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
$157B
$250 Million 0.13% of portfolio
1,627
Q1 2025 Added 0.43%
$0
$225 Million 0.12% of portfolio
13,429
Q2 2024 New
$0
$232 Million 0.12% of portfolio
21,653
Q1 2025 Added 48.17%
$0
$223 Million 0.12% of portfolio
6,257
Q1 2025 New
$51.5B
$233 Million 0.12% of portfolio
983
Q2 2024 New
$47.6B
$229 Million 0.12% of portfolio
1,000
Q2 2024 New
$0
$238 Million 0.12% of portfolio
2,912
Q1 2025 Added 0.73%
$0
$211 Million 0.11% of portfolio
4,000
Q3 2024 New
$0
$219 Million 0.11% of portfolio
10,442
Q2 2024 New
$11.2B
$209 Million 0.11% of portfolio
3,910
Q3 2024 New
$430B
$204 Million 0.11% of portfolio
1,713
Q1 2025 New
$249M
$184 Million 0.1% of portfolio
12,839
Q3 2024 New
$0
$128 Million 0.07% of portfolio
13,738
Q1 2025 Added 2.32%
$0
$89.7 Million 0.05% of portfolio
14,892
Q2 2024 New
$351M
$72.3 Million 0.04% of portfolio
30,005
Q2 2024 New

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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