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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
AMTAmerican Tower Corp New
Recent Activity
Decreased -10.71%
0.21%
$895,291
4,881 shares@ $183.43 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -2.1%
0.21%
$894,621
3,528 shares@ $253.58 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.46%
0.21%
$885,897
3,859 shares@ $229.57 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.31%
0.21%
$871,559
3,822 shares@ $228.04 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.31%
0.21%
$871,442
32,847 shares@ $26.54 avg price
XYLXylem Inc
Recent Activity
Decreased -1.08%
0.21%
$868,214
7,483 shares@ $116.03 avg price
SYYSysco Corp
Recent Activity
Decreased -0.24%
0.2%
$820,031
10,725 shares@ $76.46 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -12.98%
0.19%
$815,912
3,719 shares@ $219.4 avg price
MDTMedtronic Plc
Recent Activity
Decreased -1.17%
0.19%
$798,481
9,996 shares@ $79.89 avg price
ASMLAsml Holding N V
Recent Activity
Decreased -1.64%
0.18%
$746,448
1,077 shares@ $693.09 avg price