Creekside Partners Portfolio Holdings

Creekside Partners

  • $191 Billion
  • Q1 2025

Creekside Partners has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 165 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 $10.4B, Apple Inc. with a value of $8.48B, Schwab Strategic Tr Us Small C with a value of $7.1B, Vanguard Mid Cap ETF with a value of $7.02B, and Vanguard Dividend Appreciation with a value of $6.44B.

Examining the 13F form we can see an decrease of $1.93B in the current position value, from $193B to 191B.

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 $191 Billion
ETFs: $145 Billion
Technology: $15.8 Billion
Financial Services: $8.75 Billion
Consumer Cyclical: $4.85 Billion
Healthcare: $2.65 Billion
Energy: $2.57 Billion
Industrials: $1.95 Billion
N/A: $1.86 Billion
Other: $4.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$894 Million 0.47% of portfolio
23,868
Q4 2024 Added 0.02%
$0
$887 Million 0.46% of portfolio
12,035
Q1 2025 Added 0.12%
$993B
$863 Million 0.45% of portfolio
5,583
Q1 2025 Added 0.98%
$248B
$844 Million 0.44% of portfolio
3,393
Q1 2025 Added 0.15%
$788B
$800 Million 0.42% of portfolio
3,263
Q3 2024 Reduced 0.7%
$221B
$807 Million 0.42% of portfolio
2,582
Q2 2024 New
$0
$787 Million 0.41% of portfolio
21,946
Q1 2025 Reduced 1.97%
$0
$778 Million 0.41% of portfolio
8,129
Q1 2025 Added 0.15%
$0
$784 Million 0.41% of portfolio
17,396
Q1 2025 Added 0.07%
$0
$714 Million 0.37% of portfolio
5,544
Q3 2024 Reduced 35.11%
$1.03T
$698 Million 0.37% of portfolio
2,692
Q1 2025 Added 11.89%
$268B
$703 Million 0.37% of portfolio
11,389
Q1 2025 Reduced 6.18%
$0
$689 Million 0.36% of portfolio
22,222
Q1 2025 Reduced 5.53%
$286B
$685 Million 0.36% of portfolio
9,537
Q2 2024 New
$0
$665 Million 0.35% of portfolio
3,612
Q1 2025 Added 0.14%
$0
$676 Million 0.35% of portfolio
16,147
Q1 2025 Added 0.36%
$648B
$651 Million 0.34% of portfolio
1,222
Q2 2024 New
$386B
$654 Million 0.34% of portfolio
3,837
Q1 2025 Added 0.16%
$0
$644 Million 0.34% of portfolio
3,769
Q1 2025 Added 0.05%
$0
$643 Million 0.34% of portfolio
4,008
Q1 2025 Reduced 4.28%
$0
$656 Million 0.34% of portfolio
21,298
Q4 2024 Added 2.35%
$0
$622 Million 0.33% of portfolio
25,000
Q2 2024 New
$0
$639 Million 0.33% of portfolio
6,107
Q1 2025 Added 0.05%
$2.64B
$609 Million 0.32% of portfolio
4,020
Q3 2024 Reduced 1.25%
$0
$603 Million 0.32% of portfolio
9,399
Q1 2025 Reduced 17.2%
$0
$613 Million 0.32% of portfolio
5,613
Q1 2025 Reduced 3.19%
$0
$582 Million 0.3% of portfolio
3,377
Q1 2025 Added 0.33%
$69.5B
$546 Million 0.29% of portfolio
15,980
Q2 2024 New
$0
$528 Million 0.28% of portfolio
944
Q1 2025 Added 0.43%
$156B
$530 Million 0.28% of portfolio
1,129
Q1 2025 Added 0.89%
$377B
$522 Million 0.27% of portfolio
1,425
Q1 2025 Added 0.35%
$0
$519 Million 0.27% of portfolio
1,108
Q1 2025 Reduced 1.69%
$0
$522 Million 0.27% of portfolio
1,973
Q1 2025 Reduced 0.7%
$0
$511 Million 0.27% of portfolio
6,842
Q2 2024 New
$0
$519 Million 0.27% of portfolio
9,536
Q1 2025 Added 0.03%
$0
$492 Million 0.26% of portfolio
3,845
Q1 2025 Added 0.05%
$143B
$489 Million 0.26% of portfolio
6,904
Q2 2024 New
$0
$479 Million 0.25% of portfolio
5,131
Q4 2024 Reduced 6.15%
$0
$476 Million 0.25% of portfolio
892
Q1 2025 Added 0.22%
$0
$477 Million 0.25% of portfolio
6,126
Q4 2024 Added 1.02%
$99.4B
$472 Million 0.25% of portfolio
4,811
Q1 2025 Added 4.47%
$0
$472 Million 0.25% of portfolio
26,823
Q1 2025 Added 1.11%
$182B
$482 Million 0.25% of portfolio
3,216
Q1 2025 Reduced 5.47%
$10.5B
$452 Million 0.24% of portfolio
2,860
Q3 2024 Added 100.0%
$0
$456 Million 0.24% of portfolio
5,579
Q1 2025 Reduced 8.06%
$1.1T
$454 Million 0.24% of portfolio
2,903
Q1 2025 Added 0.03%
$0
$419 Million 0.22% of portfolio
3,085
Q1 2025 Added 0.29%
$99.1B
$424 Million 0.22% of portfolio
2,532
Q1 2025 Added 1.16%
$0
$412 Million 0.22% of portfolio
2,726
Q1 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $191 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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