Creekside Partners Portfolio Holdings

Creekside Partners

  • $193 Billion
  • Q4 2024

Creekside Partners has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.56B, Schwab Strategic Tr Intl Eqty with a value of $9.42B, Schwab Strategic Tr Us Small C with a value of $7.81B, Vanguard Mid Cap ETF with a value of $7.08B, and Vanguard Dividend Appreciation with a value of $6.48B.

Examining the 13F form we can see an decrease of $489M in the current position value, from $193B 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: $145 Billion
Technology: $17.8 Billion
Financial Services: $9.36 Billion
Consumer Cyclical: $5.35 Billion
Healthcare: $2.32 Billion
Energy: $2.09 Billion
Communication Services: $1.98 Billion
Industrials: $1.97 Billion
Other: $4.38 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.95 Billion 1.53% of portfolio
247,070
Q4 2024 Added 35.44%
$0
$1.82 Billion 0.94% of portfolio
114,700
Q4 2024 Added 1.31%
$0
$700 Million 0.36% of portfolio
71,366
Q4 2024 Added 0.56%
$0
$272 Million 0.14% of portfolio
20,000
Q2 2024 New
$0
$255 Million 0.13% of portfolio
20,303
Q2 2024 New
$0
$243 Million 0.13% of portfolio
50,028
Q2 2024 New
$0
$227 Million 0.12% of portfolio
10,442
Q2 2024 New
$0
$153 Million 0.08% of portfolio
14,614
Q4 2024 Added 0.26%
$0
$115 Million 0.06% of portfolio
13,426
Q4 2024 Added 1.91%
$0
$87.9 Million 0.05% of portfolio
14,892
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $193 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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