Pacific Point Advisors, LLC Top Holdings and 13F Report (2025) About Pacific Point Advisors, LLCInvestment ActivityPacific Point Advisors, LLC has $184.46 million in total holdings as of June 30, 2025.Pacific Point Advisors, LLC owns shares of 116 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 7.02% of the portfolio was purchased this quarter.About 6.97% of the portfolio was sold this quarter.This quarter, Pacific Point Advisors, LLC has purchased 116 new stocks and bought additional shares in 36 stocks.Pacific Point Advisors, LLC sold shares of 16 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $29,852,045C.H. Robinson Worldwide $26,079,402Tesla $6,143,227Microsoft $5,502,029iShares Gold Trust $4,294,234 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $1,765,000 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $1,032,767 Holding21874A106 - CORE SCIENTIFIC INC NEW $1,024,200 Holding093712107 - Bloom Energy $717,600 Holding74967X103 - RH $567,030 Holding Largest Purchases this Quarter O'Reilly Automotive 22,066 shares (about $1.99M)iShares 20+ Year Treasury Bond ETF 20,000 shares (about $1.77M)iShares 1-3 Year Treasury Bond ETF 12,464 shares (about $1.03M)CORE SCIENTIFIC INC NEW 60,000 shares (about $1.02M)Broadcom 3,000 shares (about $826.95K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 50,604 shares (about $4.64M)Hubbell 3,100 shares (about $1.27M)Century Communities 7,742 shares (about $436.03K)Vanguard Tax-Exempt Bond ETF 4,188 shares (about $205.34K)SPDR Bloomberg 3-12 Month T-Bill ETF 1,642 shares (about $163.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$29,852,045$4,641,902 ▼-13.5%325,43416.2%ETFCHRWC.H. Robinson Worldwide$26,079,4020.0%271,80214.1%TransportationTSLATesla$6,143,2270.0%19,3393.3%Auto/Tires/TrucksMSFTMicrosoft$5,502,029$20,394 ▲0.4%11,0613.0%Computer and TechnologyIAUiShares Gold Trust$4,294,2340.0%68,8622.3%FinanceINTUIntuit$4,277,165$58,289 ▼-1.3%5,4302.3%Computer and TechnologyHUBBHubbell$3,309,755$1,266,071 ▼-27.7%8,1041.8%IndustrialsAAPLApple$3,052,760$22,774 ▼-0.7%14,8791.7%Computer and TechnologyGOOGAlphabet$2,958,376$89,406 ▲3.1%16,6771.6%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,486,311$205,338 ▼-7.6%50,7101.3%ETFPEPPepsiCo$2,413,227$3,565 ▼-0.1%18,2761.3%Consumer StaplesCOSTCostco Wholesale$2,373,029$47,520 ▲2.0%2,3971.3%Retail/WholesaleORLYO'Reilly Automotive$2,129,231$1,988,808 ▲1,416.3%23,6241.2%Retail/WholesaleAVGOBroadcom$2,107,344$826,950 ▲64.6%7,6451.1%Computer and TechnologyARISTA NETWORKS INC$2,022,157$90,442 ▲4.7%19,7651.1%COM SHSIDXXIDEXX Laboratories$1,950,132$96,005 ▲5.2%3,6361.1%MedicalGLDSPDR Gold Shares$1,926,5260.0%6,3201.0%FinanceASMLASML$1,787,901$80,940 ▲4.7%2,2311.0%Computer and TechnologyCORCencora$1,776,128$77,666 ▲4.6%5,9231.0%MedicalTLTiShares 20+ Year Treasury Bond ETF$1,765,000$1,765,000 ▲New Holding20,0001.0%ETFMAMastercard$1,711,330$24,729 ▲1.5%3,0450.9%Business ServicesROLRollins$1,696,039$77,295 ▲4.8%30,0610.9%ConstructionMETAMeta Platforms$1,690,226$738,090 ▲77.5%2,2900.9%Computer and TechnologyHSYHershey$1,625,058$72,358 ▲4.7%9,7920.9%Consumer StaplesAZOAutoZone$1,614,820$70,532 ▲4.6%4350.9%Retail/WholesaleUNHUnitedHealth Group$1,605,079$370,307 ▲30.0%5,1450.9%MedicalRMDResMed$1,604,807$87,981 ▲5.8%6,2200.9%MedicalADPAutomatic Data Processing$1,569,520$80,188 ▲5.4%5,0890.9%Computer and TechnologyWMTWalmart$1,558,376$23,271 ▲1.5%15,9380.8%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$1,553,2880.0%2,7420.8%ETFCLColgate-Palmolive$1,552,177$75,355 ▲5.1%17,0760.8%Consumer StaplesMKCMcCormick & Company, Incorporated$1,528,065$79,383 ▲5.5%20,1540.8%Consumer StaplesPAYXPaychex$1,517,475$76,223 ▲5.3%10,4320.8%Computer and TechnologyDVYiShares Select Dividend ETF$1,511,7760.0%11,3830.8%ETFAMGNAmgen$1,491,209$39,088 ▲2.7%5,3410.8%MedicalPGProcter & Gamble$1,471,307$47,158 ▲3.3%9,2350.8%Consumer StaplesFDSFactSet Research Systems$1,447,912$87,224 ▲6.4%3,2370.8%Business ServicesTSCOTractor Supply$1,443,883$82,321 ▲6.0%27,3620.