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
AXTAAxalta Coating Sys Ltd Recent Activity New Position	0.01%	$5,921 173 shares@ $34.23 avg price	New Position
STZConstellation Brands Inc Recent Activity New Position	0.01%	$5,746 26 shares@ $221.0 avg price	New Position
HPQHp Inc Recent Activity New Position	0.01%	$5,515 169 shares@ $32.64 avg price	New Position
KDPKeurig Dr Pepper Inc Recent Activity New Position	0.01%	$5,429 169 shares@ $32.13 avg price	New Position
MOAltria Group Inc Recent Activity New Position	0.01%	$5,229 100 shares@ $52.29 avg price	New Position
FISFidelity Natl Information Sv Recent Activity New Position	0.01%	$5,089 63 shares@ $80.78 avg price	New Position
SSNCSs&c Technologies Hldgs Inc Recent Activity New Position	0.01%	$4,547 60 shares@ $75.79 avg price	New Position
AJGGallagher Arthur J & Co Recent Activity New Position	0.01%	$4,258 15 shares@ $283.87 avg price	New Position
ENSEnersys Recent Activity New Position	0.01%	$4,252 46 shares@ $92.44 avg price	New Position
CTSHCognizant Technology Solutio Recent Activity New Position	0.01%	$3,999 52 shares@ $76.91 avg price	New Position