Summit Creek Advisors LLC Portfolio Holdings by Sector
Summit Creek Advisors LLC
- $703 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
QTWO PCTY DSGX PEGA ZETA ALRM AGYS VERX 16 stocks |
$142,848
20.31% of portfolio
|
5
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SPSC CCCS RELY BOX QLYS FIVN RPAY GDDY 8 stocks |
$77,321
11.0% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
WLDN ROAD NVEE 3 stocks |
$41,917
5.96% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ADUS OPCH 2 stocks |
$39,931
5.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CWST MEG 2 stocks |
$35,303
5.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VCEL TECH 2 stocks |
$33,215
4.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ DLB 2 stocks |
$29,401
4.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS GDYN JKHY 3 stocks |
$27,197
3.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$21,810
3.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$20,807
2.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BOOT 1 stocks |
$19,005
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$18,507
2.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF IPAR 2 stocks |
$18,016
2.56% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI 1 stocks |
$16,983
2.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP ICLR 2 stocks |
$15,981
2.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ABCB 1 stocks |
$14,926
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$14,685
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
LMAT WST 2 stocks |
$14,209
2.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$11,759
1.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
COCO 1 stocks |
$11,758
1.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BWMN 1 stocks |
$11,309
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
DORM 1 stocks |
$10,223
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
VRRM 1 stocks |
$9,482
1.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
GLBE 1 stocks |
$9,123
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TREX WMS 2 stocks |
$9,068
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
NOVT TRMB 2 stocks |
$9,066
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
SITE POOL 2 stocks |
$8,092
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRP 1 stocks |
$6,955
0.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
MCW 1 stocks |
$3,452
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
TW 1 stocks |
$597
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MPWR 1 stocks |
$285
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|