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,376,596$26,793 ▼-1.9%22,1960.7%ETFMTDMettler-Toledo International$1,352,103$91,628 ▲7.3%1,1510.7%MedicalCHDChurch & Dwight$1,351,236$73,045 ▲5.7%14,0590.7%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,310,715$21,858 ▼-1.6%11,9930.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,233,5290.0%23,3800.7%ManufacturingFIFiserv$1,232,904$74,826 ▲6.5%7,1510.7%Business ServicesNVONovo Nordisk A/S$1,214,890$82,203 ▲7.3%17,6020.7%MedicalCLXClorox$1,162,944$31,097 ▲2.7%9,6860.6%Consumer StaplesJPMJPMorgan Chase & Co.$1,108,3260.0%3,8230.6%FinanceNVDANVIDIA$1,105,930$473,970 ▲75.0%7,0000.6%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,032,767$1,032,767 ▲New Holding12,4640.6%ManufacturingCORE SCIENTIFIC INC NEW$1,024,200$1,024,200 ▲New Holding60,0000.6%COMIVWiShares S&P 500 Growth ETF$1,012,9200.0%9,2000.5%ETFQQQInvesco QQQ$980,820$12,688 ▼-1.3%1,7780.5%FinanceLLYEli Lilly and Company$962,7200.0%1,2350.5%MedicalAMDAdvanced Micro Devices$945,905$236,405 ▲33.3%6,6660.5%Computer and TechnologyASTERA LABS INC$904,200$271,260 ▲42.9%10,0000.5%COMXOMExxon Mobil$868,3290.0%8,0550.5%EnergyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$844,781$163,269 ▼-16.2%8,4960.5%ETFAXONAxon Enterprise$827,9400.0%1,0000.4%AerospaceIWFiShares Russell 1000 Growth ETF$803,7300.0%1,8930.4%ETFIVEiShares S&P 500 Value ETF$774,6450.0%3,9640.4%ETFCRWDCrowdStrike$763,9650.0%1,5000.4%Computer and TechnologyBACBank of America$758,2080.0%16,0230.4%FinanceIVViShares Core S&P 500 ETF$737,654$16,144 ▲2.2%1,1880.4%ETFVBVanguard Small-Cap ETF$732,085$7,347 ▼-1.0%3,0890.4%ETFVTVVanguard Value ETF$729,7590.0%4,1290.4%ETFBEBloom Energy$717,600$717,600 ▲New Holding30,0000.4%EnergyIWOiShares Russell 2000 Growth ETF$714,6500.0%2,5000.4%ETFCOINCoinbase Global$700,9800.0%2,0000.4%FinanceFOURShift4 Payments$693,7700.0%7,0000.4%Business ServicesUBERUber Technologies$653,1000.0%7,0000.4%Computer and TechnologyZTSZoetis$639,3950.0%4,1000.3%MedicalCATCaterpillar$621,1360.0%1,6000.3%IndustrialsISHARES BITCOIN TRUST ETF$612,1000.0%10,0000.3%SHS BEN INTETNEaton$587,2490.0%1,6450.3%IndustrialsUNPUnion Pacific$571,7490.0%2,4850.3%TransportationAMZNAmazon.com$570,853$60,332 ▲11.8%2,6020.3%Retail/WholesaleVOOGVanguard S&P 500 Growth ETF$569,0350.0%1,4350.3%ETFRHRH$567,030$567,030 ▲New Holding3,0000.3%Consumer StaplesMGKVanguard Mega Cap Growth ETF$558,7750.0%1,5260.3%ETFQQQMInvesco NASDAQ 100 ETF$526,152$95,148 ▲22.1%2,3170.3%ETFLAM RESEARCH CORP$506,1680.0%5,2000.3%COM NEWBUNGE GLOBAL SA$491,0860.0%6,1170.3%COM SHSGEOGeo Group$479,0000.0%20,0000.3%Business ServicesBSVVanguard Short-Term Bond ETF$470,6260.0%5,9800.3%ETFBLACKROCK INC$460,6210.0%4390.2%COMBMYBristol Myers Squibb$453,7350.0%9,8020.2%MedicalOXYOccidental Petroleum$420,1000.0%10,0000.2%EnergyVOOVanguard S&P 500 ETF$372,6120.0%6560.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$364,1400.0%3,0000.2%ETFHDHome Depot$362,4370.0%9890.2%Retail/WholesaleTMOThermo Fisher Scientific$354,7780.0%8750.2%MedicalCCSCentury Communities$352,451$436,030 ▼-55.3%6,2580.2%ConstructionYUMYum! Brands$350,7420.0%2,3670.2%Retail/WholesaleBXBlackstone$347,7740.0%2,3250.2%FinanceDNUTKrispy Kreme$340,656$340,656 ▲New Holding117,0640.2%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$337,8750.0%4,2500.2%ETFIBMInternational Business Machines$336,0490.0%1,1400.2%Computer and TechnologyLUNRIntuitive Machines$326,1000.0%30,0000.2%AerospaceBKNGBooking$306,8300.0%530.2%Retail/WholesaleGOOGLAlphabet$298,8860.0%1,6960.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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