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
DGROIshares Tr Recent Activity Exited	0%	$12,288 196 shares@ $62.7 avg price	Exited
IJHIshares Tr Recent Activity Exited	0%	$8,414 135 shares@ $62.33 avg price	Exited
SILASila Realty Trust Inc Recent Activity Exited	0%	$7,815 309 shares@ $25.3 avg price	Exited
ITGartner Inc Recent Activity Exited	0%	$7,602 15 shares@ $506.8 avg price	Exited
ATRAptargroup Inc Recent Activity Exited	0%	$7,369 46 shares@ $160.2 avg price	Exited
SLVIshares Silver Tr Recent Activity Exited	0%	$6,790 239 shares@ $28.42 avg price	Exited
CWTCalifornia Wtr Svc Group Recent Activity Exited	0%	$6,778 125 shares@ $54.23 avg price	Exited
PIDInvesco Exchange Traded Fd T Recent Activity Exited	0%	$4,906 248 shares@ $19.79 avg price	Exited
RKLBRocket Lab Usa Inc Recent Activity Exited	0%	$4,865 500 shares@ $9.73 avg price	Exited
MTDMettler Toledo International Recent Activity Exited	0%	$4,500 3 shares@ $1500.0 avg price	Exited