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
RSPInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$33,294 190 shares@ $175.24 avg price	New Position
IWRIshares Tr Recent Activity New Position	0.01%	$26,520 300 shares@ $88.4 avg price	New Position
RSGRepublic Svcs Inc Recent Activity New Position	0.01%	$18,107 90 shares@ $201.19 avg price	New Position
EIXEdison Intl Recent Activity New Position	0.01%	$15,968 200 shares@ $79.84 avg price	New Position
HESHess Corp Recent Activity New Position	0.01%	$14,233 107 shares@ $133.02 avg price	New Position
WMTWalmart Inc Recent Activity New Position	0.01%	$12,469 138 shares@ $90.36 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.01%	$7,039 100 shares@ $70.39 avg price	New Position
LAMRLamar Advertising Co New Recent Activity New Position	0.01%	$6,087 50 shares@ $121.74 avg price	New Position
PMPhilip Morris Intl Inc Recent Activity New Position	0.01%	$6,018 50 shares@ $120.36 avg price	New Position
AVYAvery Dennison Corp Recent Activity New Position	0.01%	$5,989 32 shares@ $187.16 avg price	New Position