Sponsored

The Analysis of Pacific Point Advisors, LLC's Holdings & P&L

Currently, Pacific Point Advisors, LLC holds 133 types of securities in its portfolio with a total value $189.5M. In the most recent quarter, they have increased their positions in BIL (+72.9K shares, valued at $6.7M), GLD (+3.2K shares, valued at $1.4M), VTI (+4.1K shares, valued at $1.3M); decreased their positions in AAOI (-20.0K shares, valued at $1.7M), N/A (-3.8K shares, valued at $1.2M), AMD (-4.0K shares, valued at $807.0K); initiated new positions in SNDK (+2.0K shares, valued at $1.3M), IXUS (+13.5K shares, valued at $1.2M), PLTR (+5.0K shares, valued at $731.4K).

1M P&L

+6.0M+3.49%

3M P&L

+4.9M+2.88%

HY P&L

+9.6M+5.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A67.6M

42.5%

2Semiconductors8.1M

5.1%

3Consumer Electronics6.2M

3.9%

Top Industries by Stock Count

1N/A38 stocks

33.6%

2Semiconductors5 stocks

4.4%

3Household & Personal Products4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST387.2K shares23.20%2026-03-312026-05-04

AAPL APPLE INC24.3K shares1.86%2026-03-312026-05-04

TSLA TESLA INC16.4K shares0.14%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR68.9K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC15.9K shares-0.03%2026-03-312026-05-04

HUBBELL INC HUBBELL INC8.1K shares0.01%2026-03-312026-05-04

MSFT MICROSOFT CORP9.1K shares1.26%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC9.3K shares-0.55%2026-03-312026-05-04

Sponsored

GLD SPDR GOLD TR6.5K shares97.33%2026-03-312026-05-04

PEP PEPSICO INC17.6K shares0.18%2026-03-312026-05-04

INTU INTUIT5.4K shares5.82%2026-03-312026-05-04

ASML ASML HLDG NV1.8K shares0.29%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION2.3K shares2.64%2026-03-312026-05-04

LITE LUMENTUM HLDGS INC3.0K shares66.67%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC22.8K shares-0.24%2026-03-312026-05-04

AMZN AMAZON COM INC10.0K shares6.86%2026-03-312026-05-04

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA16.1K shares0.00%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC5.5K shares0.27%2026-03-312026-05-04

BE BLOOM ENERGY CORP14.0K shares40.00%2026-03-312026-05-04

BROADCOM INC BROADCOM INC6.1K shares-38.05%2026-03-312026-05-04

WMT WALMART INC15.1K shares-0.22%2026-03-312026-05-04

NVDA NVIDIA CORPORATION10.3K shares7.55%2026-03-312026-05-04

SGOV ISHARES TR17.9K shares-13.58%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC14.2K shares-0.45%2026-03-312026-05-04

Sponsored

VTEB VANGUARD MUN BD FDS34.7K shares-31.62%2026-03-312026-05-04

DVY ISHARES TR11.4K shares0.00%2026-03-312026-05-04

SHY ISHARES TR20.5K shares0.00%2026-03-312026-05-04

AAOI APPLIED OPTOELECTRONICS INC20.0K shares-50.00%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 402.7K shares0.00%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC5.0K shares150.00%2026-03-312026-05-04

VTI VANGUARD INDEX FDS5.1K shares425.88%2026-03-312026-05-04

HSY HERSHEY CO7.8K shares-1.81%2026-03-312026-05-04

Sponsored

MA MASTERCARD INCORPORATED3.1K shares0.29%2026-03-312026-05-04

IJR ISHARES TR12.0K shares0.00%2026-03-312026-05-04

IJH ISHARES TR21.9K shares-1.17%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO16.7K shares-0.63%2026-03-312026-05-04

MTD METTLER TOLEDO INTERNATIONAL1.1K shares0.18%2026-03-312026-05-04

VSTS VESTIS CORPORATION178.3K shares-16.96%2026-03-312026-05-04

WM WASTE MGMT INC DEL6.1K shares1.15%2026-03-312026-05-04

XOM EXXON MOBIL CORP8.0K shares0.44%2026-03-312026-05-04

Sponsored

ECL ECOLAB INC5.1K shares-1.53%2026-03-312026-05-04

CENCORA INC CENCORA INC4.3K shares-0.16%2026-03-312026-05-04

IDXX IDEXX LABS INC2.4K shares0.21%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR2.3K shares18.22%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC4.9K shares-1.81%2026-03-312026-05-04

PG PROCTER & GAMBLE CO9.2K shares2.81%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO4.5K shares3.38%2026-03-312026-05-04

