Meadow Creek Wealth Advisors LLC
Filing Date
Global Rank
#4,972
/ 8,232
▲ 255
Top Industry
Semiconductors
11.0%
3Y Alpha vs SPY
-3.7%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
14 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.5%
SPY
+76.3%
Annualised alpha
-3.7%
Max drawdown
−15.8%
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
116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.9%
+2.3 pts
Top 5
34.0%
+1.6 pts
Top 10
47.4%
−0.6 pts
HHI
344
Diversified+30
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.3% | $28,937,409 |
| Consumer Cyclical | 17.3% | $20,629,920 |
| Consumer Defensive | 15.2% | $18,016,781 |
| Financial Services | 13.0% | $15,471,549 |
| Healthcare | 9.4% | $11,177,214 |
| Industrials | 7.8% | $9,260,966 |
| Communication Services | 6.0% | $7,092,495 |
| Energy | 4.2% | $5,017,916 |
| Real Estate | 0.8% | $989,267 |
| Basic Materials | 0.8% | $986,813 |
| Utilities | 0.8% | $898,498 |
| Unclassified | 0.4% | $438,329 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +2,024 | 22,562 | $5,726,009 | |
| MRK | Merck & Co., Inc. | +1,229 | 12,379 | $1,489,069 | |
| AMZN | Amazon Com Inc | +1,069 | 12,297 | $2,561,096 | |
| BMY | Bristol Myers Squibb Co | +846 | 8,104 | $491,507 | |
| CMCSA | Comcast Corp | +785 | 11,513 | $330,538 | |
| PM | Philip Morris International Inc. | +678 | 2,671 | $441,623 | |
| GILD | Gilead Sciences, Inc. | +603 | 2,813 | $392,047 | |
| EMR | Emerson Electric Co | +582 | 5,946 | $779,044 | |
| ABT | Abbott Laboratories | +471 | 4,141 | $425,156 | |
| JNJ | Johnson & Johnson | +354 | 8,123 | $1,985,586 | |
| UNP | Union Pacific Corp | +337 | 3,392 | $822,967 | |
| PG | PROCTER & GAMBLE Co | +331 | 8,865 | $1,280,460 | |
| AMGN | Amgen Inc | +275 | 2,122 | $746,625 | |
| PEP | Pepsico Inc | +273 | 2,541 | $394,591 | |
| TGT | Target Corp | +271 | 3,691 | $447,349 | |
| LRCX | Lam Research Corp | +260 | 2,167 | $463,001 | |
| SO | Southern Co | +258 | 3,899 | $376,331 | |
| GOOGL | Alphabet Inc. | +244 | 8,999 | $2,587,752 | |
| BN | BROOKFIELD Corp /ON/ | +234 | 10,308 | $417,164 | |
| MSI | Motorola Solutions, Inc. | +221 | 2,591 | $1,124,416 | |
| META | Meta Platforms, Inc. | +207 | 2,976 | $1,702,658 | |
| MCD | Mcdonalds Corp | +207 | 3,798 | $1,180,380 | |
| BRK-B | Berkshire Hathaway Inc | +190 | 672 | $322,022 | |
| ICE | Intercontinental Exchange, Inc. | +183 | 2,718 | $427,487 | |
| PFE | Pfizer Inc | +156 | 12,254 | $344,092 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RF | Regions Financial Corp | −21,293 | 9,372 | $244,796 | |
| NVDA | Nvidia Corp | −3,321 | 36,541 | $6,372,750 | |
| XOM | Exxon Mobil Corp | −2,397 | 10,396 | $1,763,785 | |
| LLY | ELI LILLY & Co | −2,218 | 1,497 | $1,376,895 | |
| WMT | Walmart Inc. | −1,690 | 26,089 | $3,242,340 | |
| NZF | Nuveen Municipal Credit Income Fund | −1,600 | 14,989 | $182,566 | |
| MSFT | Microsoft Corp | −1,073 | 11,176 | $4,137,019 | |
| AVGO | Broadcom Inc. | −1,031 | 14,726 | $4,557,844 | |
| NFLX | Netflix Inc | −1,016 | 9,092 | $874,195 | |
| ORCL | Oracle Corp | −694 | 2,229 | $327,908 | |
| WFC | Wells Fargo & Company/Mn | −687 | 3,896 | $310,160 | |
| QCOM | Qualcomm Inc/De | −433 | 2,367 | $304,822 | |
| CRM | Salesforce, Inc. | −416 | 3,058 | $570,836 | |
| KO | Coca Cola Co | −307 | 143,040 | $10,878,192 | |
| V | Visa Inc. | −231 | 4,407 | $1,331,971 | |
| NXPI | NXP Semiconductors N.V. | −227 | 1,374 | $270,485 | |
| ETN | Eaton Corp plc | −205 | 4,206 | $1,504,360 | |
| TSLA | Tesla, Inc. | −194 | 1,427 | $530,487 | |
| ADP | Automatic Data Processing Inc | −166 | 1,817 | $369,178 | |
| COP | Conocophillips | −161 | 2,778 | $366,696 | |
| ORLY | O Reilly Automotive Inc | −135 | 2,801 | $258,560 | |
| IBM | International Business Machines Corp | −127 | 2,225 | $539,317 | |
| APD | Air Products & Chemicals, Inc. | −124 | 2,042 | $593,180 | |
| VZ | Verizon Communications Inc | −120 | 12,528 | $628,905 | |
| ROP | Roper Technologies Inc | −115 | 769 | $272,118 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 2,416 | $476,483 | |
| TXN | Texas Instruments Inc | 1,491 | $289,462 | |
| DE | Deere & Co | 511 | $287,846 | |
| SCHW | Schwab Charles Corp | 2,593 | $243,690 | |
| NEE | Nextera Energy Inc | 2,594 | $240,930 | |
| HAL | Halliburton Co | 5,388 | $210,078 | |
| WM | Waste Management Inc | 906 | $208,189 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CTAS | Cintas Corp | 2,120 | $398,708 | |
| CMI | Cummins Inc | 517 | $263,902 | |
