Creekside Partners Portfolio Holdings

Creekside Partners

  • $191 Billion
  • Q1 2025

Creekside Partners has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $10.4B, Apple Inc. with a value of $8.48B, Schwab Strategic Tr Us Small C with a value of $7.1B, Vanguard Mid Cap ETF with a value of $7.02B, and Vanguard Dividend Appreciation with a value of $6.44B.

Examining the 13F form we can see an decrease of $1.93B in the current position value, from $193B to 191B.

Creekside Partners is based out at Petaluma, CA

Below you can find more details about Creekside Partners portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $145 Billion
Technology: $15.8 Billion
Financial Services: $8.75 Billion
Consumer Cyclical: $4.85 Billion
Healthcare: $2.65 Billion
Energy: $2.57 Billion
Industrials: $1.95 Billion
N/A: $1.86 Billion
Other: $4.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Billion 5.43% of portfolio
524,478
Q1 2025 Added 2.98%
$3.39T
$8.48 Billion 4.44% of portfolio
38,170
Q1 2025 Reduced 0.06%
$0
$7.1 Billion 3.72% of portfolio
303,055
Q1 2025 Added 0.41%
$0
$7.02 Billion 3.68% of portfolio
27,159
Q1 2025 Added 1.38%
$0
$6.44 Billion 3.37% of portfolio
33,174
Q1 2025 Added 0.18%
$0
$6 Billion 3.14% of portfolio
27,063
Q1 2025 Added 3.57%
$0
$5.79 Billion 3.03% of portfolio
113,980
Q1 2025 Added 0.73%
$0
$5.75 Billion 3.01% of portfolio
267,133
Q1 2025 Added 5.6%
$0
$5.28 Billion 2.77% of portfolio
28,365
Q1 2025 Reduced 0.51%
$0
$4.09 Billion 2.14% of portfolio
185,082
Q1 2025 Reduced 7.03%
$0
$3.73 Billion 1.95% of portfolio
32,038
Q1 2025 Reduced 2.33%
$0
$3.31 Billion 1.73% of portfolio
126,197
Q1 2025 Added 13.87%
$0
$2.98 Billion 1.56% of portfolio
10,841
Q1 2025 Added 0.07%
$0
$2.98 Billion 1.56% of portfolio
32,966
Q1 2025 Added 0.65%
$0
$2.83 Billion 1.48% of portfolio
102,719
Q1 2025 Added 2.04%
$0
$2.75 Billion 1.44% of portfolio
113,648
Q1 2025 Added 0.19%
$0
$2.7 Billion 1.41% of portfolio
42,477
Q1 2025 Reduced 0.73%
$0
$2.62 Billion 1.37% of portfolio
25,622
Q1 2025 Reduced 2.76%
$0
$2.6 Billion 1.36% of portfolio
29,576
Q1 2025 Added 0.91%
$0
$2.55 Billion 1.33% of portfolio
265,612
Q1 2025 Added 7.5%
$3.35T
$2.4 Billion 1.25% of portfolio
6,383
Q1 2025 Added 0.93%
$103B
$2.36 Billion 1.23% of portfolio
8,175
Q1 2025 Reduced 0.2%
$0
$2.33 Billion 1.22% of portfolio
38,369
Q1 2025 Added 9.15%
-
$2.13 Billion 1.12% of portfolio
-
Q1 2025 Added 4.44%
$0
$1.91 Billion 1.0% of portfolio
7,598
Q1 2025 Added 0.13%
$0
$1.86 Billion 0.97% of portfolio
115,358
Q1 2025 Added 0.57%
$2.13T
$1.83 Billion 0.96% of portfolio
9,593
Q1 2025 Added 0.69%
$0
$1.79 Billion 0.94% of portfolio
10,360
Q1 2025 Added 0.18%
$0
$1.74 Billion 0.91% of portfolio
13,454
Q1 2025 Reduced 0.55%
$307B
$1.66 Billion 0.87% of portfolio
15,337
Q1 2025 Reduced 4.42%
$0
$1.64 Billion 0.86% of portfolio
14,153
Q4 2024 Added 0.01%
$0
$1.56 Billion 0.81% of portfolio
16,621
Q1 2025 Reduced 2.59%
$277B
$1.47 Billion 0.77% of portfolio
8,813
Q1 2025 Reduced 0.91%
$0
$1.41 Billion 0.74% of portfolio
22,642
Q1 2025 Reduced 8.27%
$0
$1.39 Billion 0.73% of portfolio
28,396
Q1 2025 Added 5.05%
$0
$1.39 Billion 0.73% of portfolio
18,862
Q1 2025 Reduced 6.62%
$403B
$1.35 Billion 0.71% of portfolio
8,144
Q1 2025 Added 0.36%
$0
$1.29 Billion 0.68% of portfolio
13,441
Q3 2024 Reduced 35.81%
$0
$1.26 Billion 0.66% of portfolio
47,402
Q1 2025 Reduced 3.78%
$0
$1.19 Billion 0.63% of portfolio
20,474
Q1 2025 Added 0.16%
$0
$1.19 Billion 0.62% of portfolio
32,979
Q4 2024 Reduced 2.21%
$0
$1.14 Billion 0.6% of portfolio
16,696
Q1 2025 Added 21.8%
$0
$1.1 Billion 0.58% of portfolio
13,949
Q1 2025 Added 36.42%
$0
$1.04 Billion 0.54% of portfolio
13,202
Q4 2024 Added 11.99%
$0
$967 Million 0.51% of portfolio
5,597
Q1 2025 Added 0.16%
$0
$953 Million 0.5% of portfolio
1,854
Q1 2025 Added 15.08%
$0
$930 Million 0.49% of portfolio
32,232
Q1 2025 Added 4.06%
$181B
$916 Million 0.48% of portfolio
2,778
Q1 2025 Added 0.07%
$0
$910 Million 0.48% of portfolio
20,205
Q1 2025 Reduced 4.86%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $191 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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