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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.78 Billion 0.98% of portfolio
112,596
Q2 2024 New
$0
$1.44 Billion 0.8% of portfolio
123,991
Q2 2024 New
$0
$587 Million 0.33% of portfolio
60,588
Q2 2024 New
$0
$278 Million 0.15% of portfolio
20,000
Q2 2024 New
$0
$254 Million 0.14% of portfolio
20,303
Q2 2024 New
$0
$241 Million 0.13% of portfolio
50,028
Q2 2024 New
$0
$206 Million 0.11% of portfolio
10,442
Q2 2024 New
$0
$154 Million 0.09% of portfolio
57,471
Q2 2024 New
$0
$156 Million 0.09% of portfolio
14,540
Q2 2024 New
$0
$119 Million 0.07% of portfolio
12,959
Q2 2024 New
$0
$94.6 Million 0.05% of portfolio
14,892
Q2 2024 New
$36.1M
$51 Million 0.03% of portfolio
30,005
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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