Creekside Partners Portfolio Holdings

Creekside Partners

  • $211 Billion
  • Q2 2025

Creekside Partners has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 171 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 $11.6B, Apple Inc. with a value of $7.66B, Schwab Strategic Tr Us Small C with a value of $7.68B, Vanguard Mid Cap ETF with a value of $7.49B, and Schwab Strategic Tr Us Broad M with a value of $7.1B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $191B to 211B.

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 $211 Billion
ETFs: $162 Billion
Technology: $17.2 Billion
Financial Services: $9.54 Billion
Consumer Cyclical: $5.31 Billion
Industrials: $2.4 Billion
Communication Services: $2.3 Billion
Healthcare: $2.27 Billion
Energy: $2.08 Billion
Other: $3.89 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.01 Billion 0.48% of portfolio
20,230
Q2 2025 Added 0.12%
$1.21T
$997 Million 0.47% of portfolio
5,657
Q2 2025 Added 1.33%
$0
$989 Million 0.47% of portfolio
5,597
Q1 2025 Added 0.16%
$0
$948 Million 0.45% of portfolio
23,872
Q2 2025 Added 0.02%
$859B
$946 Million 0.45% of portfolio
3,263
Q3 2024 Reduced 0.7%
$0
$936 Million 0.44% of portfolio
21,988
Q2 2025 Added 0.19%
$0
$937 Million 0.44% of portfolio
28,377
Q2 2025 Added 33.24%
$1.08T
$855 Million 0.41% of portfolio
2,692
Q1 2025 Added 11.89%
$0
$856 Million 0.41% of portfolio
17,405
Q2 2025 Added 0.05%
$293B
$790 Million 0.38% of portfolio
11,389
Q1 2025 Reduced 6.18%
$127B
$809 Million 0.38% of portfolio
2,934
Q2 2025 Added 15.88%
$0
$772 Million 0.37% of portfolio
8,144
Q2 2025 Added 0.18%
$0
$771 Million 0.37% of portfolio
22,341
Q2 2025 Added 0.54%
$302B
$764 Million 0.36% of portfolio
9,537
Q2 2024 New
$0
$727 Million 0.35% of portfolio
5,544
Q3 2024 Reduced 35.11%
$222B
$731 Million 0.35% of portfolio
2,503
Q2 2025 Reduced 3.06%
$0
$666 Million 0.32% of portfolio
3,772
Q2 2025 Added 0.08%
$2.72B
$672 Million 0.32% of portfolio
4,020
Q3 2024 Reduced 1.25%
$0
$682 Million 0.32% of portfolio
3,616
Q2 2025 Added 0.11%
$0
$668 Million 0.32% of portfolio
6,110
Q2 2025 Added 0.05%
$0
$683 Million 0.32% of portfolio
70,072
Q2 2025 Added 0.54%
$0
$659 Million 0.31% of portfolio
4,008
Q1 2025 Reduced 4.28%
$684B
$658 Million 0.31% of portfolio
3,009
Q2 2024 New
$0
$653 Million 0.31% of portfolio
3,388
Q2 2025 Added 0.33%
$0
$622 Million 0.3% of portfolio
9,524
Q2 2025 Added 1.33%
$0
$602 Million 0.29% of portfolio
974
Q2 2025 Added 3.18%
$368B
$611 Million 0.29% of portfolio
3,837
Q1 2025 Added 0.16%
$0
$610 Million 0.29% of portfolio
1,106
Q2 2025 Reduced 0.18%
$0
$603 Million 0.29% of portfolio
33,859
Q2 2025 Added 26.23%
$0
$613 Million 0.29% of portfolio
5,661
Q2 2025 Added 0.86%
$621B
$594 Million 0.28% of portfolio
1,222
Q2 2024 New
$0
$593 Million 0.28% of portfolio
25,000
Q2 2024 New
$0
$571 Million 0.27% of portfolio
9,559
Q2 2025 Added 0.24%
$1.24T
$565 Million 0.27% of portfolio
3,186
Q2 2025 Added 9.75%
$153B
$537 Million 0.26% of portfolio
1,057
Q2 2025 Reduced 6.38%
$0
$523 Million 0.25% of portfolio
6,224
Q2 2025 Added 1.6%
$1.78T
$526 Million 0.25% of portfolio
712
Q2 2025 Added 5.95%
$0
$520 Million 0.25% of portfolio
19,639
Q2 2025 Added 67.57%
$0
$506 Million 0.24% of portfolio
894
Q2 2025 Added 0.22%
$0
$498 Million 0.24% of portfolio
6,842
Q2 2024 New
$0
$504 Million 0.24% of portfolio
5,639
Q2 2025 Added 1.08%
$68.2B
$496 Million 0.24% of portfolio
15,980
Q2 2024 New
$0
$481 Million 0.23% of portfolio
11,446
Q2 2025 Added 0.22%
$0
$485 Million 0.23% of portfolio
13,982
Q2 2025 Added 16.84%
$141B
$479 Million 0.23% of portfolio
6,904
Q2 2024 New
$0
$486 Million 0.23% of portfolio
3,845
Q1 2025 Added 0.05%
$0
$486 Million 0.23% of portfolio
1,958
Q2 2025 Reduced 0.76%
$13.8B
$467 Million 0.22% of portfolio
2,860
Q3 2024 Added 100.0%
$405B
$472 Million 0.22% of portfolio
1,288
Q2 2025 Reduced 9.61%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $211 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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