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PACIFIC POINT ADVISORS, LLC 13F portfolio summary

PACIFIC POINT ADVISORS, LLC of PACIFIC POINT ADVISORS, LLC has 133 current stock holdings with a reported portfolio value of $189.5M. The portfolio 1 year return is +14.91%. Top holdings include QQQ (0.00%), SPY (0.00%), BSV (0.00%), BIL (18.93%), AAPL (3.29%).

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PACIFIC POINT ADVISORS, LLC

PACIFIC POINT ADVISORS, LLC
Latest filing: 2026-03-31

PACIFIC POINT ADVISORS, LLC runs PACIFIC POINT ADVISORS, LLC and currently holds 133 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $189.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PACIFIC POINT ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PACIFIC POINT ADVISORS, LLC's portfolio at PACIFIC POINT ADVISORS, LLC has delivered returns of +14.91%. Their 3-year annualized return is +11.07%. Looking at the 5-year horizon, PACIFIC POINT ADVISORS, LLC has achieved +11.07% annualized returns at PACIFIC POINT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.91%
#0/1000
3 Year
+11.07%
#0/1000
5 Year
+11.07%
#0/1000

Portfolio Value

$189.52M

Alpha Score

10.7

#0 of 1000

Holdings

133

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change