Pacific-Point-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "GOOGL",
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  null,
  "AOSL",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "GEO",
  "GROY",
  "ACI",
  "HUBB",
  "BKNG",
  "META",
  null,
  "LUNR",
  "IVW",
  "IJH",
  null,
  "LRCX",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "OXY",
  "ORLY",
  "BX",
  "HSY",
  "IJR",
  "ANET",
  "PAYX",
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PFE",
  "PG",
  "MKC",
  "AMGN",
  null,
  "GLD",
  null,
  null,
  "IBM",
  "TMO",
  "TJX",
  "UBER",
  "NSA",
  "TSCO",
  "IWO",
  "MTD",
  "LRN",
  "RMD",
  null,
  "AXON",
  "AMD",
  "SDY",
  "FI",
  "FOUR",
  "GSLC",
  "IDXX",
  "FDS",
  "NVO",
  "AMZN",
  "IVE",
  null,
  "MGK",
  null,
  "VOOG",
  "VTEB",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "YUM",
  "DVY",
  "SCHF",
  "SCHA",
  null,
  "ROL",
  null,
  "ADP",
  "AZO",
  "BAC",
  "BMY",
  "BG",
  "CHRW",
  "CCS",
  "CVX",
  "CHD",
  "CSCO",
  "CLX",
  "COIN",
  "CL",
  "COST",
  "CRWD",
  "DELL",
  "QQQ",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 116
Total Value: 180087385
Accession Number: 0001951757-25-000477
Form Type: 13F-HR
CIK: pacific-point-advisors
Manager Name: Pacific-Point-Advisors

Data Enrichment

90% identified

104 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $180.1M total value

116 positions • $180.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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03073E105

Shares:5.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$180.1M)

MCCORMICK & CO INC

Shares:19.1K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$180.1M)

ROLLINS INC

Shares:28.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$180.1M)

PAYCHEX INC

Shares:9.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

464287168

Shares:11.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

PROCTER & GAMBLE Co

Shares:8.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

COLGATE PALMOLIVE CO

Shares:16.2K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

FISERV INC

Shares:6.7K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

AUTOMATIC DATA PROCESSING INC

Shares:4.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

CHURCH & DWIGHT CO INC /DE/

Shares:13.3K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

Arista Networks, Inc.

Shares:18.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

SPDR S&P MIDCAP 400 ETF TRUST

Shares:2.7K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

IDEXX LABORATORIES INC /DE

Shares:3.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$180.1M)

TRACTOR SUPPLY CO /DE/

Shares:25.8K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$180.1M)

ASML HOLDING NV

Shares:2.1K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$180.1M)

CLOROX CO /DE/

Shares:9.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$180.1M)

FACTSET RESEARCH SYSTEMS INC

Shares:3.0K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$180.1M)

Walmart Inc.

Shares:15.7K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$180.1M)

464287507

Shares:22.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$180.1M)

RESMED INC

Shares:5.9K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$180.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip03073E105)✕	5.7K	QoQ +10.13% (+521) YoY-	All Managers (Combined)	$1.6M	0.9% ($1.6M/$180.1M)	QoQ +21.73% (+$281.3K) YoY-
MCCORMICK & CO INC(MKCcusip579780206)	19.1K	QoQ +8.67% (+1.5K) YoY-	All Managers (Combined)	$1.6M	0.9% ($1.6M/$180.1M)	QoQ +16.35% (+$221.1K) YoY-
ROLLINS INC(ROLcusip775711104)	28.7K	QoQ +9.14% (+2.4K) YoY-	All Managers (Combined)	$1.6M	0.9% ($1.6M/$180.1M)	QoQ +20.15% (+$260.0K) YoY-
PAYCHEX INC(PAYXcusip704326107)	9.9K	QoQ +9.20% (+835) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +12.68% (+$172.1K) YoY-
(DVYcusip464287168)	11.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +0.06% (+$1.0K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	8.9K	QoQ +9.09% (+745) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +10.57% (+$145.7K) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	16.2K	QoQ +9.51% (+1.4K) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +18.62% (+$239.0K) YoY-
FISERV INC(FIcusip337738108)	6.7K	QoQ +8.65% (+535) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +12.00% (+$159.0K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	4.8K	QoQ +9.12% (+404) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +9.43% (+$127.2K) YoY-
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	13.3K	QoQ +9.56% (+1.2K) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ +13.81% (+$177.7K) YoY-
Arista Networks, Inc.(ANETcusip040413205)	18.9K	QoQ NEW(+18.9K) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ NEW(+$1.5M) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ -9.19% (-$148.1K) YoY-
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	3.5K	QoQ +8.60% (-274) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$180.1M)	QoQ -1.92% (-$28.4K) YoY-
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	25.8K	QoQ +10.20% (+2.4K) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$180.1M)	QoQ +12.36% (+$156.5K) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$180.1M)	QoQ NEW(+$1.4M) YoY-
CLOROX CO /DE/(CLXcusip189054109)	9.4K	QoQ +10.47% (+894) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$180.1M)	QoQ +9.76% (+$123.5K) YoY-
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	3.0K	QoQ +10.73% (+295) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$180.1M)	QoQ +7.84% (+$100.6K) YoY-
Walmart Inc.(WMTcusip931142103)	15.7K	QoQ +8.59% (-1.2K) YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$180.1M)	QoQ -5.39% (-$78.6K) YoY-
(IJHcusip464287507)	22.6K	QoQ +6.73% (-1.4K) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$180.1M)	QoQ -3.17% (-$43.2K) YoY-
RESMED INC(RMDcusip761152107)	5.9K	QoQ +10.79% (+573) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$180.1M)	QoQ +3.14% (+$40.1K) YoY-