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
BLKBlackrock Inc Recent Activity Exited	0%	$1.171M 1,234 shares@ $949.24 avg price	Exited
NSCNorfolk Southn Corp Recent Activity Exited	0%	$809,920 3,259 shares@ $248.52 avg price	Exited
NTRNutrien Ltd Recent Activity Exited	0%	$712,682 14,829 shares@ $48.07 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$522,217 7,252 shares@ $72.02 avg price	Exited
DFAXDimensional Etf Trust Recent Activity Exited	0%	$398,571 14,756 shares@ $27.02 avg price	Exited
SPYSpdr S&p 500 Etf Tr Recent Activity Exited	0%	$304,300 530 shares@ $574.16 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$133,838 164 shares@ $816.09 avg price	Exited
SCHBSchwab Strategic Tr Recent Activity Exited	0%	$26,475 398 shares@ $66.53 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$24,533 333 shares@ $73.68 avg price	Exited
VNQVanguard Index Fds Recent Activity Exited	0%	$18,510 190 shares@ $97.43 avg price	Exited