Portfolio Holdings & Fund Performance - Pacific Point Advisors LLC

List of top 200 securities held by Pacific Point Advisors LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-29 16:49:13
Total Holdings: 111
Assets Under Management (AUM) :
$173,253,264 ($173.25M)
Reporting Manager: Henry Winship
Address:

16236 SAN DIEGUITO ROAD
SUITE 4-21 #9491
RANCHO SANTA FE, CA 92091

Since : total money flow = , gains and losses =

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