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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.6 Billion 5.51% of portfolio
525,527
Q2 2025 Added 0.2%
$3.69T
$7.66 Billion 3.64% of portfolio
37,323
Q2 2025 Reduced 2.22%
$0
$7.68 Billion 3.64% of portfolio
303,380
Q2 2025 Added 0.11%
$0
$7.49 Billion 3.55% of portfolio
26,755
Q2 2025 Reduced 1.49%
$0
$7.1 Billion 3.37% of portfolio
298,086
Q2 2025 Added 11.59%
$0
$6.72 Billion 3.19% of portfolio
32,855
Q2 2025 Reduced 0.96%
$0
$6.68 Billion 3.17% of portfolio
28,190
Q2 2025 Added 4.16%
$0
$6.66 Billion 3.16% of portfolio
116,791
Q2 2025 Added 2.47%
$0
$5.49 Billion 2.61% of portfolio
28,153
Q2 2025 Reduced 0.75%
$0
$4.52 Billion 2.15% of portfolio
184,981
Q2 2025 Reduced 0.05%
$0
$4 Billion 1.9% of portfolio
142,555
Q2 2025 Added 12.96%
$0
$3.82 Billion 1.81% of portfolio
32,189
Q2 2025 Added 0.47%
$0
$3.49 Billion 1.66% of portfolio
115,876
Q2 2025 Added 12.81%
$0
$3.43 Billion 1.63% of portfolio
50,974
Q2 2025 Added 32.85%
$0
$3.39 Billion 1.61% of portfolio
11,155
Q2 2025 Added 2.9%
$0
$3.15 Billion 1.5% of portfolio
114,542
Q2 2025 Added 0.79%
$0
$3.05 Billion 1.45% of portfolio
61,695
Q2 2025 Added 2.15%
$3.95T
$2.96 Billion 1.4% of portfolio
5,945
Q2 2025 Reduced 6.86%
$0
$2.96 Billion 1.4% of portfolio
33,206
Q2 2025 Added 0.73%
$0
$2.87 Billion 1.36% of portfolio
272,811
Q2 2025 Added 2.71%
$0
$2.87 Billion 1.36% of portfolio
24,708
Q2 2025 Reduced 3.57%
$0
$2.76 Billion 1.31% of portfolio
29,435
Q2 2025 Reduced 0.48%
$106B
$2.54 Billion 1.21% of portfolio
8,343
Q2 2025 Added 2.06%
$456B
$2.41 Billion 1.14% of portfolio
15,241
Q2 2025 Reduced 0.63%
-
$2.27 Billion 1.08% of portfolio
-
Q2 2025 Added 0.42%
$2.26T
$2.12 Billion 1.01% of portfolio
9,685
Q2 2025 Added 0.96%
$0
$2.1 Billion 1.0% of portfolio
7,579
Q2 2025 Reduced 0.25%
$0
$1.89 Billion 0.9% of portfolio
10,375
Q2 2025 Added 0.14%
$0
$1.85 Billion 0.88% of portfolio
13,885
Q2 2025 Added 3.2%
$0
$1.82 Billion 0.86% of portfolio
14,154
Q2 2025 Added 0.01%
$0
$1.81 Billion 0.86% of portfolio
116,059
Q2 2025 Added 0.61%
$0
$1.66 Billion 0.79% of portfolio
24,084
Q2 2025 Added 6.37%
$0
$1.56 Billion 0.74% of portfolio
16,633
Q2 2025 Added 0.07%
$0
$1.52 Billion 0.72% of portfolio
18,701
Q2 2025 Added 12.01%
$0
$1.45 Billion 0.69% of portfolio
13,441
Q3 2024 Reduced 35.81%
$0
$1.41 Billion 0.67% of portfolio
28,523
Q2 2025 Added 0.45%
$0
$1.39 Billion 0.66% of portfolio
18,926
Q2 2025 Added 0.34%
$0
$1.32 Billion 0.63% of portfolio
32,994
Q2 2025 Added 0.05%
$302B
$1.26 Billion 0.6% of portfolio
8,813
Q1 2025 Reduced 0.91%
$0
$1.26 Billion 0.6% of portfolio
45,685
Q2 2025 Reduced 3.62%
$0
$1.27 Billion 0.6% of portfolio
20,510
Q2 2025 Added 0.18%
$452B
$1.25 Billion 0.59% of portfolio
8,166
Q2 2025 Added 0.27%
$0
$1.22 Billion 0.58% of portfolio
15,333
Q2 2025 Added 9.92%
$0
$1.21 Billion 0.57% of portfolio
2,126
Q2 2025 Added 14.67%
$0
$1.12 Billion 0.53% of portfolio
38,326
Q2 2025 Added 18.91%
$0
$1.08 Billion 0.51% of portfolio
13,202
Q4 2024 Added 11.99%
$218B
$1.08 Billion 0.51% of portfolio
2,781
Q2 2025 Added 0.11%
$0
$1.05 Billion 0.5% of portfolio
13,139
Q2 2025 Added 9.17%
$210B
$1 Billion 0.48% of portfolio
3,397
Q2 2025 Added 0.12%

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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