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CIK: 0002035951
Total reported value
$276.1M
$276.1M
164 檔
14.6%
During the Q4 2024 filing period, Creekside Partners (CIK: 0002035951) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.1M across 164 reported positions.
During Q4 2024, Creekside Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.96% | -0.11% | -1.95% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.88% | -0.04% | +108.08% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.04% | +0.40% | +103.71% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.67% | -0.04% | +2.00% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.36% | -0.08% | -1.10% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.25% | +0.09% | -0.53% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.98% | +0.07% | +203.12% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.93% | -0.03% | +0.12% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.80% | -0.08% | +1.06% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.39% | +0.02% | +205.37% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.86% | -0.17% | +0.39% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.63% | -0.05% | +11.16% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.59% | +0.12% | +207.38% | |
| 14 | CHI | Calamos Convert Opport & Inc | Stock-Other | 1.53% | +0.15% | +35.44% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.51% | -0.05% | +0.70% | |
| 16 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.51% | +0.04% | -2.08% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | -0.03% | +3.86% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.41% | -0.06% | +6.77% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.39% | -0.03% | +1.61% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.10% | -0.83% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.35% | -0.09% | +1.27% | |
| 22 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.31% | -0.18% | -4.48% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.02% | +0.48% | |
| 24 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.11% | -0.01% | +14.68% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.10% | +0.05% | +0.11% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.01% | -0.99% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | +0.02% | +1.06% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | -0.42% | -1.21% | |
| 29 | DLY | Doubleline Yield Opport | Stock-Other | 0.94% | +0.14% | +1.31% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | -0.02% | -2.78% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.04% | -0.24% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.86% | — | +0.01% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | -0.06% | -1.46% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.75% | -0.01% | +24.66% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.08% | +32.73% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-Other | 0.70% | -0.01% | — | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.69% | -0.06% | +10.51% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.22% | — | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.67% | -0.02% | +201.10% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | +0.01% | -1.30% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.06% | +0.36% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.57% | -0.04% | -2.21% | |
| 43 | AIRR | First Trust Rba American Ind | ETF-Other | 0.55% | +0.05% | +18.10% | |
| 44 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.54% | +0.02% | -2.69% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.06% | +0.77% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.26% | +0.07% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | -0.07% | +11.99% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.01% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.01% | +0.09% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.46% | -0.04% | +24.46% |
According to official SEC Form 13F filings, Creekside Partners reported a total U.S. public equity portfolio value of $276.1M across 164 disclosed positions in Q4 2024.
During Q4 2024, Creekside Partners's top holdings by market value included AAPL (5.0%)、SCHF (4.9%)、SCHA (4.0%). The largest single position, AAPL, represented 5.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHF, SCHA) accounted for 14.6% of total reported equity market value during Q4 2024.
In Q4 2024, Creekside Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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