PACIFIC POINT ADVISORS, LLC 13F Portfolio
PACIFIC POINT ADVISORS, LLC runs PACIFIC POINT ADVISORS, LLC and currently holds 129 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $218.95M. Their top holdings are BIL, IVV, TSLA, AAPL, GOOG. The top five represent 29.7% of reported portfolio weight. PACIFIC POINT ADVISORS, LLC ranks #793 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PACIFIC POINT ADVISORS, LLC initiated 7 new positions. They added to 36 existing positions. They trimmed 41 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$218.95M
Alpha Score
27.6
#793 of 1000
Holdings
129
PACIFIC POINT ADVISORS, LLC Current 13F Holdings
Reported holdings from PACIFIC POINT ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
129 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BIL SPDR SERIES TRUST | 17.53% | $91.57 | $91.50 | -0.08% | Added +8.15% |
IVV ISHARES TR | 3.31% | $718.28 | $781.99 | +8.87% | Added +382.20% |
TSLA TESLA INC | 3.21% | $404.15 | $382.70 | -5.31% | Added +2.14% |
AAPL APPLE INC | 3.17% | $257.53 | $336.68 | +30.73% | Trimmed -1.22% |
GOOG ALPHABET INC | 2.46% | $189.51 | $347.86 | +83.56% | Trimmed -4.47% |
HUBB HUBBELL INC | 1.94% | $418.96 | $473.84 | +13.10% | Added +0.06% |
AVGO BROADCOM INC | 1.86% | $316.11 | $361.54 | +14.37% | Added +75.92% |
MU MICRON TECHNOLOGY INC | 1.85% | $316.87 | $1,029.00 | +224.74% | Trimmed -30.00% |
ALAB ASTERA LABS INC | 1.76% | $108.26 | $342.21 | +216.10% | Trimmed -20.00% |
BE BLOOM ENERGY CORP | 1.66% | $55.80 | $280.18 | +402.11% | Trimmed -14.29% |
Showing 1-10 of 129