Back to investors
CREEKSIDE PARTNERS
CREEKSIDE PARTNERS
Latest filing: 2026-06-30
CREEKSIDE PARTNERS runs CREEKSIDE PARTNERS and currently holds 193 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $276.13M. Their top holdings are SCHF, SCHA, AAPL, VEA, SCHB. The top five represent 20.1% of reported portfolio weight. CREEKSIDE PARTNERS ranks #759 out of 1000 investors tracked by Alpha Score. They added to 68 existing positions. They trimmed 15 positions. Their current best-performing preview position is MU with returns of +241.66%.
Sign in to enable email alerts for this investor.
Showper page
193 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHF SCHWAB STRATEGIC TR | 5.30% | $19.47 | $28.46 | +46.15% | Added +0.85% |
 SCHA SCHWAB STRATEGIC TR | 4.18% | $24.04 | $34.84 | +44.90% | Added +1.11% |
 AAPL APPLE INC | 3.77% | $217.29 | $309.35 | +42.37% | Trimmed -3.05% |
 VEA VANGUARD TAX-MANAGED FDS | 3.47% | $51.78 | $73.43 | +41.81% | Trimmed -0.20% |
 SCHB SCHWAB STRATEGIC TR | 3.34% | $21.64 | $29.61 | +36.83% | Added +0.78% |
 VO VANGUARD INDEX FDS | 3.23% | $60.67 | $82.98 | +36.76% | Added +300.08% |
 VB VANGUARD INDEX FDS | 3.13% | $218.68 | $304.74 | +39.35% | Added +1.02% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.67% | $182.29 | $243.85 | +33.77% | Added +0.22% |
 VBR VANGUARD INDEX FDS | 2.58% | $182.05 | $249.17 | +36.87% | Added +0.23% |
 SCHM SCHWAB STRATEGIC TR | 2.41% | $26.96 | $36.15 | +34.07% | Added +0.59% |
Showing 1-10 of 193