Clear Creek Financial Management, LLC

CIK

1784235

Location

SILVERDALE, WA

Portfolio Value

Small $366,975,357

Diversification

Diversified

Filing Date

Global Rank

#2,787 / 8,232 ▲ 147

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.5%

SPY

+76.3%

Annualised alpha

-1.1%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

262 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.5%

−1.7 pts

Top 5

24.0%

−2.9 pts

Top 10

36.6%

−4.3 pts

HHI

193

Diversified−37

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.5%	$108,151,475	57
Unclassified	18.3%	$67,257,768	17
Consumer Cyclical	9.3%	$34,268,495	20
Financial Services	8.9%	$32,478,626	46
Industrials	8.8%	$32,327,474	39
Healthcare	6.5%	$23,727,619	25
Communication Services	5.8%	$21,390,608	10
Consumer Defensive	4.9%	$18,143,720	9
Energy	3.3%	$12,199,201	13
Utilities	1.8%	$6,562,054	7
Basic Materials	1.5%	$5,520,461	10
Real Estate	1.3%	$4,947,856	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHW	Bitwise Ethereum ETF	+93,681	242,221	$3,633,315
BITB	Bitwise Bitcoin ETF	+55,449	248,960	$9,164,217
DVLT	Datavault AI Inc.	+51,762	119,898	$74,336
CCL	Carnival Corp Ltd.	+36,346	89,639	$2,319,857
SMR	NUSCALE POWER Corp	+20,857	70,293	$761,976
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+19,669	37,991	$426,638
BAC	Bank Of America Corp /De/	+15,699	26,319	$1,283,051
NVO	Novo Nordisk A S	+14,443	30,581	$1,123,851
RR	Richtech Robotics Inc.	+14,122	146,769	$306,747
ARCC	Ares Capital Corp	+12,946	206,323	$3,717,940
PLTR	Palantir Technologies Inc.	+9,729	28,212	$4,126,851
ENVX	Enovix Corp	+9,000	19,100	$98,938
WMT	Walmart Inc.	+7,694	19,807	$2,461,613
CRWD	CrowdStrike Holdings, Inc.	+7,367	10,695	$4,175,434
ERII	Energy Recovery, Inc.	+6,900	20,850	$209,959
LEGN	Legend Biotech Corp	+6,750	16,750	$303,007
RXRX	Recursion Pharmaceuticals, Inc.	+6,486	42,953	$131,865
BBAR	Banco BBVA Argentina S.A.	+6,248	46,666	$749,455
DIS	Walt Disney Co	+6,217	14,569	$1,404,160
LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima	+6,114	36,159	$401,003
ORCL	Oracle Corp	+5,968	9,499	$1,397,397
FEMY	Femasys Inc	+5,900	115,556	$48,533
PPTA	Perpetua Resources Corp.	+5,869	21,005	$590,660
AMKR	Amkor Technology, Inc.	+5,866	19,358	$871,690
GTLB	Gitlab Inc.	+5,023	22,283	$482,204
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−28,509	14,837	$570,037
GLD	Spdr Gold Trust	−21,217	14,523	$6,249,101
MARA	MARA Holdings, Inc.	−10,896	23,082	$188,349
IAU	Ishares Gold Trust	−9,266	106,926	$9,426,596
NXT	Nextpower Inc.	−8,039	22,797	$2,748,178
QQQ	Invesco Qqq Trust, Series 1	−7,925	41,106	$23,725,561
NFLX	Netflix Inc	−4,396	19,645	$1,888,866
SLV	iShares Silver Trust	−3,723	35,177	$2,396,960
CVX	Chevron Corp	−3,572	12,963	$2,682,044
DNP	Dnp Select Income Fund Inc	−2,500	58,334	$600,840
BA	Boeing Co	−2,196	7,412	$1,475,210
