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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CFRCullen Frost Bankers Inc
| 0.01% | $2,820 21 shares@ $134.29 avg price | New Position |
VFCV F Corp
| 0.01% | $2,683 125 shares@ $21.47 avg price | New Position |
ULTAUlta Beauty Inc
| 0.01% | $2,610 6 shares@ $435.0 avg price | New Position |
STXSeagate Technology Hldngs Pl
| 0.01% | $2,590 30 shares@ $86.34 avg price | New Position |
GTLBGitlab Inc
| 0.01% | $2,536 45 shares@ $56.36 avg price | New Position |
ILMNIllumina Inc
| 0.01% | $2,406 18 shares@ $133.67 avg price | New Position |
NTCTNetscout Sys Inc
| 0.01% | $2,275 105 shares@ $21.67 avg price | New Position |
ADMArcher Daniels Midland Co
| 0.01% | $2,173 43 shares@ $50.54 avg price | New Position |
GWREGuidewire Software Inc
| 0.01% | $2,023 12 shares@ $168.59 avg price | New Position |
FSSFederal Signal Corp
| 0.01% | $1,756 19 shares@ $92.43 avg price | New Position |