Jacqueline Kruger

@First Pacific Financial

Latest period2024 - Q4

Reported4d 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
ZSZscaler Inc Recent Activity New Position	0.01%	$3,970 22 shares@ $180.46 avg price	New Position
AONAon Plc Recent Activity New Position	0.01%	$3,951 11 shares@ $359.19 avg price	New Position
SXTSensient Technologies Corp Recent Activity New Position	0.01%	$3,920 55 shares@ $71.28 avg price	New Position
SYNASynaptics Inc Recent Activity New Position	0.01%	$3,893 51 shares@ $76.34 avg price	New Position
VRSKVerisk Analytics Inc Recent Activity New Position	0.01%	$3,857 14 shares@ $275.5 avg price	New Position
NOVTNovanta Inc Recent Activity New Position	0.01%	$3,820 25 shares@ $152.8 avg price	New Position
AMBAAmbarella Inc Recent Activity New Position	0.01%	$3,565 49 shares@ $72.76 avg price	New Position
VLTOVeralto Corp Recent Activity New Position	0.01%	$3,260 32 shares@ $101.88 avg price	New Position
MANHManhattan Associates Inc Recent Activity New Position	0.01%	$3,243 12 shares@ $270.25 avg price	New Position
WSTWest Pharmaceutical Svsc Inc Recent Activity New Position	0.01%	$2,949 9 shares@ $327.67 avg price	New Position