NSA	National Storage Affiliates Trust	−1,921	15,756	$594,631
EVV	Eaton Vance Ltd Duration Income Fund	−1,361	134,545	$1,271,450
WM	Waste Management Inc	−1,241	5,787	$1,329,794
BX	Blackstone Inc.	−1,185	4,991	$573,915
PFE	Pfizer Inc	−1,035	13,103	$367,932
INTC	Intel Corp	−996	18,592	$820,464
XOM	Exxon Mobil Corp	−940	9,995	$1,695,751
AMT	American Tower Corp /Ma/	−694	3,211	$554,154
ZION	Zions Bancorporation, National Association /Ut/	−671	4,930	$284,066
CSCO	Cisco Systems, Inc.	−588	9,102	$706,224
GLW	Corning Inc /Ny	−568	3,642	$495,202
MS	Morgan Stanley	−477	2,105	$346,419
EPD	Enterprise Products Partners L.P.	−459	23,868	$903,165
ADBE	Adobe Inc.	−419	2,452	$596,032
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AIN	Albany International Corp /De/	19,083	$996,323
LIN	Linde PLC	1,721	$853,202
ADP	Automatic Data Processing Inc	3,990	$810,688
CI	Cigna Group	2,647	$706,087
PANW	Palo Alto Networks Inc	3,806	$610,177
EXLS	ExlService Holdings, Inc.	15,800	$481,110
NOW	ServiceNow, Inc.	4,151	$433,987
LHX	L3harris Technologies, Inc. /De/	1,076	$371,381
MP	MP Materials Corp. / DE	5,957	$287,484
GLTR	abrdn Precious Metals Basket ETF Trust	1,303	$284,992
QLYS	Qualys, Inc.	3,113	$273,477
NZF	Nuveen Municipal Credit Income Fund	21,958	$267,448
BE	Bloom Energy Corp	1,971	$267,050
BP	Bp PLC	5,445	$255,915
ANET	Arista Networks, Inc.	2,054	$252,190
CB	Chubb Ltd	763	$248,684
KLAC	Kla Corp	168	$247,364
KEY	Keycorp /New/	12,184	$244,289
COP	Conocophillips	1,845	$243,540
MDT	Medtronic plc	2,644	$229,102
PYPL	PayPal Holdings, Inc.	5,031	$227,552
AXON	Axon Enterprise, Inc.	532	$225,935
GD	General Dynamics Corp	650	$223,093
JCI	Johnson Controls International plc	1,669	$218,555
TXN	Texas Instruments Inc	1,112	$215,883
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HL	Hecla Mining Co/De/	60,034	$1,152,052
UNG	United States Natural Gas Fund, LP	74,450	$912,757
SHEL	Shell plc	12,029	$883,890
HHH	Howard Hughes Holdings Inc.	9,681	$772,253
EOG	Eog Resources Inc	6,760	$709,867
GIS	General Mills Inc	12,720	$591,480
CMCSA	Comcast Corp	20,881	$584,941
ELV	Elevance Health, Inc.	1,586	$555,972
PPG	Ppg Industries Inc	5,118	$524,390
BKH	Black Hills Corp /Sd/	7,417	$514,888
PSA	Public Storage	1,976	$512,772
GL	Globe Life Inc.	3,553	$496,922
AWR	American States Water Co	6,780	$491,414
CLX	Clorox Co /De/	4,787	$482,673
HTO	H2o America	9,782	$479,220
HRL	Hormel Foods Corp /De/	19,852	$470,492
SJM	J M SMUCKER Co	4,803	$469,781
GPN	Global Payments Inc	5,995	$464,013
DOX	Amdocs Ltd	5,760	$463,737
LUV	Southwest Airlines Co	8,666	$358,165
REGN	Regeneron Pharmaceuticals, Inc.	459	$354,288
TTD	Trade Desk, Inc.	7,517	$285,345
APA	APA Corp	11,096	$271,408
SNOW	Snowflake Inc.	1,225	$268,716
DAL	Delta Air Lines, Inc.	3,491	$242,275
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