NEE NEXTERA ENERGY INC14.2K shares-0.22%2026-03-312026-05-04

Sponsored

IVV ISHARES TR2.0K shares57.21%2026-03-312026-05-04

GEV GE VERNOVA INC1.5K shares0.00%2026-03-312026-05-04

LLY ELI LILLY & CO1.4K shares0.50%2026-03-312026-05-04

CHD CHURCH & DWIGHT CO INC13.7K shares4.55%2026-03-312026-05-04

IGSB ISHARES TR24.2K shares0.00%2026-03-312026-05-04

SNDK SANDISK CORP2.0K sharesnew addition2026-03-312026-05-04

RDDT REDDIT INC9.0K shares80.00%2026-03-312026-05-04

TSCO TRACTOR SUPPLY CO26.7K shares0.12%2026-03-312026-05-04

Sponsored

ROL ROLLINS INC22.5K shares-0.08%2026-03-312026-05-04

IXUS ISHARES TR13.5K sharesnew addition2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP5.4K shares-1.96%2026-03-312026-05-04

CAT CATERPILLAR INC1.6K shares0.25%2026-03-312026-05-04

SYK STRYKER CORPORATION3.4K shares0.78%2026-03-312026-05-04

ALAB ASTERA LABS INC10.0K shares0.00%2026-03-312026-05-04

AZO AUTOZONE INC321 shares-2.73%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN5.2K shares5.23%2026-03-312026-05-04

Sponsored

IVW ISHARES TR9.2K shares0.00%2026-03-312026-05-04

CLX CLOROX CO DEL9.7K shares5.48%2026-03-312026-05-04

BILS SPDR SERIES TRUST10.0K shares-37.70%2026-03-312026-05-04

MKC MCCORMICK & CO INC19.4K shares-1.71%2026-03-312026-05-04

META META PLATFORMS INC1.7K shares14.14%2026-03-312026-05-04

PAYX PAYCHEX INC10.1K shares10.96%2026-03-312026-05-04

VB VANGUARD INDEX FDS3.4K shares-0.21%2026-03-312026-05-04

IVE ISHARES TR4.0K shares0.00%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC2.9K shares16.28%2026-03-312026-05-04

VTV VANGUARD INDEX FDS4.1K shares0.00%2026-03-312026-05-04

IWF ISHARES TR1.9K shares-0.90%2026-03-312026-05-04

IWO ISHARES TR2.5K shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP16.1K shares0.34%2026-03-312026-05-04

FDS FACTSET RESH SYS INC3.5K shares4.35%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC5.0K sharesnew addition2026-03-312026-05-04

UNP UNION PAC CORP2.6K shares-1.61%2026-03-312026-05-04

Sponsored

NET CLOUDFLARE INC3.0K shares0.00%2026-03-312026-05-04

COHERENT CORP COHERENT CORP2.5K shares-50.00%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO9.8K shares0.15%2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC1.4K shares0.00%2026-03-312026-05-04

MGK VANGUARD WORLD FD1.6K shares3.28%2026-03-312026-05-04

CELESTICA INC CELESTICA INC2.0K sharesnew addition2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II2.3K shares-44.54%2026-03-312026-05-04

ZTS ZOETIS INC4.2K shares1.76%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION2.4K shares-12.15%2026-03-312026-05-04

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC6.0K sharesnew addition2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC473 shares0.42%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS2.1K shares-57.63%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC904 shares0.78%2026-03-312026-05-04

CSCO CISCO SYS INC5.4K shares9.08%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC2.0K shares-66.09%2026-03-312026-05-04

RTX RTX CORPORATION2.1K shares0.68%2026-03-312026-05-04

Sponsored

TJX TJX COS INC NEW2.4K shares1.33%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T594 sharesnew addition2026-03-312026-05-04

YUM YUM BRANDS INC2.4K shares0.00%2026-03-312026-05-04

ENPH ENPHASE ENERGY INC10.0K sharesnew addition2026-03-312026-05-04

HD HOME DEPOT INC1.1K shares10.06%2026-03-312026-05-04

GSLC GOLDMAN SACHS ETF TR3.0K shares0.00%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS4.5K shares0.00%2026-03-312026-05-04

VBIL VANGUARD INSTL INDEX FD4.7K sharesnew addition2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL722 shares1.69%2026-03-312026-05-04

RMD RESMED INC1.5K shares0.73%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR13.0K shares-2.64%2026-03-312026-05-04

MCD MCDONALDS CORP961 shares-2.34%2026-03-312026-05-04

VXUS VANGUARD STAR FDS3.9K sharesnew addition2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K shares13.26%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.88%2026-03-312026-05-04

Sponsored

SDY SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares-13.22%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC2.3K shares0.43%2026-03-312026-05-04

DC DAKOTA GOLD CORP53.0K shares-0.38%2026-03-312026-05-04

MGC VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR7.8K sharesnew addition2026-03-312026-05-04

