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Aristotle Pacific Capital, LLC

hedge fundUpdated 28 days ago

Managed by Pacific Asset Management Llc • Latest filing Q2 2026

Portfolio value
$210.3M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 11 quarters

Show data table
PeriodPortfolio value
Q4 2023$242.9M
Q1 2024$272.7M
Q2 2024$304.4M
Q3 2024$348.4M
Q4 2024$319.3M
Q1 2025$303.8M
Q2 2025$208.5M
Q3 2025$205.4M
Q4 2025$243.8M
Q1 2026$123M
Q2 2026$210.3M

Top holdings

5 positions as of Q2 2026

View filing
V
1.VVR

INVESCO EXCH TRADED FD TR II

Value
$55.1M
Shares
2.71M
% Port
26.20%
S

SSGA ACTIVE ETF TR

Value
$54.9M
Shares
1.37M
% Port
26.13%
S

SPDR SERIES TRUST

Value
$38.1M
Shares
395.0K
% Port
18.11%
E

ISHARES TR

Value
$35.3M
Shares
441.4K
% Port
16.79%
S

SPDR SERIES TRUST

Value
$26.9M
Shares
1.07M
% Port
12.78%

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