262 positions · $366,975,357 total · as of Mar 31, 2026

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

Showing 1–50 of 262 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	41,106	-7,925	$23,725,561	−21.2%	6.47%
NVDA	Nvidia Corp Technology	Added	117,012	+4,404	$20,406,892	−2.8%	5.56%
AAPL	Apple Inc. Technology	Added	70,401	+250	$17,867,069	−6.3%	4.87%
MSFT	Microsoft Corp Technology	Added	35,329	+4,588	$13,077,735	−12.0%	3.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	62,594	-295	$13,036,452	−10.2%	3.55%
MU	Micron Technology Inc Technology	Added	37,157	+3,172	$12,553,120	+29.4%	3.42%
IAU	Ishares Gold Trust	Reduced	106,926	-9,266	$9,426,596	−0.0%	2.57%
BITB	Bitwise Bitcoin ETF	Added	248,960	+55,449	$9,164,217	−0.4%	2.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	21,257	+859	$7,902,289	−13.9%	2.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	7,187	+278	$7,161,342	+20.2%	1.95%
SPY	Spdr S&P 500 ETF Trust	Added	10,831	+387	$7,043,832	−1.1%	1.92%
GLD	Spdr Gold Trust	Reduced	14,523	-21,217	$6,249,101	−55.9%	1.70%
GOOGL	Alphabet Inc. Communication Services	Added	20,813	+3,924	$5,984,986	+13.2%	1.63%
META	Meta Platforms, Inc. Communication Services	Added	10,191	+1,247	$5,830,576	−1.2%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,478	+2,924	$5,435,488	+8.5%	1.48%
LLY	ELI LILLY & Co Healthcare	Added	4,694	+149	$4,317,400	−11.6%	1.18%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,695	+7,367	$4,175,434	+167.7%	1.14%
V	Visa Inc. Financial Services	Added	13,773	+2,076	$4,162,751	+1.5%	1.13%
PLTR	Palantir Technologies Inc. Technology	Added	28,212	+9,729	$4,126,851	+25.6%	1.12%
ARCC	Ares Capital Corp Financial Services	Added	206,323	+12,946	$3,717,940	−5.0%	1.01%
ETHW	Bitwise Ethereum ETF	Added	242,221	+93,681	$3,633,315	+15.0%	0.99%
AVGO	Broadcom Inc. Technology	Added	11,517	+1,453	$3,564,626	+2.3%	0.97%
NXT	Nextpower Inc. Technology	Reduced	22,797	-8,039	$2,748,178	+2.3%	0.75%
CVX	Chevron Corp Energy	Reduced	12,963	-3,572	$2,682,044	+6.4%	0.73%
VZ	Verizon Communications Inc Communication Services	Added	49,785	+3,934	$2,499,207	+33.8%	0.68%
WMT	Walmart Inc. Consumer Defensive	Added	19,807	+7,694	$2,461,613	+82.4%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,291	-94	$2,397,936	−5.6%	0.65%
SLV	iShares Silver Trust	Reduced	35,177	-3,723	$2,396,960	−4.3%	0.65%
GE	General Electric Co Industrials	Added	8,429	+4,111	$2,391,897	+79.8%	0.65%
JNJ	Johnson & Johnson Healthcare	Added	9,727	+142	$2,377,667	+19.9%	0.65%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	89,639	+36,346	$2,319,857	+42.5%	0.63%
GEV	GE Vernova Inc. Industrials	Added	2,586	+1,342	$2,257,319	+177.6%	0.62%
ABBV	AbbVie Inc. Healthcare	Added	9,940	+4,429	$2,161,850	+71.7%	0.59%
GILD	Gilead Sciences, Inc. Healthcare	Added	15,215	+109	$2,120,514	+14.4%	0.58%
NEE	Nextera Energy Inc Utilities	Added	22,716	+477	$2,109,862	+18.2%	0.57%
PWR	Quanta Services, Inc. Industrials	Added	3,705	+134	$2,034,119	+35.0%	0.55%
AMD	Advanced Micro Devices Inc Technology	Added	9,971	+700	$2,028,400	+2.2%	0.55%
IDA	Idacorp Inc Utilities	Added	13,726	+857	$1,962,406	+20.5%	0.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,977	-85	$1,905,778	−6.7%	0.52%
NFLX	Netflix Inc Communication Services	Reduced	19,645	-4,396	$1,888,866	−16.2%	0.51%
MA	Mastercard Inc Financial Services	Added	3,593	+160	$1,795,278	−8.4%	0.49%
UPS	United Parcel Service Inc Industrials	Added	17,560	+2,048	$1,727,552	+12.3%	0.47%
HON	Honeywell International Inc Industrials	Added	7,554	+940	$1,707,430	+32.3%	0.47%
XOM	Exxon Mobil Corp Energy	Reduced	9,995	-940	$1,695,751	+28.9%	0.46%
UNH	Unitedhealth Group Inc Healthcare	Added	6,147	+1,885	$1,663,316	+18.2%	0.45%
OKE	Oneok Inc /New/ Energy	Added	18,091	+3,473	$1,635,245	+52.2%	0.45%
PEP	Pepsico Inc Consumer Defensive	Added	10,495	+837	$1,629,768	+17.6%	0.44%
CVSA	Covista Inc. Consumer Defensive	Added	14,059	+65	$1,620,299	+11.9%	0.44%
MO	Altria Group, Inc. Consumer Defensive	Added	23,877	+51	$1,575,643	+14.7%	0.43%
AMAT	Applied Materials Inc /De Technology	Added	4,487	+86	$1,533,611	+35.6%	0.42%