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PACIFIC POINT ADVISORS, LLC 13F portfolio summary

PACIFIC POINT ADVISORS, LLC of PACIFIC POINT ADVISORS, LLC has 129 current stock holdings with a reported portfolio value of $219.0M. The portfolio 1 year return is +29.02%. Top holdings include BIL (17.53%), IVV (3.31%), TSLA (3.21%), AAPL (3.17%), GOOG (2.46%).

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PACIFIC POINT ADVISORS, LLC

PACIFIC POINT ADVISORS, LLC
Latest filing: 2026-06-30

PACIFIC POINT ADVISORS, LLC runs PACIFIC POINT ADVISORS, LLC and currently holds 129 stock positions, which is fewer than the average of 230 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 #792 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%.

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Top 5 Holdings
BIL17.5%
IVV3.3%
TSLA3.2%
AAPL3.2%
GOOG2.5%
Top 5: 29.7%
Portfolio Returns
1 Year
+29.02%
#386/1000
3 Year
+29.04%
#819/1000
5 Year
+29.04%
#811/1000

Portfolio Value

$218.95M

Alpha Score

27.6

#792 of 1000

Holdings

129

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129 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BIL
SPDR SERIES TRUST
17.53%$91.57$91.60+0.03%
Added
+8.15%
IVV
ISHARES TR
3.31%$718.28$769.30+7.10%
Added
+382.20%
TSLA
TESLA INC
3.21%$404.15$362.86-10.22%
Added
+2.14%
AAPL
APPLE INC
3.17%$257.53$309.35+20.12%
Trimmed
-1.22%
GOOG
ALPHABET INC
2.46%$189.51$341.75+80.33%
Trimmed
-4.47%
HUBB
HUBBELL INC
1.94%$418.96$470.10+12.21%
Added
+0.06%
AVGO
BROADCOM INC
1.86%$316.11$368.45+16.56%
Added
+75.92%
MU
MICRON TECHNOLOGY INC
1.85%$316.87$966.78+205.10%
Trimmed
-30.00%
ALAB
ASTERA LABS INC
1.76%$108.26$284.97+163.23%
Trimmed
-20.00%
BE
BLOOM ENERGY CORP
1.66%$55.80$201.42+260.97%
Trimmed
-14.29%

Showing 1-10 of 129