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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
VVisa Inc
Recent Activity
Decreased -0.98%
0.31%
$1.33M
4,210 shares@ $316.02 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -4.78%
0.31%
$1.317M
2,071 shares@ $635.91 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.3%
0.3%
$1.288M
3,312 shares@ $388.95 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -0.01%
0.29%
$1.23M
5,788 shares@ $212.47 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -2.03%
0.28%
$1.199M
4,133 shares@ $290.01 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -2.67%
0.28%
$1.19M
2,288 shares@ $520.18 avg price
CHDChurch & Dwight Co Inc
Recent Activity
Decreased -0.73%
0.28%
$1.19M
11,366 shares@ $104.71 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -6.03%
0.28%
$1.176M
3,458 shares@ $339.95 avg price
NDAQNasdaq Inc
Recent Activity
Decreased -0.57%
0.25%
$1.064M
13,763 shares@ $77.32 avg price
MKCMccormick & Co Inc
Recent Activity
Decreased -2.27%
0.25%
$1.063M
13,947 shares@ $76.24 avg price