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Pacific Point Advisors - Q2 2026 13F Filings

PA

Pacific Point Advisors, LLC

CIK: 0002056976
Address: California San Diego 12626 High Bluff Drive Suite 200
$218.95 M
Portfolio Value
129
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IVV Ishares Core S&P 500 Etf
+$5.74 M
2. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$2.89 M
3. SITM Sitime Corporation
+$2.24 M
4. SIMO Silicon Motion Technology Corporation
+$2 M
5. SCHF Schwab International Equity Etf
+$1.8 M

Top Sells

Q2 2026
1. SNDK Sandisk Corporation
−$2.27 M
2. MU Micron Technology
−$1.73 M
3. TSM Taiwan Semiconductor Manufacturing Company Limited
−$1.73 M
4. HSY The Hershey Company
−$1.62 M
5. RDDT Reddit
−$1.21 M

Asset Allocation

Stocks/ETFs
+15.53%
$218.95 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Pacific Point Advisors Q2 2026 Filing Summary

Pacific Point Advisors, LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 218.95 M reflecting a +15.53% change from the prior quarter, spanning 129 assets. The top 10 holdings comprised 39.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 14 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Pacific Point Advisors’s Q2 2026 Filing

Pacific Point Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Pacific Point Advisors reported a managed portfolio value of 218.95 M, consisting of 129 individual positions.

This page displays the raw filing documents. To see which stocks Pacific Point Advisors bought or sold during Q2 2026, please visit Pacific Point Advisors's Portfolio Analysis page.