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CREEKSIDE PARTNERS 13F Portfolio
CREEKSIDE PARTNERS
Latest SEC 13F filing: 2026-06-30
CREEKSIDE PARTNERS runs CREEKSIDE PARTNERS and currently holds 193 stock positions, which is fewer than the average of 231 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 #763 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%.
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Top 5 Holdings
SCHF5.3%
SCHA4.2%
AAPL3.8%
VEA3.5%
SCHB3.3%
Top 5: 20.1%
Portfolio Returns
1 Year
+21.95%
#592/10003 Year
+35.78%
#760/10005 Year
+35.78%
#755/1000Portfolio Value
$276.13M
Alpha Score
30.6
#763 of 1000
Holdings
193
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CREEKSIDE PARTNERS Current 13F Holdings
Reported holdings from CREEKSIDE PARTNERS's latest SEC 13F filing, ranked by portfolio weight.
193 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHF SCHWAB STRATEGIC TR | 5.30% | $19.47 | $27.27 | +40.06% | Added +0.85% |
 SCHA SCHWAB STRATEGIC TR | 4.18% | $24.04 | $32.80 | +36.42% | Added +1.11% |
 AAPL APPLE INC | 3.77% | $217.29 | $336.68 | +54.95% | Trimmed -3.05% |
 VEA VANGUARD TAX-MANAGED FDS | 3.47% | $51.78 | $70.36 | +35.87% | Trimmed -0.20% |
 SCHB SCHWAB STRATEGIC TR | 3.34% | $21.64 | $29.91 | +38.22% | Added +0.78% |
 VO VANGUARD INDEX FDS | 3.23% | $60.67 | $81.15 | +33.76% | Added +300.08% |
 VB VANGUARD INDEX FDS | 3.13% | $218.68 | $289.48 | +32.38% | Added +1.02% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.67% | $182.29 | $239.00 | +31.11% | Added +0.22% |
 VBR VANGUARD INDEX FDS | 2.58% | $182.05 | $234.39 | +28.75% | Added +0.23% |
 SCHM SCHWAB STRATEGIC TR | 2.41% | $26.96 | $34.64 | +28.49% | Added +0.59% |
Showing 1-10 of 193