Creekside Partners Portfolio Holdings

Creekside Partners

$193 Billion
Q3 2024

Creekside Partners has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 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 $10.1B, Apple Inc. with a value of $9.08B, Schwab Strategic Tr Us Small C with a value of $7.63B, Vanguard Mid Cap ETF with a value of $6.93B, and Vanguard Dividend Appreciation with a value of $6.63B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $181B to 193B.

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 $193 Billion

ETFs: $147 Billion

Technology: $17.2 Billion

Financial Services: $7.82 Billion

Consumer Cyclical: $4.7 Billion

Healthcare: $2.78 Billion

Energy: $2.28 Billion

Industrials: $2.06 Billion

N/A: $1.88 Billion

Other: $4.65 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TDUP Thred Up Inc. Consumer Cyclical	$96.4M	$25.3 Million 0.01% of portfolio	30,005	Q2 2024 New

Summary

Portfolio
No. of Stocks 165
Current Value $193 Billion
Prior Value $181 Billion
Filing
Period Q3 2024
Filing Date November 08, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 7 stocks
Additional Purchases 70 stocks
Sold out of 0 stocks
Reduced holdings in 42 stocks

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Creekside Partners Portfolio Holdings