Ownership history in Pacific Wealth Management Β· 13 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management reported a position in ONTO INNOVATION INC (ONTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Pacific Wealth Management outperformed the S&P 500 by +6.3% annually on this ONTO position. Timing score: 33% (1/3 decisions correct). Average cost basis: $101.23. Maximum drawdown during holding period: β44.7%.
π₯ Exceptional β beat the S&P 500 by 6.3% per year on this position.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $101.23 (2021 Q4) Β· Worst: $101.23 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 3 trims. Bought during 0 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size