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
GHCGraham Hldgs Co Recent Activity New Position	0.01%	$1,744 2 shares@ $872.0 avg price	New Position
NEMNewmont Corp Recent Activity New Position	0.01%	$1,638 44 shares@ $37.23 avg price	New Position
MASMasco Corp Recent Activity New Position	0.01%	$1,597 22 shares@ $72.6 avg price	New Position
EXTRExtreme Networks Recent Activity New Position	0.01%	$1,524 91 shares@ $16.75 avg price	New Position
TTDThe Trade Desk Inc Recent Activity New Position	0.01%	$1,411 12 shares@ $117.59 avg price	New Position
PIImpinj Inc Recent Activity New Position	0.01%	$1,308 9 shares@ $145.34 avg price	New Position
DOCHealthpeak Properties Inc Recent Activity New Position	0.01%	$913 45 shares@ $20.29 avg price	New Position
FRPTFreshpet Inc Recent Activity New Position	0.01%	$889 6 shares@ $148.17 avg price	New Position
TRUPTrupanion Inc Recent Activity New Position	0.01%	$868 18 shares@ $48.23 avg price	New Position
FERGFerguson Enterprises Inc Recent Activity New Position	0.01%	$348 2 shares@ $174.0 avg price	New Position