Western Pacific Wealth Management, LP

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CIK 1907320

13F portfolio (2026-Q1)

$98M

Positions

197

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

197

Top 5

43.0%

Top 10

67.0%

Effective N

18.5

HHI

0.054

This quarter

21 new · 0 exit →

By sector

Unclassified35.1%

Information Technology23.6%

Communication Services14.7%

Financials11.3%

Consumer Discretionary9.5%

Health Care1.6%

Industrials1.4%

Energy0.8%

Other1.8%

By market cap

Mega (>$200B)50.4%

Unknown36.7%

Large ($10–200B)12.2%

Mid ($2–10B)0.7%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

North America63.4%

Other35.1%

Asia-Pacific1.1%

Europe0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	40.05%	48
Software & IT Services	13.41%	9
Specialty Retail	8.35%	9
Semiconductors & Semiconductor Equipment	8.16%	7
Technology Hardware & Equipment	7.82%	4
Software	7.15%	17
Banks	2.65%	12
Commercial Services & Supplies	1.94%	7
Capital Markets	1.61%	9
Media & Entertainment	1.30%	8
Insurance	1.05%	4
Pharmaceuticals & Biotechnology	0.90%	14
Oil, Gas & Consumable Fuels	0.82%	6
Beverages	0.63%	5
Life Sciences Tools & Services	0.47%	3
Real Estate Management & Development	0.45%	2
Distributors	0.42%	1
Hotels, Restaurants & Leisure	0.40%	5
Entertainment	0.40%	2
Construction Materials	0.32%	2
Machinery	0.32%	1
Health Care Equipment & Supplies	0.26%	2
Automobiles & Components	0.25%	2
Chemicals	0.22%	4
Construction & Engineering	0.17%	1
Utilities	0.13%	3
Transportation Infrastructure	0.10%	1
Aerospace & Defense	0.07%	1
Communications Equipment	0.06%	1
Equity Real Estate Investment Trusts (REITs)	0.06%	2
Metals & Mining	0.04%	3
Household Durables	0.00%	1
Textiles, Apparel & Luxury Goods	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	11.73%
2	VYM	VANGUARD WHITEHALL FDS	Unclassified	11.17%
3	AAPL	Apple Inc.	Information Technology	7.45%
4	AMZN	AMAZON COM INC	Consumer Discretionary	6.36%
5	GOOGL	Alphabet Inc.	Communication Services	6.31%
6	NVDA	NVIDIA CORP	Information Technology	5.93%
7	MSFT	MICROSOFT CORP	Information Technology	5.05%
8	BRK.B	BERKSHIRE HATHAWAY INC	Financials	4.81%
9	OAKM	HARRIS OAKMARK ETF TRUST	Unclassified	4.49%
10	GOOG	Alphabet Inc.	Communication Services	3.73%

151/197 names classified · sector 64.9% of weight · industry 59.9% · mkt cap 63.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

MaterialsNKE, PG, LIN, FCX, OC · other

Information TechnologyAAPL, MSFT, NVDA, PLTR, CRM · other

Consumer DiscretionaryAMZN, COST, TSLA, WMT, AZO · other

Communication ServicesGOOGL, GOOG, META, WBD, NFLX · other

FinancialsBRK.B, WTFC, MA, V, COF · other

Health CareISRG, JNJ, IQV, BDX, CRSP · other

IndustrialsUNP, FISV, ASML, DASH, ABNB · other

EnergyEOG, XOM, MPC, PSX, CVX · other

Consumer StaplesPEP, KDP, MNST, MKC, MO · other

Real EstateCBRE, HHH, STWD, NLY, AMT · other

UtilitiesDUK, SRE, DTE, NEE, WMB · other

UnclassifiedVIG, VYM, OAKM, BCTK, PROSHARES TR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 64.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (109 classified)Western Pacific Wealth Management, LP centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsHealth CareEnergyIndustrialsMaterialsConsumer StaplesReal EstateUtilities

Style box summary for Western Pacific Wealth Management, LP: centroid Large Growth. Heaviest cells: Large Growth 43.7%, Large Value 3.8%, Large Core 3.4%.

