Clear Creek Financial Management, LLC

CIK

1784235

Location

SILVERDALE, WA

Portfolio Value

Small $447,572,794

Diversification

Diversified

Filing Date

Global Rank

#676 / 2,968 ▲ 2425

Top Industry

Semiconductors 21.0%

3Y Alpha vs SPY

-0.4%

Period ended 30 days ago

Filed Jul 28, 2026 · 2d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.4%

SPY

+67.9%

Annualised alpha

-0.4%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

285 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

+2.9 pts

Top 5

27.9%

+3.9 pts

Top 10

39.1%

+2.5 pts

HHI

237

Diversified+44

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$163,237,364	61
Unclassified	14.0%	$62,723,629	18
Industrials	10.3%	$46,313,801	47
Consumer Cyclical	8.9%	$39,840,219	20
Financial Services	7.9%	$35,514,004	50
Healthcare	6.3%	$28,102,054	27
Communication Services	5.5%	$24,586,851	11
Consumer Defensive	4.0%	$17,850,165	9
Energy	2.2%	$9,930,857	10
Utilities	1.6%	$7,283,280	9
Basic Materials	1.4%	$6,349,418	11
Real Estate	1.3%	$5,841,152	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHW	Bitwise Ethereum ETF	+94,941	337,162	$3,803,187
BITB	Bitwise Bitcoin ETF	+55,195	304,155	$9,690,378
INFY	Infosys Ltd	+19,331	53,095	$556,966
BE	Bloom Energy Corp	+15,503	17,474	$5,289,379
NXT	Nextpower Inc.	+9,133	31,930	$3,804,140
EXLS	ExlService Holdings, Inc.	+7,180	22,980	$594,262
IAU	Ishares Gold Trust	+6,580	113,506	$8,570,838
AMZN	Amazon Com Inc	+5,694	68,288	$16,275,761
NVS	Novartis AG	+5,290	8,250	$1,292,940
SMR	NUSCALE POWER Corp	+5,182	75,475	$757,014
AMKR	Amkor Technology, Inc.	+4,946	24,304	$2,095,733
EVV	Eaton Vance Ltd Duration Income Fund	+4,699	139,244	$1,304,716
GSOL	Grayscale Solana Staking ETF	+4,377	28,144	$155,636
AAPL	Apple Inc.	+4,206	74,607	$21,588,281
ANET	Arista Networks, Inc.	+4,193	6,247	$1,061,240
PPTA	Perpetua Resources Corp.	+3,772	24,777	$514,370
INTC	Intel Corp	+3,599	22,191	$3,098,529
ZTS	Zoetis Inc.	+3,482	7,312	$525,440
GE	General Electric Co	+3,086	11,515	$4,303,500
KEY	Keycorp /New/	+3,039	15,223	$350,890
MP	MP Materials Corp. / DE	+2,895	8,852	$495,800
META	Meta Platforms, Inc.	+2,878	13,069	$7,361,637
TSLA	Tesla, Inc.	+2,768	24,025	$10,104,915
APLD	Applied Digital Corp.	+2,648	66,575	$2,483,247
MSFT	Microsoft Corp	+2,500	37,829	$14,110,973
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−10,187	30,919	$22,768,751
PLTR	Palantir Technologies Inc.	−9,693	18,519	$2,160,611
SLV	iShares Silver Trust	−9,574	25,603	$1,368,992
T	At&T Inc.	−8,598	38,822	$803,615
ARCC	Ares Capital Corp	−6,919	199,404	$3,694,956
DNP	Dnp Select Income Fund Inc	−6,710	51,624	$557,022
USA	Liberty All Star Equity Fund	−6,555	93,252	$541,794
STEW	SRH Total Return Fund, Inc.	−6,200	38,600	$690,940
DDOG	Datadog, Inc.	−5,671	3,334	$868,040
