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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.66 Billion 3.64% of portfolio
37,323
Q2 2025 Reduced 2.22%
$3.95T
$2.96 Billion 1.4% of portfolio
5,945
Q2 2025 Reduced 6.86%
$456B
$2.41 Billion 1.14% of portfolio
15,241
Q2 2025 Reduced 0.63%
$2.26T
$2.12 Billion 1.01% of portfolio
9,685
Q2 2025 Added 0.96%
$302B
$1.26 Billion 0.6% of portfolio
8,813
Q1 2025 Reduced 0.91%
$452B
$1.25 Billion 0.59% of portfolio
8,166
Q2 2025 Added 0.27%
$218B
$1.08 Billion 0.51% of portfolio
2,781
Q2 2025 Added 0.11%
$210B
$1 Billion 0.48% of portfolio
3,397
Q2 2025 Added 0.12%
$1.21T
$997 Million 0.47% of portfolio
5,657
Q2 2025 Added 1.33%
$859B
$946 Million 0.45% of portfolio
3,263
Q3 2024 Reduced 0.7%
$1.08T
$855 Million 0.41% of portfolio
2,692
Q1 2025 Added 11.89%
$293B
$790 Million 0.38% of portfolio
11,389
Q1 2025 Reduced 6.18%
$302B
$764 Million 0.36% of portfolio
9,537
Q2 2024 New
$222B
$731 Million 0.35% of portfolio
2,503
Q2 2025 Reduced 3.06%
$684B
$658 Million 0.31% of portfolio
3,009
Q2 2024 New
$368B
$611 Million 0.29% of portfolio
3,837
Q1 2025 Added 0.16%
$1.24T
$565 Million 0.27% of portfolio
3,186
Q2 2025 Added 9.75%
$1.78T
$526 Million 0.25% of portfolio
712
Q2 2025 Added 5.95%
$405B
$472 Million 0.22% of portfolio
1,288
Q2 2025 Reduced 9.61%
$202B
$409 Million 0.19% of portfolio
3,094
Q2 2025 Reduced 3.79%
$351B
$363 Million 0.17% of portfolio
1,957
Q2 2024 New
$229B
$312 Million 0.15% of portfolio
2,294
Q2 2024 New
$551B
$243 Million 0.12% of portfolio
684
Q4 2024 New
$381B
$220 Million 0.1% of portfolio
4,647
Q2 2025 New
$545B
$216 Million 0.1% of portfolio
161
Q2 2025 New
$306B
$219 Million 0.1% of portfolio
852
Q2 2025 New

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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