Classified: 57.2% of book weight (109/196 names) · unclassified 42.8%: VIG, VYM, BRK.B, OAKM, BCTK, TSM, MOAT, QQQ, SPY, ABNB +77 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 197 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VIGVANGUARD SPECIALIZED FUNDS	53,637	$12M	11.7%	HOLD
2	VYMVANGUARD WHITEHALL FDS	74,156	$11M	11.2%	HOLD
3	AAPLAPPLE INC	28,858	$7M	7.4%	HOLD
4	AMZNAMAZON COM INC	30,027	$6M	6.4%	HOLD
5	GOOGLALPHABET INC	21,591	$6M	6.3%	TRIM −5%
6	NVDANVIDIA CORPORATION	33,440	$6M	5.9%	HOLD
7	MSFTMICROSOFT CORP	13,422	$5M	5.1%	ADD 2%
8	BRK.BBERKSHIRE HATHAWAY INC DEL	9,878	$5M	4.8%	HOLD
9	OAKMHARRIS OAKMARK ETF TRUST	160,370	$4M	4.5%	ADD 4%
10	GOOGALPHABET INC	12,798	$4M	3.7%	HOLD
11	METAMETA PLATFORMS INC	5,150	$3M	3.0%	HOLD
12	BCTKBARON ETF TR	92,113	$2M	2.2%	ADD 18%
13	COSTCOSTCO WHSL CORP NEW	1,022	$1M	1.0%	HOLD
14	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,962	$1M	1.0%	HOLD
15	PLTRPALANTIR TECHNOLOGIES INC	5,748	$840,817	0.9%	ADD 6%
16	AVGOBROADCOM INC	2,284	$706,996	0.7%	ADD 9%
17	MOATVANECK ETF TRUST	7,006	$677,507	0.7%	HOLD
18	QQQINVESCO QQQ TR	1,060	$611,902	0.6%	HOLD
19	VVISA INC	1,979	$598,157	0.6%	HOLD
20	WTFCWINTRUST FINL CORP	4,237	$588,665	0.6%	HOLD
21	MPCMARATHON PETE CORP	2,390	$583,590	0.6%	HOLD
22	NFLXNETFLIX INC	5,780	$555,747	0.6%	ADD 91%
23	CRMSALESFORCE INC	2,899	$541,156	0.6%	TRIM −3%
24	MAMASTERCARD INCORPORATED	1,077	$538,243	0.5%	ADD 7%
25	SPYSTATE STR SPDR S&P 500 ETF T	783	$509,126	0.5%	HOLD
26	SCHWSCHWAB CHARLES CORP	5,415	$508,902	0.5%	HOLD
27	WFCWELLS FARGO CO NEW	6,050	$481,613	0.5%	HOLD
28	ICEINTERCONTINENTAL EXCHANGE IN	2,985	$469,481	0.5%	HOLD
29	ABNBAIRBNB INC	3,694	$466,478	0.5%	ADD 141%
30	COFCAPITAL ONE FINL CORP	2,425	$442,393	0.4%	HOLD
31	AZOAUTOZONE INC	127	$428,978	0.4%	HOLD
32	AIGAMERICAN INTL GROUP INC	5,673	$426,893	0.4%	HOLD
33	KDPKEURIG DR PEPPER INC	15,940	$419,700	0.4%	HOLD
34	CBRECBRE GROUP INC	3,070	$415,862	0.4%	HOLD
35	SYYSYSCO CORP	5,810	$414,427	0.4%	HOLD
36	VXUSVANGUARD STAR FDS	5,000	$385,550	0.4%	HOLD
37	XLESELECT SECTOR SPDR TR	6,200	$379,812	0.4%	HOLD
