Creekside Partners Portfolio Holdings

Creekside Partners

  • $227 Billion
  • Q3 2025

Creekside Partners has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 172 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 $12.5B, Apple Inc. with a value of $9.61B, Schwab Strategic Tr Us Small C with a value of $8.32B, Vanguard Mid Cap ETF with a value of $7.86B, and Schwab Strategic Tr Us Broad M with a value of $7.83B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $211B to 227B.

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 $227 Billion
ETFs: $172 Billion
Technology: $20.4 Billion
Financial Services: $9.47 Billion
Consumer Cyclical: $5.47 Billion
Industrials: $2.68 Billion
Communication Services: $2.67 Billion
Healthcare: $2.65 Billion
Energy: $2.17 Billion
Other: $3.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.14 Billion 0.5% of portfolio
13,509
Q3 2025 Added 2.82%
$0
$1.14 Billion 0.5% of portfolio
13,021
Q3 2025 Reduced 1.37%
$319B
$1.11 Billion 0.49% of portfolio
16,166
Q3 2025 Added 41.94%
$0
$1.1 Billion 0.48% of portfolio
20,254
Q3 2025 Added 0.12%
$0
$1.04 Billion 0.46% of portfolio
5,601
Q3 2025 Added 0.07%
$0
$1.03 Billion 0.45% of portfolio
28,443
Q3 2025 Added 0.23%
$881B
$1 Billion 0.44% of portfolio
3,171
Q3 2025 Reduced 2.82%
$0
$1 Billion 0.44% of portfolio
21,988
Q2 2025 Added 0.19%
$139B
$976 Million 0.43% of portfolio
2,957
Q3 2025 Added 0.78%
$0
$981 Million 0.43% of portfolio
23,372
Q3 2025 Reduced 2.09%
$266B
$960 Million 0.42% of portfolio
3,401
Q3 2025 Added 0.12%
$0
$920 Million 0.41% of portfolio
17,414
Q3 2025 Added 0.05%
$593B
$846 Million 0.37% of portfolio
3,009
Q2 2024 New
$0
$819 Million 0.36% of portfolio
22,396
Q3 2025 Added 0.25%
$317B
$799 Million 0.35% of portfolio
9,537
Q2 2024 New
$0
$793 Million 0.35% of portfolio
8,164
Q3 2025 Added 0.25%
$1.74T
$776 Million 0.34% of portfolio
3,186
Q2 2025 Added 9.75%
$224B
$761 Million 0.34% of portfolio
2,503
Q2 2025 Reduced 3.06%
$0
$722 Million 0.32% of portfolio
3,620
Q3 2025 Added 0.11%
$0
$700 Million 0.31% of portfolio
4,012
Q3 2025 Added 0.1%
$0
$712 Million 0.31% of portfolio
16,903
Q3 2025 Added 0.42%
$0
$711 Million 0.31% of portfolio
3,397
Q3 2025 Added 0.27%
$0
$703 Million 0.31% of portfolio
5,914
Q3 2025 Reduced 3.21%
$0
$715 Million 0.31% of portfolio
3,774
Q3 2025 Added 0.05%
$2.54B
$653 Million 0.29% of portfolio
4,020
Q3 2024 Reduced 1.25%
$0
$664 Million 0.29% of portfolio
1,106
Q2 2025 Reduced 0.18%
$0
$646 Million 0.28% of portfolio
9,651
Q3 2025 Added 1.33%
$0
$627 Million 0.28% of portfolio
25,000
Q2 2024 New
$0
$646 Million 0.28% of portfolio
5,705
Q3 2025 Added 0.78%
$0
$646 Million 0.28% of portfolio
969
Q3 2025 Reduced 0.51%
$0
$622 Million 0.27% of portfolio
65,460
Q3 2025 Reduced 6.58%
$0
$619 Million 0.27% of portfolio
33,949
Q3 2025 Added 0.27%
$346B
$590 Million 0.26% of portfolio
3,837
Q1 2025 Added 0.16%
Or Royalties Inc.
-
$589 Million 0.26% of portfolio
-
Q2 2025 New
$0
$563 Million 0.25% of portfolio
9,061
Q3 2025 Reduced 5.21%
$662B
$539 Million 0.24% of portfolio
1,072
Q3 2025 Reduced 12.27%
$0
$534 Million 0.24% of portfolio
895
Q3 2025 Added 0.11%
$367B
$524 Million 0.23% of portfolio
1,292
Q3 2025 Added 0.31%
$1.37T
$523 Million 0.23% of portfolio
712
Q2 2025 Added 5.95%
$0
$522 Million 0.23% of portfolio
3,614
Q3 2025 Reduced 6.01%
$0
$528 Million 0.23% of portfolio
6,224
Q2 2025 Added 1.6%
$0
$525 Million 0.23% of portfolio
19,219
Q3 2025 Reduced 2.14%
$0
$526 Million 0.23% of portfolio
5,639
Q2 2025 Added 1.08%
$70.2B
$500 Million 0.22% of portfolio
15,980
Q2 2024 New
$0
$509 Million 0.22% of portfolio
11,446
Q2 2025 Added 0.22%
$168B
$490 Million 0.22% of portfolio
6,490
Q3 2025 Reduced 6.0%
$0
$509 Million 0.22% of portfolio
1,805
Q3 2025 Added 0.11%
$0
$495 Million 0.22% of portfolio
13,341
Q3 2025 Reduced 4.58%
$0
$510 Million 0.22% of portfolio
1,963
Q3 2025 Added 0.26%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $227 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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