AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Pacific Asset Management, LLC reported a significant expansion in its portfolio for the period ending December 31, 2025. The total portfolio value surged by 54.1%, rising from $108.10 million to $166.56 million. This substantial growth in assets under management (AUM) was driven by a combination of market performance and robust capital inflows, evidenced by the high volume of trading activity during the quarter. The portfolio currently consists of 70 holdings, indicating a...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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