38	AMDADVANCED MICRO DEVICES INC	1,751	$356,206	0.4%	TRIM −3%
39	PANWPALO ALTO NETWORKS INC	2,220	$355,910	0.4%	HOLD
40	CCITIGROUP INC	3,034	$344,086	0.3%	HOLD
41	MTNVAIL RESORTS INC	2,665	$341,973	0.3%	HOLD
42	ICLRICON PLC	2,845	$314,828	0.3%	ADD 106%
43	ASMLASML HOLDING N V	235	$310,395	0.3%	HOLD
44	CHTRCHARTER COMMUNICATIONS INC	1,412	$304,823	0.3%	HOLD
45	VBRVANGUARD INDEX FDS	1,384	$300,730	0.3%	NEW
46	IQVIQVIA HLDGS INC	1,713	$292,135	0.3%	ADD 103%
47	ELVELEVANCE HEALTH INC FORMERLY	947	$277,234	0.3%	NEW
48	WBDWARNER BROS DISCOVERY INC	10,045	$275,836	0.3%	TRIM −51%
49	JPMJPMORGAN CHASE & CO	922	$271,257	0.3%	HOLD
50	VVVANGUARD INDEX FDS	875	$261,584	0.3%	NEW
51	GLDSPDR GOLD TR	600	$258,174	0.3%	HOLD
52	VRSKVERISK ANALYTICS INC	1,317	$249,901	0.3%	ADD 9%
53	OCOWENS CORNING NEW	2,070	$224,015	0.2%	NEW
54	MRSHMARSH & MCLENNAN COS INC	1,270	$220,282	0.2%	NEW
55	IBKRINTERACTIVE BROKERS GROUP IN	3,200	$214,624	0.2%	HOLD
56	VTVVANGUARD INDEX FDS	1,058	$207,610	0.2%	NEW
57	ARCCARES CAPITAL CORP	11,261	$202,919	0.2%	HOLD
58	GMGENERAL MTRS CO	2,723	$202,864	0.2%	TRIM −51%
59	WMTWALMART INC	1,575	$195,741	0.2%	HOLD
60	QUALISHARES TR	1,000	$191,810	0.2%	HOLD
61	AXPAMERICAN EXPRESS CO	634	$191,772	0.2%	HOLD
62	BDXBECTON DICKINSON & CO	1,179	$185,374	0.2%	HOLD
63	ABBVABBVIE INC	827	$179,864	0.2%	HOLD
64	USBUS BANCORP	3,203	$166,588	0.2%	HOLD
65	TOLTOLL BROTHERS INC	1,220	$166,493	0.2%	HOLD
66	AVDVAMERICAN CENTY ETF TR	1,650	$164,769	0.2%	NEW
67	ABTABBOTT LABS	1,562	$160,371	0.2%	HOLD
68	SNOWSNOWFLAKE INC	1,043	$157,305	0.2%	HOLD
69	MCDMCDONALDS CORP	505	$157,001	0.2%	HOLD
70	CRSPCRISPR THERAPEUTICS AG	3,300	$156,981	0.2%	HOLD
71	LINLINDE PLC	316	$156,756	0.2%	ADD 18%
72	DASHDOORDASH INC	953	$143,093	0.1%	HOLD
73	BXBLACKSTONE INC	1,233	$141,783	0.1%	HOLD
74	SEALED AIR CORP NEW	3,282	$138,008	0.1%	TRIM −74%
75	CGCARLYLE GROUP INC/THE	2,849	$137,863	0.1%	HOLD
76	AMGNAMGEN INC	380	$133,703	0.1%	HOLD
77	MNSTMONSTER BEVERAGE CORP NEW	1,838	$133,181	0.1%	TRIM −6%
78	NOWSERVICENOW INC	1,236	$129,224	0.1%	ADD 21%
79	XOMEXXON MOBIL CORP	733	$124,392	0.1%	HOLD
80	AAGILENT TECHNOLOGIES INC	1,070	$121,959	0.1%	HOLD
