Pacific Sage Partners, LLC
Pacific Sage Partners, LLC reported 127 holdings worth US$705M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Pacific Sage Partners, LLC reported 127 holdings worth US$705M as of Jun 30, 2026. Largest: Microsoft Corp., Amazon.com, Inc. and Apple Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 127
- Value as reported
- US$705M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 187K | US$69.6M | 9.9% |
| Amazon.com, Inc. | 62,922 | US$15M | 2.1% |
| Apple Inc | 31,880 | US$9.22M | 1.3% |
| Alphabet Inc (google) Class C | 22,354 | US$7.99M | 1.1% |
| Costco Wholesale Corporation | 6,826 | US$6.39M | 0.91% |
| Applied Materials, Inc. | 8,275 | US$5.98M | 0.85% |
| Nvidia Corporation | 23,476 | US$4.7M | 0.67% |
| Palo Alto Networks, Inc. | 13,199 | US$4.5M | 0.64% |
| Tesla, Inc. | 7,390 | US$3.11M | 0.44% |
| Starbucks Corporation | 30,122 | US$3.08M | 0.44% |
| F5, Inc. | 7,077 | US$2.94M | 0.42% |
| Deere & Company | 4,086 | US$2.59M | 0.37% |
| Oracle Corporation | 16,082 | US$2.36M | 0.33% |
| Adobe Inc. | 10,701 | US$2.19M | 0.31% |
| Intel Corporation | 15,433 | US$2.15M | 0.31% |
| Home Depot, Inc. (the) | 5,577 | US$1.97M | 0.28% |
| Cisco Systems, Inc. | 15,880 | US$1.87M | 0.26% |
| Boeing Company (the) | 8,607 | US$1.86M | 0.26% |
| Amgen Inc. | 5,110 | US$1.85M | 0.26% |
| Berkshire Hathaway Inc. | 3,645 | US$1.82M | 0.26% |
| Eli Lilly And Company | 1,509 | US$1.81M | 0.26% |
| Progressive Corporation (the) | 7,272 | US$1.59M | 0.23% |
| Sound Financial Bancorp, Inc. | 36,191 | US$1.56M | 0.22% |
| Visa Inc. | 4,219 | US$1.45M | 0.21% |
| Walmart Inc. | 10,989 | US$1.24M | 0.18% |
| Exxon Mobil Corporation | 8,712 | US$1.19M | 0.17% |
| Chevron Corporation | 6,982 | US$1.16M | 0.16% |
| Netflix, Inc. | 14,962 | US$1.07M | 0.15% |
| Johnson & Johnson | 4,084 | US$1.04M | 0.15% |
| Meta Platforms, Inc. | 1,739 | US$979K | 0.14% |
| Paccar Inc. | 7,711 | US$926K | 0.13% |
| The Cigna Group | 2,739 | US$755K | 0.11% |
| Bank Of America Corporation | 12,980 | US$740K | 0.10% |
| Affirm Holdings, Inc. | 8,870 | US$723K | 0.10% |
| Procter & Gamble Company (the) | 3,754 | US$550K | 0.08% |
| Broadcom Inc. | 1,357 | US$513K | 0.07% |
| Corning Incorporated | 1,972 | US$504K | 0.07% |
| Keel Infrastructure Corp. | 84,940 | US$488K | 0.07% |
| Jp Morgan Chase & Co. | 1,464 | US$479K | 0.07% |
| Oneok, Inc. | 5,275 | US$459K | 0.07% |
| At&t Inc. | 21,821 | US$452K | 0.06% |
| Micron Technology, Inc. | 389 | US$449K | 0.06% |
| Walt Disney Company (the) | 4,477 | US$431K | 0.06% |
| United Airlines Holdings, Inc. | 3,066 | US$417K | 0.06% |
| Verizon Communications Inc. | 9,778 | US$414K | 0.06% |
| Ge Vernova Inc. | 346 | US$407K | 0.06% |
| Mcdonald's Corporation | 1,396 | US$377K | 0.05% |
| International Business Machines Corporation | 1,280 | US$360K | 0.05% |
| Thermo Fisher Scientific Inc | 686 | US$344K | 0.05% |
| Ge Aerospace | 911 | US$340K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 691 | US$330K | 0.05% |
| Barrick Mining Corporation | 8,964 | US$329K | 0.05% |
| Abbott Laboratories | 3,486 | US$316K | 0.04% |
| Danaher Corporation | 1,659 | US$316K | 0.04% |
| Impinj, Inc. | 2,189 | US$314K | 0.04% |
| Union Pacific Corporation | 1,113 | US$303K | 0.04% |
| United Parcel Service, Inc. | 2,791 | US$300K | 0.04% |
| Salesforce, Inc. | 1,875 | US$294K | 0.04% |
| Abbvie Inc. | 1,158 | US$291K | 0.04% |
| Fedex Corporation | 916 | US$287K | 0.04% |
| T-mobile Us, Inc. | 1,702 | US$285K | 0.04% |
| Newmont Corporation | 3,033 | US$283K | 0.04% |
| Dell Technologies Inc. | 650 | US$281K | 0.04% |
| Advanced Micro Devices Inc | 469 | US$272K | 0.04% |
| Dba Sempra | 2,907 | US$270K | 0.04% |
| Philip Morris International Inc | 1,480 | US$268K | 0.04% |
| Tc Energy Corporation | 3,722 | US$247K | 0.04% |
| Shopify Inc. | 2,130 | US$243K | 0.03% |
| Allstate Corporation (the) | 1,019 | US$242K | 0.03% |
| Granite Construction Incorporated | 1,394 | US$220K | 0.03% |
| Bristol-myers Squibb Company | 3,749 | US$216K | 0.03% |
| Emcor Group, Inc. | 256 | US$212K | 0.03% |
| Goldman Sachs Group, Inc. (the) | 210 | US$212K | 0.03% |
| Delta Air Lines, Inc. | 2,258 | US$211K | 0.03% |
| Marathon Petroleum Corporation | 822 | US$210K | 0.03% |
| Emerson Electric Company | 1,448 | US$207K | 0.03% |
| Wells Fargo & Company | 2,507 | US$207K | 0.03% |
| Cvs Health Corporation | 1,951 | US$202K | 0.03% |
| Lumen Technologies, Inc. | 14,849 | US$114K | 0.02% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Regeneron Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Comcast Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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