GLD	Spdr Gold Trust	−5,050	9,473	$3,489,663
NVDA	Nvidia Corp	−5,044	111,968	$22,403,677
CCL	Carnival Corp Ltd.	−4,709	84,930	$2,426,450
PMM	Putnam Managed Municipal Income Trust	−3,850	28,020	$183,250
HON	Honeywell International Inc	−3,362	4,192	$938,588
NSA	National Storage Affiliates Trust	−3,222	12,534	$557,386
ETHA	iShares Ethereum Trust ETF	−2,940	14,336	$170,455
EPD	Enterprise Products Partners L.P.	−2,770	21,098	$775,562
NBIS	Nebius Group N.V.	−2,495	9,248	$2,554,020
PANW	Palo Alto Networks Inc	−2,376	1,430	$487,658
UNH	Unitedhealth Group Inc	−2,300	3,847	$1,598,928
NVO	Novo Nordisk A S	−2,075	28,506	$1,366,577
NAD	Nuveen Quality Municipal Income Fund	−1,966	17,132	$207,639
GLDM	World Gold Trust	−1,867	10,094	$801,665
RKLB	Rocket Lab Corp	−1,712	3,993	$405,888
TTEK	Tetra Tech Inc	−1,657	11,752	$339,515
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	6,930	$1,184,059
AZN	Astrazeneca PLC	6,227	$1,180,763
AGX	Argan Inc	1,405	$1,121,962
HONA	Honeywell Aerospace Inc.	4,333	$956,726
IBRX	ImmunityBio, Inc.	80,000	$700,400
URI	United Rentals, Inc.	473	$535,856
OUST	Ouster, Inc.	7,414	$463,523
GOF	Guggenheim Strategic Opportunities Fund	36,457	$398,110
COHR	Coherent Corp.	935	$368,829
ARMK	Aramark	5,752	$327,288
ETH	Grayscale Ethereum Staking Mini ETF	21,374	$321,251
TSM	Taiwan Semiconductor Manufacturing Co Ltd	634	$302,779
ENLT	Enlight Renewable Energy Ltd.	3,285	$292,430
ALLY	Ally Financial Inc.	6,364	$292,425
FLS	Flowserve Corp	3,778	$280,176
OKLO	Oklo Inc.	5,232	$273,790
TECK	Teck Resources Ltd	4,546	$270,305
AVAV	AeroVironment Inc	1,624	$268,073
ROK	Rockwell Automation, Inc	526	$260,412
HALO	Halozyme Therapeutics, Inc.	3,292	$257,664
STX	Seagate Technology Holdings plc	257	$248,005
BROS	Dutch Bros Inc.	3,431	$246,380
PLD	Prologis, Inc.	1,813	$245,607
Q	Qnity Electronics, Inc.	1,500	$244,965
SNOW	Snowflake Inc.	947	$241,011
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	2,943	$1,166,840
PSIX	Power Solutions International, Inc.	15,681	$954,659
ATKR	Atkore Inc.	12,299	$724,534
SYM	Symbotic Inc.	11,652	$619,886
FTNT	Fortinet, Inc.	6,349	$518,840
BABA	Alibaba Group Holding Ltd	3,686	$462,445
SOUN	Soundhound Ai, Inc.	60,622	$416,473
LEU	Centrus Energy Corp	2,326	$403,770
MSTR	Strategy Inc	2,611	$325,852
RR	Richtech Robotics Inc.	146,769	$306,747
CRCL	Circle Internet Group, Inc.	3,208	$306,075
LEGN	Legend Biotech Corp	16,750	$303,007
GLTR	abrdn Precious Metals Basket ETF Trust	1,303	$284,992
BP	Bp PLC	5,445	$255,915
COP	Conocophillips	1,845	$243,540
MDT	Medtronic plc	2,644	$229,102
PYPL	PayPal Holdings, Inc.	5,031	$227,552
SOLS	Solstice Advanced Materials Inc.	2,767	$210,734
F	Ford Motor Co	12,618	$145,611
DVLT	Datavault AI Inc.	119,898	$74,336
FEMY	Femasys Inc	115,556	$48,533
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