81	ORLYOREILLY AUTOMOTIVE INC	1,314	$121,295	0.1%	TRIM −16%
82	KRESPDR SERIES TRUST	1,849	$120,462	0.1%	HOLD
83	IDXXIDEXX LABS INC	210	$117,997	0.1%	HOLD
84	INTUINTUIT	262	$113,284	0.1%	ADD 22%
85	UNHUNITEDHEALTH GROUP INC	397	$107,424	0.1%	HOLD
86	DHSWISDOMTREE TR	972	$106,162	0.1%	HOLD
87	RACEFERRARI N V	305	$103,227	0.1%	HOLD
88	FWONKLIBERTY MEDIA CORP DEL	1,200	$102,024	0.1%	HOLD
89	CHRWC H ROBINSON WORLDWIDE INC	607	$100,804	0.1%	ADD 172%
90	MLMMARTIN MARIETTA MATLS INC	159	$93,600	0.1%	ADD 11%
91	SBUXSTARBUCKS CORP	1,000	$89,590	0.1%	ADD 25%
92	IJJISHARES TR	668	$88,515	0.1%	HOLD
93	CPRTCOPART INC	2,646	$87,847	0.1%	ADD 14%
94	UBERUBER TECHNOLOGIES INC	1,200	$86,316	0.1%	HOLD
95	APHAMPHENOL CORP	631	$79,727	0.1%	NEW
96	CVXCHEVRON CORP NEW	380	$78,551	0.1%	HOLD
97	VWOVANGUARD INTL EQUITY INDEX F	1,427	$77,154	0.1%	NEW
98	ISRGINTUITIVE SURGICAL INC	160	$73,758	0.1%	HOLD
99	TRUTRANSUNION	1,035	$71,612	0.1%	TRIM −25%
100	VEEVVEEVA SYS INC	380	$66,751	0.1%	TRIM −16%
101	LMTLOCKHEED MARTIN CORP	110	$66,609	0.1%	HOLD
102	CAVACAVA GROUP INC	822	$66,500	0.1%	ADD 13%
103	DUKDUKE ENERGY CORP NEW	504	$65,946	0.1%	HOLD
104	CMGCHIPOTLE MEXICAN GRILL INC	2,023	$64,756	0.1%	ADD 26%
105	SOSOUTHERN CO	665	$64,139	0.1%	HOLD
106	IVEISHARES TR	301	$63,631	0.1%	HOLD
107	QCOMQUALCOMM INC	460	$59,239	0.1%	ADD 15%
108	KOCOCA COLA CO	749	$56,961	0.1%	HOLD
109	XOVRENTREPRENEURSHARES SERIES TR	3,221	$54,403	0.1%	HOLD
110	RDDTREDDIT INC	400	$53,860	0.1%	HOLD
111	HDBHDFC BANK LTD	2,134	$53,094	0.1%	HOLD
112	CASYCASEYS GEN STORES INC	71	$51,678	0.1%	NEW
113	TXNTEXAS INSTRS INC	262	$50,865	0.1%	NEW
114	UNUSUAL MACHS INC COM SHS	4,000	$49,600	0.1%	HOLD
115	DISDISNEY WALT CO	512	$49,345	0.1%	HOLD
116	BACBANK AMERICA CORP	1,003	$48,900	0.0%	HOLD
117	NKENIKE INC	912	$48,172	0.0%	HOLD
118	IONQIONQ INC	1,658	$47,800	0.0%	ADD 152%
119	SHOPSHOPIFY INC	400	$47,448	0.0%	HOLD
120	WATWATERS CORP	157	$46,755	0.0%	NEW
121	TSLATESLA INC	125	$46,469	0.0%	NEW
122	LLYELI LILLY & CO	50	$46,202	0.0%	HOLD
123	ORCLORACLE CORP	300	$44,133	0.0%	TRIM −67%
124	BTCGRAYSCALE BITCOIN MINI TR ET	1,400	$41,986	0.0%	HOLD
