IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Western Pacific Wealth Management, LP

Q1 2026 Holdings

Filed 2026-04-17 | 197 holdings | $98.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Marriott Intl Inc New CL A(MAR)Stock571903202$16.7K510.0%
Phillips 66 COM(PSX)Stock718546104$17.3K950.0%
Adobe Inc COM(ADBE)Stock00724F101$18.2K750.0%
Johnson & Johnson COM(JNJ)Stock478160104$18.3K750.0%
Autonation Inc COM(AN)Stock05329W102$19.5K1000.0%
NNN REIT Inc COM(NNN)REIT637417106$21.2K5050.0%
Brookfield Corp CL A LTD VT SH(BN)Stock11271J107$23.7K5860.0%
Liberty Media Corp del COM Lbty One S A(FWONA)Stock531229771$27.3K3500.0%
Corvus Pharmaceuticals Inc COM(CRVS)Stock221015100$29.3K2,0000.0%
Vanguard Extended Market ETF(VXF)ETF922908652$30.9K1500.0%
Merck & Co Inc COM(MRK)Stock58933Y105$31.7K2630.0%
Brookfield Infrastructure Part LP INT Unit(BIP)StockG16252101$32.0K8870.0%
Home Depot Inc COM(HD)Stock437076102$32.7K1000.0%
Mueller Inds Inc COM(MLI)Stock624756102$34.1K3080.0%
Pimco Dynamic Income FD SHS(PDI)CEF72201Y101$34.2K2,0000.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$34.7K5000.0%
KKR & Co Inc COM(KKR)Stock48251W104$35.8K3870.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$36.8K2,1390.0%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$39.9K1,5890.0%
Tyler Technologies Inc COM(TYL)Stock902252105$40.7K1190.0%
Soundhound AI Inc Class A COM(SOUN)Stock836100107$41.2K6,0000.0%
Nebius Group N.V. SHS Class A(NBIS)StockN97284108$41.5K4000.0%
CME Group Inc COM(CME)Stock12572Q105$41.6K1410.0%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$42.0K1,4000.0%
Oracle Corp COM(ORCL)Stock68389X105$44.1K3000.0%
ELI Lilly & Co COM(LLY)Stock532457108$46.2K500.0%
Tesla Inc COM(TSLA)Stock88160R101$46.5K1250.0%
Waters Corp COM(WAT)Stock941848103$46.8K1570.0%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$47.4K4000.0%
Ionq Inc COM(IONQ)Stock46222L108$47.8K1,6580.0%
Nike Inc CL B(NKE)Stock654106103$48.2K9120.0%
Bank of Amer Corp COM(BAC)Stock060505104$48.9K1,0030.0%
Disney Walt Co COM(DIS)Stock254687106$49.3K5120.1%
Unusual Machs Inc COM SHSStockU9154A208$49.6K4,0000.1%
Texas Instrs Inc COM(TXN)Stock882508104$50.9K2620.1%
Caseys GEN Stores Inc COM(CASY)Stock147528103$51.7K710.1%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$53.1K2,1340.1%
Reddit Inc CL A(RDDT)Stock75734B100$53.9K4000.1%
Ershares Private-Public Crossover ETF(XOVR)ETF293828877$54.4K3,2210.1%
Coca Cola Co COM(KO)Stock191216100$57.0K7490.1%
Qualcomm Inc COM(QCOM)Stock747525103$59.2K4600.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$63.6K3010.1%
Southern Co COM(SO)Stock842587107$64.1K6650.1%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$64.8K2,0230.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$65.9K5040.1%
Cava Group Inc COM(CAVA)Stock148929102$66.5K8220.1%
Lockheed Martin Corp COM(LMT)Stock539830109$66.6K1100.1%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$66.8K3800.1%
Transunion COM(TRU)Stock89400J107$71.6K1,0350.1%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$73.8K1600.1%
PreviousPage 2 of 4Next