Arkolith/Funds/Pacifica Partners Inc.

Pacifica Partners Inc.

CIK 1799900
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Pacifica Partners Inc. holds a diversified book of 424 stocks worth $331.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Jack Henry & Associates Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 5% of the equity book.

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Use Arkolith to show Pacifica Partners Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
46
existing
Trimmed
95
reduced
Sold out
33
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
40%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

88% mapped to company sectors

Information Technology
29%
Financials
18%
ETF / fund or unclassified
12%
Industrials
10%
Materials
7%
Energy
6%
Consumer Discretionary
6%
Health Care
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

424 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL C
$18.2M51.0K
5.5%
−1.6%
Reduced · −836 sh
2Applied Matls Inc
COM
$17.9M29.6K
5.4%
−3.9%
Reduced · −1K sh
3Apple Inc
COM
$17.4M56.5K
5.3%
−1.4%
Reduced · −816 sh
4Lam Research Corp
COM NEW
$15.6M44.2K
4.7%
−3.7%
Reduced · −2K sh
5Advanced Micro Devices Inc
COM
$11.9M22.9K
3.6%
−25%
Reduced · −8K sh
6Ishares TR
TRUST ISHARE 0-1
$11.4M103.7K
3.4%
+35%
Added · +27K sh
7Amazon Com Inc
COM
$11.1M45.9K
3.4%
−2.0%
Reduced · −947 sh
8Microsoft Corp
COM
$11.0M28.2K
3.3%
+2.3%
Added · +631 sh
9Berkshire Hathaway Inc Del
CL B NEW
$8.7M17.1K
2.6%
−0.6%
Reduced · −107 sh
10Visa Inc
COM CL A
$8.4M23.2K
2.5%
−1.1%
Reduced · −267 sh
11JPMorgan Chase & Co.
COM
$8.3M24.8K
2.5%
−1.2%
Reduced · −295 sh
12Brookfield Corp
CL A LTD VT SH
$7.4M169.5K
2.2%
−1.0%
Reduced · −2K sh
13Royal BK Cda
COM
$7.3M35.8K
2.2%
−4.2%
Reduced · −2K sh
14Toronto Dominion BK Ont
COM NEW
$7.3M60.8K
2.2%
−1.6%
Reduced · −1K sh
15Canadian Nat Res Ltd
COM
$7.2M182.6K
2.2%
+2.5%
Added · +4K sh
16Pimco ETF TR
ACTIVE BD ETF
$6.1M66.8K
1.8%
−2.0%
Reduced · −1K sh
17Johnson & Johnson
COM
$5.8M22.0K
1.7%
−0.7%
Reduced · −164 sh
18Cameco Corp
COM
$5.7M59.7K
1.7%
−1.1%
Reduced · −665 sh
19Pepsico Inc
COM
$5.7M39.5K
1.7%
−1.2%
Reduced · −466 sh
20Suncor Energy Inc New
COM
$5.5M100.1K
1.7%
−1.8%
Reduced · −2K sh
21Bank America Corp
COM
$5.4M92.7K
1.6%
−1.4%
Reduced · −1K sh
22RTX Corporation
COM
$5.3M26.8K
1.6%
−0.6%
Reduced · −170 sh
23Kinder Morgan Inc Del
COM
$5.0M156.7K
1.5%
+4.0%
Added · +6K sh
24Walmart Inc
COM
$4.7M41.7K
1.4%
−1.1%
Reduced · −471 sh
25Barrick MNG Corp
COM SHS
$4.5M118.6K
1.4%
−1.4%
Reduced · −2K sh
26Cenovus Energy Inc
COM
$4.4M178.6K
1.3%
−2.2%
Reduced · −4K sh
27Wells Fargo Co New
COM
$4.2M49.1K
1.3%
+67%
Added · +20K sh
28Enbridge Inc
COM
$4.0M73.7K
1.2%
−0.8%
Reduced · −590 sh
29Cisco Sys Inc
COM
$3.7M33.2K
1.1%
−0.7%
Reduced · −225 sh
30Nvidia Corporation
COM
$3.6M18.7K
1.1%
+32%
Added · +5K sh
31Ishares TR
IBOXX INV CP ETF
$3.2M29.0K
1.0%
+0.5%
Added · +145 sh
32Ishares TR
CORE S&P500 ETF
$3.2M4.2K
1.0%
+4.0%
Added · +161 sh
33Canadian Natl Ry Co
COM
$2.7M22.3K
0.8%
−1.6%
Reduced · −370 sh
34Henry Jack & Assoc Inc
COM
$2.6M18.0K
0.8%
New
New position
35Vanguard Index FDS
TOTAL STK MKT
$2.6M7.2K
0.8%
+9.4%
Added · +618 sh
36Thermo Fisher Scientific Inc
COM
$2.6M4.9K
0.8%
+0.9%
Added · +45 sh
37Ciena Corp
COM NEW
$2.3M5.5K
0.7%
−54%
Reduced · −6K sh
38American Intl Group Inc
COM NEW
$2.2M28.3K
0.7%
+3.1%
Added · +850 sh
39Manulife Finl Corp
COM
$2.2M53.7K
0.7%
−2.1%
Reduced · −1K sh
40Nutrien Ltd
COM
$2.1M33.0K
0.6%
−0.6%
Reduced · −195 sh
41Freeport-McMoran Inc
CL B
$2.0M33.1K
0.6%
−2.3%
Reduced · −765 sh
42Boeing Co
COM
$1.8M7.9K
0.5%
+1.4%
Added · +113 sh
43Verizon Communications Inc
COM
$1.7M41.1K
0.5%
−1.3%
Reduced · −550 sh
44Mid-Amer Apt Cmntys Inc
COM
$1.6M11.6K
0.5%
Held
45Bank Nova Scotia Halifax
COM
$1.6M18.6K
0.5%
−0.6%
Reduced · −116 sh
46Telus Corporation
COM
$1.6M153.1K
0.5%
−3.5%
Reduced · −6K sh
47Mastercard Incorporated
CL A
$1.5M2.9K
0.5%
−2.0%
Reduced · −59 sh
48Teck Resources Ltd
CL B
$1.5M26.0K
0.5%
−2.8%
Reduced · −760 sh
49Unilever PLC
SPON ADR NEW
$1.5M24.4K
0.5%
+1.9%
Added · +465 sh
50Sanmina Corporation
COM
$1.5M6.8K
0.5%
−51%
Reduced · −7K sh
Showing 50 of 424 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026448$331.6M13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026474$301.2M13F-HR
Q4 2025Dec 31, 2025Jan 9, 2026458$225.1M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025520$279.5M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025547$246.4M13F-HR
Q1 2025Mar 31, 2025Apr 8, 2025540$219.1M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025507$231.4M13F-HR
Q3 2024Sep 30, 2024Oct 7, 2024532$242.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.