125	CMECME GROUP INC	141	$41,578	0.0%	HOLD
126	NBISNEBIUS GROUP N.V.	400	$41,504	0.0%	HOLD
127	SOUNSOUNDHOUND AI INC	6,000	$41,220	0.0%	HOLD
128	TYLTYLER TECHNOLOGIES INC	119	$40,743	0.0%	TRIM −51%
129	SCHBSCHWAB STRATEGIC TR	1,589	$39,883	0.0%	HOLD
130	STWDSTARWOOD PPTY TR INC	2,139	$36,828	0.0%	HOLD
131	KKRKKR & CO INC	387	$35,798	0.0%	ADD 35%
132	HOODROBINHOOD MKTS INC	500	$34,650	0.0%	HOLD
133	PDIPIMCO DYNAMIC INCOME FD	2,000	$34,220	0.0%	HOLD
134	MLIMUELLER INDS INC	308	$34,126	0.0%	NEW
135	HDHOME DEPOT INC	100	$32,731	0.0%	HOLD
136	BIPBROOKFIELD INFRAST PARTNERS	887	$32,038	0.0%	HOLD
137	MRKMERCK & CO INC	263	$31,688	0.0%	HOLD
138	VXFVANGUARD INDEX FDS	150	$30,870	0.0%	HOLD
139	CRVSCORVUS PHARMACEUTICALS INC	2,000	$29,260	0.0%	HOLD
140	FWONALIBERTY MEDIA CORP DEL	350	$27,328	0.0%	HOLD
141	BNBROOKFIELD CORP	586	$23,715	0.0%	HOLD
142	NNNNNN REIT INC	505	$21,225	0.0%	HOLD
143	ANAUTONATION INC	100	$19,526	0.0%	HOLD
144	JNJJOHNSON & JOHNSON	75	$18,333	0.0%	HOLD
145	ADBEADOBE INC	75	$18,231	0.0%	HOLD
146	PSXPHILLIPS 66	95	$17,307	0.0%	HOLD
147	MARMARRIOTT INTL INC NEW	51	$16,681	0.0%	NEW
148	CRWVCOREWEAVE INC	200	$15,494	0.0%	HOLD
149	GPTIntelligent Livermore ETF	500	$15,265	0.0%	HOLD
150	NIXTEA SERIES TRUST	500	$13,754	0.0%	HOLD
151	OXY.WSOCCIDENTAL PETE CORP	283	$12,141	0.0%	HOLD
152	ONBOLD NATL BANCORP IND	532	$11,763	0.0%	HOLD
153	DELLDELL TECHNOLOGIES INC	70	$11,489	0.0%	NEW
154	FDSFACTSET RESH SYS INC	42	$9,114	0.0%	HOLD
155	IVVISHARES TR	14	$8,818	0.0%	ADD 8%
156	MNTNMNTN INC	1,000	$8,800	0.0%	HOLD
157	VTEBVANGUARD MUN BD FDS	159	$7,942	0.0%	HOLD
158	SCHDSCHWAB STRATEGIC TR	221	$6,766	0.0%	HOLD
159	PHOINVESCO EXCHANGE TRADED FD T	101	$6,745	0.0%	HOLD
160	DFTXDEFINIUM THERAPEUTICS INC COM SHS	333	$6,294	0.0%	NEW
161	SCHFSCHWAB STRATEGIC TR	246	$6,085	0.0%	HOLD
162	RYROYAL BK CDA	33	$5,339	0.0%	HOLD
163	PGPROCTER AND GAMBLE CO	36	$5,200	0.0%	HOLD
164	SAPSAP SE	30	$5,136	0.0%	HOLD
165	PEPPEPSICO INC	30	$4,659	0.0%	HOLD
166	BMOBANK MONTREAL MEDIUM	32	$4,331	0.0%	HOLD
167	BHPBHP BILLITON LIMITED	52	$3,759	0.0%	HOLD
168	VTIVANGUARD INDEX FDS	11	$3,647	0.0%	HOLD
