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Jacqueline Kruger

@First Pacific Financial

Latest period2024 - Q4ReportedManaged Assets$429.785MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.05%
0.42%
$1.777M
3,102 shares@ $572.71 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.04%
0.39%
$1.646M
8,642 shares@ $190.44 avg price
BXBlackstone Inc
Recent Activity
Decreased -1.73%
0.38%
$1.598M
9,271 shares@ $172.42 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -1.37%
0.37%
$1.557M
7,550 shares@ $206.27 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -5.12%
0.36%
$1.536M
4,627 shares@ $331.88 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -4.34%
0.34%
$1.421M
12,868 shares@ $110.46 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -2.15%
0.33%
$1.412M
4,126 shares@ $342.17 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.43%
0.33%
$1.384M
3,935 shares@ $351.8 avg price
CMICummins Inc
Recent Activity
Decreased -2.61%
0.32%
$1.375M
3,945 shares@ $348.59 avg price
ECLEcolab Inc
Recent Activity
Decreased -1.31%
0.32%
$1.374M
5,865 shares@ $234.32 avg price