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Livermore
Livermore
ZHEN

Pacitti Group Inc.

SEC CIK
0001793269
Latest filing
Aug 3, 2026

The latest 13F from Pacitti Group Inc. covers Q2 2026 (filed Aug 3, 2026): 157 long positions worth $315.7M. The top 10 holdings make up 30.0% of the portfolio, and the largest is State Street SPDR Bloomberg 1-3 Month T-Bill ETF at 5.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$4.14M
Added
117
Est. +$17.7M
Reduced
19
Est. −$723.1K
Sold out
4
Est. −$3.26M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    5.1%$16.1M
  2. AAPLApple Inc.
    3.9%$12.4MHistory
  3. NVDANVIDIA Corp
    3.4%$10.6MHistory
  4. AVGOBroadcom Inc.
    3.3%$10.4MHistory
  5. Vanguard Dividend Appreciation ETF921908844
    3.0%$9.48M

Biggest buys

New and added positions, by estimated amount bought

  1. ADMArcher-Daniels-Midland Co
    +$2.23MNewHistory
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +$859.6KAdded
  3. AVGOBroadcom Inc.
    +$775.1KAddedHistory
  4. Vanguard Scottsdale FDS92206C102
    +$731.6KAdded
  5. Vanguard Scottsdale FDS92206C706
    +$582.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +0.85 pp0.5% → 1.4%History
  2. ADMArcher-Daniels-Midland Co
    +0.71 pp0.0% → 0.7%History
  3. CSCOCisco Systems, Inc.
    +0.62 pp1.5% → 2.1%History
  4. AVGOBroadcom Inc.
    +0.41 pp2.9% → 3.3%History
  5. CMICummins Inc
    +0.27 pp1.2% → 1.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MDTMedtronic plc
    −$1.78MSold outHistory
  2. State Street Health Care Select Sector SPDR ETF81369Y209
    −$1.01MSold out
  3. NFLXNetflix Inc
    −$425.5KReducedHistory
  4. SOFISoFi Technologies, Inc.
    −$261.8KSold outHistory
  5. ADSKAutodesk, Inc.
    −$217.9KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MDTMedtronic plc
    −0.65 pp0.6% → 0.0%History
  2. State Street Health Care Select Sector SPDR ETF81369Y209
    −0.37 pp0.4% → 0.0%
  3. NFLXNetflix Inc
    −0.25 pp0.3% → 0.1%History
  4. SOFISoFi Technologies, Inc.
    −0.10 pp0.1% → 0.0%History
  5. ADSKAutodesk, Inc.
    −0.08 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$315.7M
+$42.2M (+15.4%) vs. prior quarter
Positions
157
+4 vs. prior quarter
Top 10 concentration
30.0%
Top 10 as share of value
Turnover
1.4%
Q2 2026, one quarter
Average holding period
17.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $315.7M (Q2 2026)

Q1 2021: $151.3MQ2 2021: $166.3MQ3 2021: $160.1MQ4 2021: $153.8MQ1 2022: $151.4MQ2 2022: $130.3MQ3 2022: $122.2MQ4 2022: $127.8MQ1 2023: $136.6MQ2 2023: $142.0MQ3 2023: $142.9MQ4 2023: $160.4MQ1 2024: $185.1MQ2 2024: $191.2MQ3 2024: $212.0MQ4 2024: $211.7MQ1 2025: $210.9MQ2 2025: $230.6MQ3 2025: $258.3MQ4 2025: $271.7MQ1 2026: $273.5MQ2 2026: $315.7M
Q1 2021Q2 2026
13F filings of Pacitti Group Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 3, 2026157$315.7MState Street SPDR Bloomberg 1-3 Month T-Bill ETFAAPLNVDAvs. Q1 2026SEC
Q1 2026May 6, 2026153$273.5MState Street SPDR Bloomberg 1-3 Month T-Bill ETFAAPLNVDAvs. Q4 2025SEC
Q4 2025Feb 5, 2026153$271.7MState Street SPDR Bloomberg 1-3 Month T-Bill ETFAAPLNVDAvs. Q3 2025SEC
Q3 2025Nov 14, 2025151$258.3MState Street SPDR Bloomberg 1-3 Month T-Bill ETFAAPLNVDAvs. Q2 2025SEC
Q2 2025Jul 31, 2025142$230.6MState Street SPDR Bloomberg 1-3 Month T-Bill ETFMSFTNVDAvs. Q1 2025SEC
Q1 2025May 9, 2025139$210.9MState Street SPDR Bloomberg 1-3 Month T-Bill ETFAAPLMSFTvs. Q4 2024SEC
Q4 2024Feb 7, 2025141$211.7MAAPLState Street SPDR Bloomberg 1-3 Month T-Bill ETFNVDAvs. Q3 2024SEC
Q3 2024Nov 12, 2024147$212.0MAAPLState Street SPDR Bloomberg 1-3 Month T-Bill ETFMSFTvs. Q2 2024SEC
Q2 2024Aug 13, 2024153$191.2MAAPLMSFTNVDAvs. Q1 2024SEC
Q1 2024May 13, 2024154$185.1MPGMSFTAAPLvs. Q4 2023SEC
Q4 2023Feb 14, 2024146$160.4MAAPLMSFTVanguard Dividend Appreciation ETFvs. Q3 2023SEC
Q3 2023Nov 13, 2023142$142.9MAAPLVanguard High Dividend Yield Index ETFMSFTvs. Q2 2023SEC
Q2 2023Aug 11, 2023144$142.0MAAPLMSFTVanguard High Dividend Yield Index ETFvs. Q1 2023SEC
Q1 2023May 12, 2023146$136.6MAAPLVanguard High Dividend Yield Index ETFMSFTvs. Q4 2022SEC
Q4 2022Feb 10, 2023146$127.8MVanguard High Dividend Yield Index ETFAAPLVanguard Dividend Appreciation ETFvs. Q3 2022SEC
Q3 2022Nov 10, 2022145$122.2MAAPLVanguard High Dividend Yield Index ETFMSFTvs. Q2 2022SEC
Q2 2022Aug 10, 2022144$130.3MAAPLVanguard High Dividend Yield Index ETFMSFTvs. Q1 2022SEC
Q1 2022May 12, 2022160$151.4MMSFTAAPLVanguard High Dividend Yield Index ETFvs. Q4 2021SEC
Q4 2021Feb 8, 2022156$153.8MMSFTAAPLVanguard High Dividend Yield Index ETFvs. Q3 2021SEC
Q3 2021Nov 15, 2021651$160.1MMSFTAAPLVanguard High Dividend Yield Index ETFvs. Q2 2021SEC
Q2 2021Aug 16, 2021911$166.3MMSFTAAPLVanguard High Dividend Yield Index ETFvs. Q1 2021SEC
Q1 2021May 17, 2021916$151.3MMSFTVanguard High Dividend Yield Index ETFAAPL–SEC