MMIT NEW YORK LIFE INVTS ACTIVE E9.6K shares-29.81%2026-03-312026-05-04

ABBV ABBVIE INC1.1K shares1.44%2026-03-312026-05-04

Sponsored

UNFI UNITED NAT FOODS INC5.0K sharesnew addition2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC53 shares-1.85%2026-03-312026-05-04

V VISA INC731 shares1.95%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR6.4K shares-6.16%2026-03-312026-05-04

ACI ALBERTSONS COS INC12.3K shares0.00%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC3.5K sharesnew addition2026-03-312026-05-04

NSA NATIONAL STORAGE AFFILIATES5.4K sharesnew addition2026-03-312026-05-04

LINDE PLC LINDE PLC411 sharesnew addition2026-03-312026-05-04

Sponsored

USMV ISHARES TR2.2K shares0.00%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON821 sharesnew addition2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-05-04

GROY GOLD ROYALTY CORP48.0K shares0.00%2026-03-312026-05-04

DNUT KRISPY KREME INC17.1K shares0.00%2026-03-312026-05-04

BIL

SPDR SERIES TRUST

23.20%

Shares387.2K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.86%

Shares24.3K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

0.14%

Shares16.4K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

0.00%

Shares68.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-0.03%

Shares15.9K

Event2026-03-31

Filed2026-05-04

HUBBELL INC

0.01%

Shares8.1K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

1.26%

Shares9.1K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.55%

Shares9.3K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

97.33%

Shares6.5K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

0.18%

Shares17.6K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

5.82%

Shares5.4K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

0.29%

Shares1.8K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

2.64%

Shares2.3K

Event2026-03-31

Filed2026-05-04

LITE

LUMENTUM HLDGS INC

66.67%

Shares3.0K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

-0.24%

Shares22.8K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

6.86%

Shares10.0K

Event2026-03-31

Filed2026-05-04

BUNGE GLOBAL SA

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

0.27%

Shares5.5K

Event2026-03-31

Filed2026-05-04

BLOOM ENERGY CORP

40.00%

Shares14.0K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-38.05%

Shares6.1K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-0.22%

Shares15.1K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

7.55%

Shares10.3K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

-13.58%

Shares17.9K

Event2026-03-31

Filed2026-05-04

ARISTA NETWORKS INC

-0.45%

Shares14.2K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

-31.62%

Shares34.7K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

0.00%

Shares20.5K

Event2026-03-31

Filed2026-05-04

AAOI

APPLIED OPTOELECTRONICS INC

-50.00%

Shares20.0K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

150.00%

Shares5.0K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

425.88%

Shares5.1K

Event2026-03-31

Filed2026-05-04

HSY

HERSHEY CO

-1.81%

Shares7.8K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

0.29%

Shares3.1K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-1.17%

Shares21.9K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

-0.63%

Shares16.7K

Event2026-03-31

Filed2026-05-04

MTD

METTLER TOLEDO INTERNATIONAL

0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-04

VSTS

VESTIS CORPORATION

-16.96%

Shares178.3K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

1.15%

Shares6.1K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

0.44%

Shares8.0K

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

-1.53%

Shares5.1K

Event2026-03-31

Filed2026-05-04

CENCORA INC

-0.16%

Shares4.3K

Event2026-03-31

Filed2026-05-04

IDXX

IDEXX LABS INC

0.21%

Shares2.4K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

18.22%

Shares2.3K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-1.81%

Shares4.9K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

2.81%

Shares9.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

3.38%

Shares4.5K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-0.22%

Shares14.2K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

57.21%

Shares2.0K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.50%

Shares1.4K

Event2026-03-31

Filed2026-05-04

CHD

CHURCH & DWIGHT CO INC

4.55%

Shares13.7K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-04

SNDK

SANDISK CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

RDDT

REDDIT INC

80.00%

Shares9.0K

Event2026-03-31

Filed2026-05-04

TSCO

TRACTOR SUPPLY CO

0.12%

Shares26.7K

Event2026-03-31

Filed2026-05-04

ROL

ROLLINS INC

-0.08%

Shares22.5K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

New

Shares13.5K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

-1.96%

Shares5.4K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

0.25%

Shares1.6K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.78%

Shares3.4K

Event2026-03-31

Filed2026-05-04

ALAB

ASTERA LABS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

AZO

AUTOZONE INC

-2.73%

Shares321

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

5.23%

Shares5.2K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-04

CLX

CLOROX CO DEL

5.48%

Shares9.7K

Event2026-03-31

Filed2026-05-04

BILS

SPDR SERIES TRUST

-37.70%

Shares10.0K

Event2026-03-31

Filed2026-05-04

MKC

MCCORMICK & CO INC

-1.71%

Shares19.4K

Event2026-03-31

Filed2026-05-04