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CIK: 0001831003
Total reported value
$301.8M
$301.8M
293 檔
4.3%
At the close of Q1 2024, Jackson Creek Investment Advisors LLC disclosed equity holdings valued at approximately $301.8M, spread across 293 reported holdings.
During Q1 2024, Jackson Creek Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | +0.01% | -1.24% | |
| 2 | SCHH | Schwab US Reit ETF | ETF-Other | 0.94% | — | +4.06% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.93% | — | -0.02% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.92% | — | -2.51% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.76% | — | +2.90% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.71% | — | -4.85% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.69% | — | +8.45% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.64% | — | +2.48% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | — | +14.23% | |
| 10 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.59% | — | -0.22% | |
| 11 | GMS1EUR | Gms Inc | Stock-Other | 0.57% | — | -0.20% | |
| 12 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.57% | — | — | |
| 13 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.56% | — | -0.22% | |
| 14 | ACMR | Acm Research Inc-class A | Stock-Other | 0.55% | — | -0.17% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | — | -1.02% | |
| 16 | CVLT | Commvault Systems Inc | Stock-Tech | 0.53% | — | +8.66% | |
| 17 | 2655787D | Blueprint Medicines CORP | Stock-Other | 0.52% | — | -0.22% | |
| 18 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.52% | +0.40% | NEW | |
| 19 | TRIP | Tripadvisor Inc | Stock-Other | 0.52% | — | -0.24% | |
| 20 | SKYW | Skywest Inc | Stock-Industrials | 0.51% | — | -0.20% | |
| 21 | KBH | Kb Home | Stock-Consumer Disc | 0.51% | — | -0.80% | |
| 22 | TNC | Tennant Co | Stock-Other | 0.51% | — | -0.20% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | +139.13% | |
| 24 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.49% | +0.26% | NEW | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.49% | — | — | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | — | +0.76% | |
| 27 | CCS | Century Communities Inc | Stock-Other | 0.48% | — | -0.21% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.48% | — | +10.59% | |
| 29 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 0.48% | — | -0.22% | |
| 30 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.48% | — | +10.88% | |
| 31 | PCAR | Paccar Inc | Stock-Industrials | 0.48% | -0.01% | -12.82% | |
| 32 | STNG | Scorpio Tankers Inc. | Stock-Other | 0.47% | — | -0.25% | |
| 33 | ADMA | Adma Biologics Inc | Stock-Healthcare | 0.47% | — | — | |
| 34 | TNK | Teekay Tankers Ltd. | Stock-Other | 0.47% | — | -0.23% | |
| 35 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 0.47% | — | — | |
| 36 | BIRD | Smartbird, Inc | Stock-Other | 0.46% | — | — | |
| 37 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.46% | -0.07% | -0.20% | |
| 38 | WT | Wisdomtree Inc | Stock-Other | 0.46% | -0.14% | EXIT | |
| 39 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.46% | -0.55% | EXIT | |
| 40 | WFRD | Weatherford International plc | Stock-Energy | 0.46% | — | -0.28% | |
| 41 | CDNA | Caredx Inc | Stock-Other | 0.46% | — | -0.19% | |
| 42 | VECO | Veeco Instruments Inc | Stock-Other | 0.45% | — | -0.13% | |
| 43 | AEO | American Eagle Outfitters | Stock-Consumer Disc | 0.45% | +0.01% | -0.24% | |
| 44 | BKH | Black Hills CORP | Stock-Utilities | 0.45% | — | — | |
| 45 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.45% | — | — | |
| 46 | FOR | Forestar Group Inc | Stock-Other | 0.45% | — | — | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.45% | — | -1.18% | |
| 48 | VCTR | Victory Capital Holding - A | Stock-Other | 0.45% | +0.19% | NEW | |
| 49 | PARR | Par Pacific Holdings Inc | Stock-Energy | 0.45% | +0.18% | NEW | |
| 50 | ITGR | Integer Holdings CORP | Stock-Healthcare | 0.45% | — | -0.18% |
According to official SEC Form 13F filings, Jackson Creek Investment Advisors LLC reported a total U.S. public equity portfolio value of $301.8M across 293 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SCHH, SCHM) accounted for 4.3% of total reported equity market value during Q1 2024.
During Q1 2024, Jackson Creek Investment Advisors LLC's top holdings by market value included MSFT (1.0%)、SCHH (0.9%)、SCHM (0.9%). The largest single position, MSFT, represented 1.0% of total portfolio value.
In Q1 2024, Jackson Creek Investment Advisors LLC 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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