Creekside Partners Portfolio Holdings

Creekside Partners

  • $181 Billion
  • Q2 2024

Creekside Partners has filed its 13F form on August 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 162 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 $9.38B, Apple Inc. with a value of $8.23B, Schwab Strategic Tr Us Small C with a value of $7.03B, Vanguard Mid Cap ETF with a value of $6.33B, and Vanguard Dividend Appreciation with a value of $6.12B.

Examining the 13F form we can see an increase of $181B in the current position value.

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 $181 Billion
ETFs: $138 Billion
Technology: $16.5 Billion
Financial Services: $6.43 Billion
Consumer Cyclical: $4.29 Billion
Healthcare: $2.46 Billion
Energy: $2.17 Billion
Communication Services: $1.85 Billion
N/A: $1.78 Billion
Other: $4.37 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$8.23 Billion 4.56% of portfolio
39,074
Q2 2024 New
$3.04T
$2.88 Billion 1.59% of portfolio
6,441
Q2 2024 New
$339B
$1.98 Billion 1.1% of portfolio
16,047
Q2 2024 New
$1.99T
$1.85 Billion 1.03% of portfolio
9,585
Q2 2024 New
$0
$1.78 Billion 0.98% of portfolio
112,596
Q2 2024 New
-
$1.5 Billion 0.83% of portfolio
-
Q2 2024 New
$0
$1.44 Billion 0.8% of portfolio
123,991
Q2 2024 New
$301B
$1.39 Billion 0.77% of portfolio
8,894
Q2 2024 New
$414B
$1.19 Billion 0.66% of portfolio
8,120
Q2 2024 New
$1.02T
$995 Million 0.55% of portfolio
5,462
Q2 2024 New
$199B
$923 Million 0.51% of portfolio
2,770
Q2 2024 New
$645B
$665 Million 0.37% of portfolio
3,286
Q2 2024 New
$215B
$658 Million 0.36% of portfolio
2,582
Q2 2024 New
$391B
$637 Million 0.35% of portfolio
3,865
Q2 2024 New
$229B
$617 Million 0.34% of portfolio
12,986
Q2 2024 New
$229B
$588 Million 0.33% of portfolio
3,564
Q2 2024 New
$2.76B
$579 Million 0.32% of portfolio
4,071
Q2 2024 New
$185B
$584 Million 0.32% of portfolio
3,378
Q2 2024 New
$242B
$566 Million 0.31% of portfolio
9,537
Q2 2024 New
$1.04T
$532 Million 0.29% of portfolio
2,901
Q2 2024 New
$588B
$497 Million 0.28% of portfolio
1,222
Q2 2024 New
$405B
$491 Million 0.27% of portfolio
1,425
Q2 2024 New
$154B
$489 Million 0.27% of portfolio
6,904
Q2 2024 New
$767B
$476 Million 0.26% of portfolio
2,406
Q2 2024 New
$63.4B
$463 Million 0.26% of portfolio
15,980
Q2 2024 New
$457B
$425 Million 0.24% of portfolio
3,009
Q2 2024 New
$121B
$422 Million 0.23% of portfolio
1,130
Q2 2024 New
$68.3B
$414 Million 0.23% of portfolio
258
Q2 2024 New
$177B
$392 Million 0.22% of portfolio
2,014
Q2 2024 New
$9.02B
$404 Million 0.22% of portfolio
1,430
Q2 2024 New
$113B
$357 Million 0.2% of portfolio
4,592
Q2 2024 New
$11.9B
$362 Million 0.2% of portfolio
3,627
Q2 2024 New
$69B
$343 Million 0.19% of portfolio
2,314
Q2 2024 New
$354B
$336 Million 0.19% of portfolio
1,957
Q2 2024 New
$58.4B
$320 Million 0.18% of portfolio
1,114
Q2 2024 New
$1.28T
$327 Million 0.18% of portfolio
648
Q2 2024 New
$185B
$320 Million 0.18% of portfolio
1,607
Q2 2024 New
$11.7B
$313 Million 0.17% of portfolio
17,500
Q2 2024 New
$70.1B
$306 Million 0.17% of portfolio
7,702
Q2 2024 New
$75.6B
$288 Million 0.16% of portfolio
982
Q2 2024 New
$0
$278 Million 0.15% of portfolio
20,000
Q2 2024 New
$11.1B
$250 Million 0.14% of portfolio
2,666
Q2 2024 New
$258B
$254 Million 0.14% of portfolio
2,055
Q2 2024 New
$0
$254 Million 0.14% of portfolio
20,303
Q2 2024 New
$66.8B
$234 Million 0.13% of portfolio
1,000
Q2 2024 New
$206B
$238 Million 0.13% of portfolio
2,294
Q2 2024 New
$0
$241 Million 0.13% of portfolio
50,028
Q2 2024 New
$3.74B
$229 Million 0.13% of portfolio
14,700
Q2 2024 New
-
$226 Million 0.13% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $181 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 162 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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