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

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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