Pacifica Partners Inc. logo

Pacifica Partners Inc.

RIA/Wealth

Pacifica Partners Inc. is a RIA/Wealth led by Naveen Chandra Gopal, managing $279.5M across 495 long positions as of Q3 2025 with AAPL as the largest holding (5% allocation).

PresidentNaveen Chandra Gopal
Portfolio Value
$279.5M
Positions
495
Top Holding
AAPL at 5.45%
Last Reported
Q3 2025
AddressSuite #213, 5455 - 152 Street, Surrey, V3S 5A5, Canada

Top Holdings

Largest long holdings in Pacifica Partners Inc.'s portfolio (35.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$15.2M
5.45%
+$151.7K
Bought
0.00%
59.7K shares
Internet Content & Information
Communication Services
$13.8M
4.93%
-$192.5K
Sold
0.00%
56.1K shares
Software - Infrastructure
Technology
$12.7M
4.53%
-$55.1K
Sold
0.00%
24.4K shares
4
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$10.3M
3.69%
-$108.3K
Sold
0.00%
46.7K shares
Semiconductors
Technology
$9.2M
3.31%
-$75.1K
Sold
0.01%
42.4K shares
Insurance - Diversified
Financial Services
$8.4M
2.99%
+$18.4K
Bought
0.00%
16.8K shares
Semiconductors
Technology
$7.6M
2.70%
-$70.5K
Sold
0.00%
52.9K shares
Drug Manufacturers - General
Healthcare
$7.2M
2.59%
+$513.8K
Bought
0.00%
38.9K shares
Financial - Credit Services
Financial Services
$7.1M
2.55%
+$358.6K
Bought
0.00%
20.5K shares
Asset Management
Financial Services
$7.1M
2.54%
-$99.4K
Sold
0.01%
104.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Pacifica Partners Inc.'s latest filing

See all changes
Market Value
$279.5M
Prior: $246.4M
Q/Q Change
+13.47%
+$33.2M
Net Flows % of MV
+1.69%
Turnover Ratio
5.61%
New Purchases
24 stocks
$5.4M
Added To
105 stocks
+$12.0M
Sold Out Of
64 stocks
$1.5M
Reduced Holdings
107 stocks
-$11.3M

Increased Positions

PositionShares Δ
New
New
New
4
EMA
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Pacifica Partners Inc.

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Sector Allocation

Technology: 21.10%TechnologyFinancial Services: 19.70%Financial ServicesEnergy: 13.70%EnergyETF: 11.00%ETFCommunication Services: 7.70%Industrials: 6.70%Consumer Cyclical: 5.10%Consumer Defensive: 4.40%Healthcare: 4.30%Basic Materials: 2.80%Utilities: 1.80%Real Estate: 0.30%
Technology
21.10%
Financial Services
19.70%
Energy
13.70%
ETF
11.00%
Communication Services
7.70%
Industrials
6.70%
Consumer Cyclical
5.10%
Consumer Defensive
4.40%
Healthcare
4.30%
Basic Materials
2.80%
Utilities
1.80%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 44.58%Mega Cap (> $200B)Large Cap ($10B - $200B): 40.36%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.65%Small Cap ($300M - $2B): 0.06%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.03%N/A (ETF or Unknown): 12.31%N/A (ETF or Unknown)
Mega Cap (> $200B)
44.58%
Large Cap ($10B - $200B)
40.36%
Mid Cap ($2B - $10B)
2.65%
Small Cap ($300M - $2B)
0.06%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.03%
N/A (ETF or Unknown)
12.31%

Portfolio Concentration

Top 10 Holdings %
35.29%
Top 20 Holdings %
55.3%
Top 50 Holdings %
83.77%
Top 100 Holdings %
94.4%

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