Creekside Partners Portfolio Holdings

Creekside Partners

  • $193 Billion
  • Q3 2024

Creekside Partners has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 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 $10.1B, Apple Inc. with a value of $9.08B, Schwab Strategic Tr Us Small C with a value of $7.63B, Vanguard Mid Cap ETF with a value of $6.93B, and Vanguard Dividend Appreciation with a value of $6.63B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $181B to 193B.

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 $193 Billion
ETFs: $147 Billion
Technology: $17.2 Billion
Financial Services: $7.82 Billion
Consumer Cyclical: $4.7 Billion
Healthcare: $2.78 Billion
Energy: $2.28 Billion
Industrials: $2.06 Billion
N/A: $1.88 Billion
Other: $4.65 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.82B
$675 Million 0.35% of portfolio
4,020
Q3 2024 Reduced 1.25%
$9.71B
$410 Million 0.21% of portfolio
3,627
Q2 2024 New
$3.37B
$272 Million 0.14% of portfolio
14,700
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $193 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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