Pacific Point Advisors
Pacific Point Advisors reported 129 stocks worth $219M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are BIL (17.5%), IVV (3.3%) and TSLA (3.2%). Compared with Q1 2026, the fund opened new positions in SITM, SIMO and MXL, added to BIL, IVV and TSLA, trimmed AAPL, GOOG and MU and sold out of HSY, RDDT and AZO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $38.4M | 17.5% | 419K | +32K (+8%) | 7 of 7 | |
| 2 |  IVV Ishares TR | $7.2M | 3.3% | 9,673 | +7,667 (+382%) | 6 of 7 | |
| 3 |  TSLA Tesla Inc | $7M | 3.2% | 17K | +350 (+2%) | 7 of 7 | |
| 4 |  AAPL Apple Inc | $6.9M | 3.2% | 24K | −296 (−1%) | 7 of 7 | |
| 5 |  GOOG Alphabet Inc | $5.4M | 2.5% | 15K | −712 (−4%) | 7 of 7 | |
| 6 |  IAU Ishares Gold TR | $5.2M | 2.4% | 70K | +652 (+1%) | 7 of 7 | |
| 7 |  HUBB Hubbell Inc | $4.2M | 1.9% | 8,110 | No change | 7 of 7 | |
| 8 |  AVGO Broadcom Inc | $4.1M | 1.9% | 11K | +4,648 (+76%) | 7 of 7 | |
| 9 |  MU Micron Technology Inc | $4M | 1.9% | 3,500 | −1,500 (−30%) | 3 of 7 | |
| 10 |  ALAB Astera Labs Inc | $3.9M | 1.8% | 8,000 | −2,000 (−20%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HSY Hershey Co | $1.6M | 7,801 |
 RDDT Reddit Inc | $1.2M | 9,000 |
 AZO Autozone Inc | $1.1M | 321 |
 CLX Clorox Co Del | $1M | 9,722 |
 MKC Mccormick & Co Inc | $981K | 19K |
🔒 Free account: see all 14.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pacific Point Advisors 13F FAQ
What does Pacific Point Advisors own?
Pacific Point Advisors reported 129 stocks worth $219M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are BIL (17.5%), IVV (3.3%) and TSLA (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Pacific Point Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 43 added to, 49 trimmed and 14 sold out. New positions include SITM, SIMO and MXL. It sold all of HSY, RDDT and AZO.
When will Pacific Point Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pacific Point Advisors's portfolio worth?
The Q2 2026 filing reports $219M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.