Jacqueline Kruger

@First Pacific Financial

Latest period2024 - Q4

Reported3d ago

Managed Assets$429.785M

Total holdings400

Assets growth rate0.57%

Assets growth rate (2-Q avg)5.18%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in First Pacific Financial's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 400 positions.

Assets under management

The assets under management (AUM) of First Pacific Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 429.785M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by Jacqueline Kruger, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GMFSpdr Index Shs Fds Recent Activity New Position	4.3%	$18.465M 159,789 shares@ $115.56 avg price	New Position
JPSTJ P Morgan Exchange Traded F Recent Activity New Position	0.89%	$3.814M 75,718 shares@ $50.38 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.3%	$1.259M 1,228 shares@ $1024.91 avg price	New Position
APTVAptiv Plc Recent Activity New Position	0.11%	$438,722 7,254 shares@ $60.49 avg price	New Position
PHOInvesco Exchange Traded Fd T Recent Activity New Position	0.04%	$166,120 2,525 shares@ $65.8 avg price	New Position
AMATApplied Matls Inc Recent Activity New Position	0.04%	$162,630 1,000 shares@ $162.63 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.03%	$118,458 1,640 shares@ $72.24 avg price	New Position
MTUMIshares Tr Recent Activity New Position	0.02%	$85,872 415 shares@ $206.93 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.02%	$57,138 813 shares@ $70.29 avg price	New Position
CCJCameco Corp Recent Activity New Position	0.02%	$50,003 973 shares@ $51.4 avg price	New Position