13F

Investor

Pacific Point Advisors, LLC

CIK 0002056976 · filed 2026-05-04 · SEC filing

13F book

$189.5M

Positions

133

15 new · 14 sold

Largest name

18.7%

Spdr Series Trust

Est. mark

−$1.87M

Price effect on 118 names still held. Flow $4.59M.
NameTickerSharesValueWeightEst. markChange
Spdr Series Trust387.2K$35.5M18.7%$81.7KAdded$6.76M
Apple Inc.AAPL24.3K$6.16M3.2%−$430.4KAdded−$317.7K
Tesla, Inc.TSLA16.4K$6.08M3.2%−$1.27MAdded−$1.27M
Ishares Gold Tr68.9K$6.07M3.2%$481.3KHeld
Alphabet Inc15.9K$4.57M2.4%−$429.5KCut−$430.8K
Hubbell IncHUBB8.11K$3.98M2.1%$377.9KAdded$378.4K
Microsoft CorpMSFT9.1K$3.37M1.8%−$1.02MAdded−$977.9K
Taiwan Semiconductor Mfg Ltd9.29K$3.14M1.7%$316.5KCut$301K
Spdr Gold Tr6.52K$2.8M1.5%$112.2KAdded$1.5M
Pepsico IncPEP17.6K$2.73M1.4%$206.6KAdded$211.5K
Intuit Inc.INTU5.4K$2.33M1.2%−$1.17MAdded−$1.04M
Asml Holding N V1.76K$2.32M1.2%$440.2KAdded$446.8K
Costco Whsl Corp New2.33K$2.32M1.2%$304.4KAdded$364.2K
Lumentum Hldgs Inc3K$2.11M1.1%$601.5KAdded$1.44M
Oreilly Automotive Inc22.8K$2.1M1.1%$25.1KCut$20.2K
Amazon Com IncAMZN10K$2.08M1.1%−$211.1KAdded−$77.4K
Bunge Global SaBG16.1K$2.05M1.1%$614.4KHeld
Eaton Corp PlcETN5.55K$1.98M1.0%$216.7KAdded$222.1K
Bloom Energy CorpBE14K$1.9M1.0%$486KAdded$1.03M
Broadcom Inc.AVGO6.12K$1.89M1.0%−$224KCut−$1.53M
Walmart Inc.WMT15.1K$1.88M1.0%$194.5KCut$190.8K
Nvidia CorpNVDA10.3K$1.8M0.9%−$116KAdded$10.2K
Ishares 0-3 Month17.9K$1.8M0.9%$5.03KCut−$276.6K
Arista Networks, Inc.ANET14.2K$1.75M0.9%−$117.5KCut−$126K
Vanguard Mun Bd Fds34.7K$1.73M0.9%−$13.9KCut−$820.1K
Ishares Tr11.4K$1.72M0.9%$116.9KHeld
Ishares Tr20.5K$1.7M0.9%−$5.14KHeld
Applied Optoelectronics, Inc.AAOI20K$1.69M0.9%$994.6KCut$297.4K
Spdr S&P Midcap 400 Etf Tr2.74K$1.69M0.9%$37KHeld
Micron Technology IncMU5K$1.69M0.9%$104.9KAdded$1.12M
Vanguard Index Fds5.1K$1.64M0.9%−$14KAdded$1.31M
Hershey CoHSY7.8K$1.62M0.9%$202.1KCut$175.9K
Mastercard IncMA3.07K$1.53M0.8%−$217.8KAdded−$213.3K
Ishares Tr12K$1.49M0.8%$49.5KHeld
Ishares Tr21.9K$1.48M0.8%$33.6KCut$16.4K
Colgate Palmolive CoCL16.7K$1.42M0.8%$103.6KCut$95.3K
Mettler Toledo International Inc/MTD1.13K$1.42M0.7%−$149.3KAdded−$146.8K
Vestis CorpVSTS178.3K$1.4M0.7%$212.1KCut−$30.7K
Waste Mgmt Inc Del6.05K$1.39M0.7%$60.2KAdded$76.1K
Exxon Mobil Corp8.01K$1.36M0.7%$393.2KAdded$399.2K