169	SESEA LTD	44	$3,644	0.0%	HOLD
170	QRVOQORVO INC	41	$3,173	0.0%	NEW
171	RXRXRECURSION PHARMACEUTICALS IN	1,000	$3,070	0.0%	HOLD
172	SONYSONY GROUP CORP	145	$3,002	0.0%	HOLD
173	NVONOVO-NORDISK A S	80	$2,940	0.0%	HOLD
174	ABEVAMBEV SA	1,000	$2,920	0.0%	HOLD
175	QBTSD-WAVE QUANTUM INC	200	$2,886	0.0%	HOLD
176	RGTIRIGETTI COMPUTING INC	200	$2,808	0.0%	HOLD
177	QUBTQUANTUM COMPUTING INC	400	$2,740	0.0%	HOLD
178	BPBP PLC	56	$2,639	0.0%	HOLD
179	ULUNILEVER PLC	46	$2,621	0.0%	HOLD
180	CRWSCROWN CRAFTS INC	1,000	$2,575	0.0%	HOLD
181	IWMISHARES TR	10	$2,564	0.0%	HOLD
182	SNYSANOFI SA	50	$2,409	0.0%	HOLD
183	TROWPRICE T ROWE GROUP INC	25	$2,254	0.0%	HOLD
184	IQIQIYI INC	1,000	$1,350	0.0%	HOLD
185	QSQUANTUMSCAPE CORP	200	$1,276	0.0%	HOLD
186	PKXPOSCO HOLDINGS INC	21	$1,228	0.0%	HOLD
187	NICENICE LTD	8	$882	0.0%	HOLD
188	BIPCBROOKFIELD INFRASTRUCTURE CO	15	$593	0.0%	HOLD
189	IBBISHARES TR	3	$511	0.0%	HOLD
190	DJTWWTRUMP MEDIA & TECHNOLOGY GRO	80	$396	0.0%	NEW
191	WDSWOODSIDE ENERGY GROUP LTD	16	$382	0.0%	HOLD
192	LILAKLIBERTY LATIN AMERICA LTD	42	$370	0.0%	HOLD
193	CMPSCOMPASS PATHWAYS PLC	50	$277	0.0%	NEW
194	UNLUNITED STS 12 MONTH NAT GAS	40	$276	0.0%	HOLD
195	ARKGARK ETF TR	10	$264	0.0%	HOLD
196	MICCMAGNUM ICE CREAM CO NV	10	$150	0.0%	HOLD
197	MYPSPLAYSTUDIOS INC	150	$70	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VIGVANGUARD SPECIALIZED FUNDS

42K

47K

49K

54K

$12M

VYMVANGUARD WHITEHALL FDS

49K

57K

62K

74K

$11M

AAPLAPPLE INC

62K

48K

36K

29K

$7M

AMZNAMAZON COM INC

41K

40K

30K

$6M

GOOGLALPHABET INC

22K

21K

22K

23K

22K

$6M

NVDANVIDIA CORPORATION

40K

37K

38K

34K

33K

$6M

MSFTMICROSOFT CORP

13K

$5M

BRK.BBERKSHIRE HATHAWAY INC DEL

10K

$5M

OAKMHARRIS OAKMARK ETF TRUST

27K

123K

139K

152K

154K

160K

$4M

GOOGALPHABET INC

19K

13K

$4M

METAMETA PLATFORMS INC

$3M

BCTKBARON ETF TR

—

78K

92K

$2M

COSTCOSTCO WHSL CORP NEW

$1M

TSMTAIWAN SEMICONDUCTOR MFG LTD

$1M

PLTRPALANTIR TECHNOLOGIES INC

49K

42K

41K

$840,817

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Western Pacific Wealth Management, LP