Jackson Creek Investment Advisors LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $332 Million distributed in 294 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic U.S. Reit ETF with a value of $3.11M, Schwab Strategic Tr Us Large C with a value of $2.77M, Schwab Strategic U.S. Mid Cap with a value of $2.78M, Vanguard Bd Index Fd Inc Short with a value of $2.73M, and Schwab Strategic Tr Us Small C with a value of $2.4M.

Examining the 13F form we can see an decrease of $5.58M in the current position value, from $338M to 332M.

Below you can find more details about Jackson Creek Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $332 Million
Financial Services: $48.6 Million
ETFs: $46 Million
Technology: $43.9 Million
Industrials: $43.6 Million
Healthcare: $40.8 Million
Consumer Cyclical: $31.4 Million
Real Estate: $15.5 Million
Communication Services: $14 Million
Other: $38 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 294
  • Current Value $332 Million
  • Prior Value $338 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 75 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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