Ecolab Inc.ECL5.1K$1.36M0.7%$18KCut−$2.77K
Cencora, Inc.COR4.3K$1.35M0.7%−$101.8KCut−$104.2K
Idexx Labs Inc2.38K$1.34M0.7%−$272.8KAdded−$270K
Invesco Qqq Tr2.32K$1.34M0.7%−$72.7KAdded$133.3K
Unitedhealth Group IncUNH4.94K$1.34M0.7%−$294KCut−$324K
Procter And Gamble CoPG9.25K$1.34M0.7%$10.2KAdded$46.7K
Jpmorgan Chase & Co.4.49K$1.32M0.7%−$121.9KAdded−$78.7K
Nextera Energy Inc14.2K$1.32M0.7%$179KCut$176.5K
Ishares Tr2.01K$1.31M0.7%−$40.5KAdded$436.5K
GE Vernova Inc.GEV1.5K$1.31M0.7%$329KHeld
Eli Lilly & CoLLY1.42K$1.31M0.7%−$218.9KAdded−$212.4K
Church & Dwight Co Inc13.7K$1.28M0.7%$123.9KAdded$179.5K
Ishares Tr24.2K$1.27M0.7%−$7.75KHeld
Sandisk CorpSNDK2K$1.27M0.7%New
Reddit, Inc.RDDT9K$1.21M0.6%−$476.1KAdded$62.5K
Tractor Supply Co26.7K$1.21M0.6%−$125.5KAdded−$124K
Rollins IncROL22.5K$1.2M0.6%−$148.6KCut−$149.6K
Ishares Tr13.5K$1.17M0.6%New
Lam Research CorpLRCX5.39K$1.15M0.6%$229.1KCut$210.6K
Caterpillar IncCAT1.61K$1.14M0.6%$218.2KAdded$221K
Stryker CorpSYK3.37K$1.11M0.6%−$76.6KAdded−$68.1K
Astera Labs, Inc.ALAB10K$1.1M0.6%−$567.6KHeld
Autozone IncAZO321$1.08M0.6%−$4.4KCut−$34.9K
Automatic Data Processing In5.21K$1.06M0.6%−$267.7KAdded−$215.1K
Ishares Tr9.2K$1.04M0.5%−$93.4KHeld
Clorox Co Del9.72K$1.01M0.5%$25.8KAdded$78.1K
Spdr Series Trust10K$996.6K0.5%$2.17KCut−$599.7K
Mccormick & Co Inc19.4K$980.7K0.5%−$343.6KCut−$366.6K
Meta Platforms, Inc.META1.7K$974.4K0.5%−$131.2KAdded−$10.5K
Paychex IncPAYX10.1K$930.7K0.5%−$182.7KAdded−$90.7K
Vanguard Index Fds3.38K$885.8K0.5%$13.3KCut$11.5K
Ishares Tr3.96K$837K0.4%−$3.65KHeld
Alphabet Inc2.85K$819.6K0.4%−$62.3KAdded$52.5K
Vanguard Index Fds4.13K$810.1K0.4%$21.5KHeld
Ishares Tr1.87K$797.8K0.4%−$87.7KCut−$95.8K
Ishares Tr2.5K$784.5K0.4%−$23KHeld
Bank America Corp16.1K$783.8K0.4%−$100.1KAdded−$97.4K
Factset Resh Sys Inc3.46K$749.8K0.4%−$242.3KAdded−$211K
Palantir Technologies Inc.PLTR5K$731.4K0.4%New
Union Pac Corp2.63K$637.8K0.3%$29.7KCut$19.8K
Cloudflare, Inc.NET3K$619K0.3%$27.6KHeld
Coherent Corp.COHR2.5K$595.5K0.3%$134.1KCut−$327.3K
Bristol-Myers Squibb Co9.82K$595.4K0.3%$65.8KAdded$66.7K
Vanguard Admiral Fds Inc1.44K$585K0.3%−$53KHeld
Vanguard World Fd1.58K$579.1K0.3%−$69.2KAdded−$50.8K
Celestica IncCLS2K$563.4K0.3%New
Invesco Exch Traded Fd Tr Ii2.3K$546.4K0.3%−$35.3KCut−$502.5K
