Creekside Partners Reduced Holdings in Q2 2025

Creekside Partners

  • $211 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-847
- 2.22%
$172.42 - $223.89 $146K - $190K
37.3K $7.66B
MCD
Mcdonalds Corp

Consumer Cyclical
-79
- 3.06%
$285.55 - $321.23 $22.6K - $25.4K
2.5K $731M
PEP
Pepsico Inc

Consumer Defensive
-122
- 3.79%
$128.02 - $151.37 $15.6K - $18.5K
3.09K $409M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.6K
- 17.36%
$18.68 - $21.54 $48.6K - $56.1K
12.4K $253M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-638
- 25.45%
$101.97 - $126.75 $65.1K - $80.9K
1.87K $237M
HD
Home Depot, Inc.

Consumer Cyclical
-137
- 9.61%
$335.24 - $380.78 $45.9K - $52.2K
1.29K $472M
SBUX
Starbucks Corp

Consumer Cyclical
-67
- 1.39%
$79.69 - $99.41 $5.34K - $6.66K
4.74K $435M
VHT
Vanguard Health Care ETF

ETFs
-15
- 0.76%
$236.71 - $261.92 $3.55K - $3.93K
1.96K $486M
TGT
Target Corp

Consumer Defensive
-136
- 5.94%
$88.76 - $105.77 $12.1K - $14.4K
2.15K $213M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-102
- 1.83%
$58.95 - $66.19 $6.01K - $6.75K
5.49K $357M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.72K
- 3.62%
$23.55 - $27.67 $40.4K - $47.5K
45.7K $1.26B
DE
Deere & CO

Industrials
-72
- 6.38%
$412.99 - $531.48 $29.7K - $38.3K
1.06K $537M
FNDA
Schwab Fundamental U S Small C

ETFs
-107
- 0.78%
$23.85 - $28.69 $2.55K - $3.07K
13.7K $392M
USB
Us Bancorp \De\

Financial Services
-88
- 1.14%
$36.4 - $45.76 $3.2K - $4.03K
7.61K $345M
XLK
Technology Sector Spdr

ETFs
-58
- 3.12%
$179.73 - $253.23 $10.4K - $14.7K
1.8K $456M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.18%
$416.06 - $551.64 $832 - $1.1K
1.11K $610M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-141
- 0.48%
N/A
29.4K $2.76B
VBK
Vanguard Small Cap Growth ETF

ETFs
-19
- 0.25%
$219.76 - $276.94 $4.18K - $5.26K
7.58K $2.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-212
- 0.75%
$162.76 - $195.77 $34.5K - $41.5K
28.2K $5.49B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-914
- 3.57%
$91.62 - $116.16 $83.7K - $106K
24.7K $2.87B
VIG
Vanguard Dividend Appreciation

ETFs
-319
- 0.96%
N/A
32.9K $6.72B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-101
- 0.05%
$19.6 - $24.44 $1.98K - $2.47K
185K $4.52B
VO
Vanguard Mid Cap ETF

ETFs
-404
- 1.49%
$228.54 - $279.83 $92.3K - $113K
26.8K $7.49B
MSFT
Microsoft Corp

Technology
-438
- 6.86%
$354.56 - $497.45 $155K - $218K
5.95K $2.96B
NVDA
Nvidia Corp

Technology
-96
- 0.63%
$94.31 - $157.99 $9.05K - $15.2K
15.2K $2.41B
Activity Summary
Buys All Purchases 89 New Holdings 9 Increased Positions 80 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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