285 tracked positions · $447,572,794 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 285 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	36,300	-857	$41,900,727	+233.8%	9.36%
QQQ	Invesco Qqq Trust, Series 1	Reduced	30,919	-10,187	$22,768,751	−4.0%	5.09%
NVDA	Nvidia Corp Technology	Reduced	111,968	-5,044	$22,403,677	+9.8%	5.01%
AAPL	Apple Inc. Technology	Added	74,607	+4,206	$21,588,281	+20.8%	4.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,288	+5,694	$16,275,761	+24.8%	3.64%
MSFT	Microsoft Corp Technology	Added	37,829	+2,500	$14,110,973	+7.9%	3.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	24,025	+2,768	$10,104,915	+27.9%	2.26%
BITB	Bitwise Bitcoin ETF	Added	304,155	+55,195	$9,690,378	+5.7%	2.17%
IAU	Ishares Gold Trust	Added	113,506	+6,580	$8,570,838	−9.1%	1.91%
GOOGL	Alphabet Inc. Communication Services	Added	21,403	+590	$7,648,790	+27.8%	1.71%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	10,210	-621	$7,624,521	+8.2%	1.70%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,945	-750	$7,589,427	+81.8%	1.70%
META	Meta Platforms, Inc. Communication Services	Added	13,069	+2,878	$7,361,637	+26.3%	1.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,044	-143	$6,589,450	−8.0%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,760	+282	$6,140,710	+13.0%	1.37%
BE	Bloom Energy Corp Industrials	Added	17,474	+15,503	$5,289,379	+1880.7%	1.18%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,026	-945	$5,243,293	+158.5%	1.17%
LLY	ELI LILLY & Co Healthcare	Reduced	4,281	-413	$5,134,760	+18.9%	1.15%
V	Visa Inc. Financial Services	Reduced	13,625	-148	$4,674,601	+12.3%	1.04%
AVGO	Broadcom Inc. Technology	Added	11,877	+360	$4,486,536	+25.9%	1.00%
GE	General Electric Co Industrials	Added	11,515	+3,086	$4,303,500	+79.9%	0.96%
NXT	Nextpower Inc. Technology	Added	31,930	+9,133	$3,804,140	+38.4%	0.85%
ETHW	Bitwise Ethereum ETF	Added	337,162	+94,941	$3,803,187	+4.7%	0.85%
ARCC	Ares Capital Corp Financial Services	Reduced	199,404	-6,919	$3,694,956	−0.6%	0.83%
GEV	GE Vernova Inc. Industrials	Added	2,984	+398	$3,505,782	+55.3%	0.78%
GLD	Spdr Gold Trust	Reduced	9,473	-5,050	$3,489,663	−44.2%	0.78%
AMAT	Applied Materials Inc /De Technology	Reduced	4,294	-193	$3,104,562	+102.4%	0.69%
INTC	Intel Corp Technology	Added	22,191	+3,599	$3,098,529	+277.7%	0.69%
PWR	Quanta Services, Inc. Industrials	Added	3,776	+71	$2,718,871	+33.7%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	10,174	+447	$2,583,890	+8.7%	0.58%
ABBV	AbbVie Inc. Healthcare	Added	10,246	+306	$2,578,303	+19.3%	0.58%
NBIS	Nebius Group N.V. Communication Services	Reduced	9,248	-2,495	$2,554,020	+109.6%	0.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,141	-150	$2,518,487	+5.0%	0.56%
APLD	Applied Digital Corp. Technology	Added	66,575	+2,648	$2,483,247	+63.6%	0.55%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	84,930	-4,709	$2,426,450	+4.6%	0.54%
WMT	Walmart Inc. Consumer Defensive	Added	20,425	+618	$2,313,335	−6.0%	0.52%
ASML	Asml Holding NV Technology	Added	1,157	+188	$2,301,781	+79.8%	0.51%
LRCX	Lam Research Corp Technology	Reduced	5,046	-172	$2,186,583	+96.1%	0.49%
CVX	Chevron Corp Energy	Added	13,161	+198	$2,181,567	−18.7%	0.49%
PLTR	Palantir Technologies Inc. Technology	Reduced	18,519	-9,693	$2,160,611	−47.6%	0.48%
NEE	Nextera Energy Inc Utilities	Added	24,116	+1,400	$2,116,661	+0.3%	0.47%
VZ	Verizon Communications Inc Communication Services	Reduced	49,563	-222	$2,098,497	−16.0%	0.47%
AMKR	Amkor Technology, Inc. Technology	Added	24,304	+4,946	$2,095,733	+140.4%	0.47%
ECG	Everus Construction Group, Inc. Industrials	Added	12,530	+1,474	$2,079,353	+59.3%	0.46%
IDA	Idacorp Inc Utilities	Reduced	13,722	-4	$2,076,138	+5.8%	0.46%
CAT	Caterpillar Inc Industrials	Added	1,941	+68	$2,066,970	+55.8%	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	15,209	-6	$1,921,505	−9.4%	0.43%
UPS	United Parcel Service Inc Industrials	Added	17,654	+94	$1,897,805	+9.9%	0.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,476	-501	$1,739,355	−8.7%	0.39%
CVSA	Covista Inc. Consumer Defensive	Reduced	13,844	-215	$1,725,793	+6.5%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.