Zoetis Inc.ZTS4.21K$497.7K0.3%−$31.5KAdded−$22.9K
Chevron Corp NewCVX2.35K$486.2K0.3%$128KCut$78.5K
Solstice Advanced Matls Inc6K$457K0.2%New
BlackRock, Inc.BLK473$454.9K0.2%−$51.2KAdded−$49.2K
Vanguard Specialized Funds2.11K$453.6K0.2%−$9.95KCut−$640.5K
Thermo Fisher Scientific Inc.TMO904$444.3K0.2%−$78.9KAdded−$75.4K
Cisco Sys Inc5.37K$416.8K0.2%$2.76KAdded$37.4K
Advanced Micro Devices IncAMD2.04K$414K0.2%−$21.8KCut−$871.4K
RTX CorpRTX2.07K$398.7K0.2%$19.5KAdded$22.2K
Tjx Cos Inc New2.44K$390.3K0.2%$14.7KAdded$19.8K
Spdr S&P 500 Etf Tr594$386.3K0.2%New
Yum Brands IncYUM2.44K$380.1K0.2%$10.3KHeld
Enphase Energy, Inc.ENPH10K$378.1K0.2%New
Home Depot, Inc.HD1.15K$377.9K0.2%−$16KAdded$18.5K
Goldman Sachs Etf Tr3K$375.4K0.2%−$21.7KHeld
Vanguard Bd Index Fds4.54K$355.7K0.2%−$1.81KHeld
Vanguard Instl Index Fd4.7K$355.1K0.2%New
Berkshire Hathaway Inc Del722$346K0.2%−$16.7KAdded−$10.9K
Resmed Inc1.53K$342.6K0.2%−$24.8KAdded−$22.4K
Vanguard Scottsdale Fds4.25K$336.9K0.2%−$1.95KHeld
Schwab Strategic Tr13K$320.6K0.2%$9.2KCut$758
Mcdonalds CorpMCD961$298.7K0.2%$5.13KCut−$1.9K
Vanguard Star Fds3.85K$296.9K0.2%New
Invesco Exchange Traded Fd T1.48K$283.6K0.1%$335Added$33.5K
International Business Machs1.15K$278.7K0.1%−$61.4KAdded−$58.9K
Spdr Series Trust1.9K$276.7K0.1%$12.9KHeld
Te Connectivity PlcTEL1.3K$271.7K0.1%−$24KCut−$69.1K
Blackstone Inc.BX2.33K$268.5K0.1%−$91KAdded−$89.9K
Dakota Gold Corp.DC53K$267.9K0.1%−$33.4KCut−$34.6K
Vanguard World Fd1.07K$253.8K0.1%−$15.9KHeld
Schwab Strategic Tr7.77K$238.4K0.1%New
New York Life Invts Active E9.62K$231.8K0.1%−$2.16KCut−$101.5K
AbbVie Inc.ABBV1.05K$229.5K0.1%−$11.4KAdded−$8.17K
United Nat Foods Inc5K$225.3K0.1%New
Booking Holdings Inc.BKNG53$223.1K0.1%−$60.7KCut−$66K
Visa Inc.V731$221.1K0.1%−$34.7KAdded−$30.5K
Schwab Strategic Tr6.44K$212.2K0.1%$1.29KCut−$12.6K
Albertsons Cos IncACI12.3K$208.9K0.1%−$1.59KHeld
Mondelez Intl Inc3.54K$204.2K0.1%New
National Storage Affiliates5.41K$204.1K0.1%New
Linde PlcLIN411$203.8K0.1%New
Ishares Tr2.17K$201.2K0.1%−$3.08KHeld
Johnson & JohnsonJNJ821$200.7K0.1%New
Schwab Strategic Tr7.97K$200.1K0.1%−$9.01KHeld
Gold Royalty Corp48K$171.8K0.1%−$22.1KHeld
Krispy Kreme, Inc.DNUT17.1K$57.8K0.0%−$10.8KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.