StockDriftsStockDriftsTop 50 Pacific Point Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 17.53% | 418.8K | $38.4M | +8.15%(+31.57K) | $91.59(-0.11%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.31% | 9.7K | $7.2M | +382.20%(+7.67K) | $675.77(+15.03%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.21% | 16.7K | $7.0M | +2.14%(+350) | $334.00(-0.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.17% | 24.0K | $6.9M | -1.22%(-296) | $243.12(+26.14%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.46% | 15.2K | $5.4M | -4.47%(-712) | $183.70(+90.79%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.4% | 69.5K | $5.2M | +0.95%(+652) | $49.89(+65.83%) | 2026-06-30 | |
| HUBB | HUBBELL INC | 1.94% | 8.1K | $4.2M | +0.06%(+5) | $423.67(+21.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.86% | 10.8K | $4.1M | +75.92%(+4.65K) | $279.54(+50.37%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.85% | 3.5K | $4.0M | -30.00%(-1.50K) | $277.52(+210.62%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 1.76% | 8.0K | $3.9M | -20.00%(-2.00K) | $102.36(+207.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.01% |
Pacific Point Advisors, LLC reports $218.95M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are BIL (17.5%), IVV (3.3%) and TSLA (3.2%). The top 20 holdings account for 52.46% of reported assets. Its disclosed equity book has returned +19.77% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacific Point Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056976). View Pacific Point Advisors, LLC’s 13F filings on SEC