0M	16117	1.08%	SOLE
18	EATON CORP PLC	SHS	$2.0M	5549	1.05%	SOLE
19	BLOOM ENERGY CORP	COM CL A	$1.9M	14000	1.00%	SOLE
20	BROADCOM INC	COM	$1.9M	6122	1.00%	SOLE
21	WALMART INC	COM	$1.9M	15122	0.99%	SOLE
22	NVIDIA CORPORATION	COM	$1.8M	10313	0.95%	SOLE
23	ISHARES TR	0-3 MNTH TREASRY	$1.8M	17857	0.95%	SOLE
24	ARISTA NETWORKS INC	COM SHS	$1.7M	14246	0.92%	SOLE
25	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.7M	34678	0.91%	SOLE
26	ISHARES TR	SELECT DIVID ETF	$1.7M	11383	0.91%	SOLE
27	ISHARES TR	1 3 YR TREAS BD	$1.7M	20547	0.90%	SOLE
28	APPLIED OPTOELECTRONICS INC	COM	$1.7M	20000	0.89%	SOLE
29	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.7M	2742	0.89%	SOLE
30	MICRON TECHNOLOGY INC	COM	$1.7M	5000	0.89%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5101	0.86%	SOLE
32	HERSHEY CO	COM	$1.6M	7801	0.86%	SOLE
33	MASTERCARD INCORPORATED	CL A	$1.5M	3067	0.81%	SOLE
34	ISHARES TR	CORE S&P SCP ETF	$1.5M	11993	0.79%	SOLE
35	ISHARES TR	CORE S&P MCP ETF	$1.5M	21936	0.78%	SOLE
36	COLGATE PALMOLIVE CO	COM	$1.4M	16693	0.75%	SOLE
37	METTLER TOLEDO INTERNATIONAL	COM	$1.4M	1125	0.75%	SOLE
38	VESTIS CORPORATION	COM SHS	$1.4M	178277	0.74%	SOLE
39	WASTE MGMT INC DEL	COM	$1.4M	6052	0.73%	SOLE
40	EXXON MOBIL CORP	COM	$1.4M	8008	0.72%	SOLE
41	ECOLAB INC	COM	$1.4M	5097	0.72%	SOLE
42	CENCORA INC	COM	$1.4M	4301	0.71%	SOLE
43	IDEXX LABS INC	COM	$1.3M	2385	0.71%	SOLE
44	INVESCO QQQ TR	UNIT SER 1	$1.3M	2316	0.71%	SOLE
45	UNITEDHEALTH GROUP INC	COM	$1.3M	4937	0.70%	SOLE
46	PROCTER & GAMBLE CO	COM	$1.3M	9248	0.70%	SOLE
47	JPMORGAN CHASE & CO	COM	$1.3M	4492	0.70%	SOLE
48	NEXTERA ENERGY INC	COM	$1.3M	14208	0.70%	SOLE
49	ISHARES TR	CORE S&P500 ETF	$1.3M	2006	0.69%	SOLE
50	GE VERNOVA INC	COM	$1.3M	1500	0.69%	SOLE

1–50 of 133

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.