StockDriftsStockDriftsTop 50 Creekside Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 5.3% | 528.2K | $14.6M | +0.85%(+4.44K) | $19.57(+44.42%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.18% | 319.4K | $11.5M | +1.11%(+3.50K) | $24.56(+41.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.77% | 36.0K | $10.4M | -3.05%(-1.13K) | $193.50(+58.48%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.47% | 134.4K | $9.6M | -0.20%(-274) | $51.83(+40.80%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.34% | 318.6K | $9.2M | +0.78%(+2.48K) | $21.25(+40.75%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.23% | 110.8K | $8.9M | +0.02%(+21) | $62.01(+33.90%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.13% | 28.5K | $8.6M | +1.02%(+289) | $224.77(+36.32%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.67% | 31.1K | $7.4M | +0.22%(+68) | $182.69(+34.99%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.58% | 29.3K | $7.1M | +0.23%(+66) | $188.22(+32.90%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.41% | 180.8K | $6.7M | +0.59%(+1.05K) | $27.36(+31.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.76% |
Creekside Partners reports $276.13M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (5.3%), SCHA (4.2%) and AAPL (3.8%). The top 20 holdings account for 49.45% of reported assets. Its disclosed equity book has returned +34.64% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Creekside Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035951). View Creekside Partners’s 13F filings on SEC