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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$923 Million 0.51% of portfolio
2,770
Q2 2024 New
$185B
$584 Million 0.32% of portfolio
3,378
Q2 2024 New
$154B
$489 Million 0.27% of portfolio
6,904
Q2 2024 New
$63.4B
$463 Million 0.26% of portfolio
15,980
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
$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
$58.4B
$320 Million 0.18% of portfolio
1,114
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
$11.1B
$250 Million 0.14% of portfolio
2,666
Q2 2024 New
$57.3B
$211 Million 0.12% of portfolio
983
Q2 2024 New
$82B
$207 Million 0.11% of portfolio
410
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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