| PLTR | Palantir Technologies Inc. | 1,364 | $242,451 | |
| ADBE | Adobe Inc. | 682 | $238,693 | |
| HLT | Hilton Worldwide Holdings Inc. | 823 | $236,406 | |
| KKR | KKR & Co. Inc. | 1,837 | $234,180 | |
| IQV | Iqvia Holdings Inc. | 1,017 | $229,241 | |
| SHOP | Shopify Inc. | 1,368 | $220,206 | |
| LPLA | LPL Financial Holdings Inc. | 568 | $202,872 | |
| VMC | Vulcan Materials CO | 711 | $202,791 | |
| No positions match the current search. | ||||
116 positions ·
$118,917,157 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 116 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SON |
Sonoco Products Co
Consumer Cyclical
|
Held | 238,986 | $12,926,752 | 10.87% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 143,040 | $10,878,192 | 9.15% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 36,541 | $6,372,750 | 5.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 22,562 | $5,726,009 | 4.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 14,726 | $4,557,844 | 3.83% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,176 | $4,137,019 | 3.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 11,459 | $3,370,779 | 2.83% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 26,089 | $3,242,340 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,999 | $2,587,752 | 2.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,297 | $2,561,096 | 2.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,123 | $1,985,586 | 1.67% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,375 | $1,767,783 | 1.49% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 10,396 | $1,763,785 | 1.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,976 | $1,702,658 | 1.43% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 4,206 | $1,504,360 | 1.27% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 12,379 | $1,489,069 | 1.25% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 4,342 | $1,415,188 | 1.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,497 | $1,376,895 | 1.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,337 | $1,332,226 | 1.12% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,407 | $1,331,971 | 1.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,865 | $1,280,460 | 1.08% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,632 | $1,224,903 | 1.03% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 15,507 | $1,203,188 | 1.01% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 24,334 | $1,186,282 | 1.00% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,798 | $1,180,380 | 0.99% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,545 | $1,147,260 | 0.96% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 2,591 | $1,124,416 | 0.95% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,409 | $998,220 | 0.84% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 4,028 | $983,557 | 0.83% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,700 | $906,630 | 0.76% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,092 | $874,195 | 0.74% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,392 | $822,967 | 0.69% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 696 | $806,636 | 0.68% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 5,946 | $779,044 | 0.66% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 2,391 | $760,672 | 0.64% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,122 | $746,625 | 0.63% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,450 | $724,507 | 0.61% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 463 | $681,725 | 0.57% | |
| T |
At&T Inc.
Communication Services
|
Added | 22,608 | $655,405 | 0.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,340 | $633,180 | 0.53% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 12,528 | $628,905 | 0.53% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,971 | $596,188 | 0.50% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 2,042 | $593,180 | 0.50% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 2,766 | $573,502 | 0.48% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,058 | $570,836 | 0.48% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 673 | $569,351 | 0.48% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,447 | $553,095 | 0.47% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 2,212 | $546,540 | 0.46% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,225 | $539,317 | 0.45% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,814 | $535,764 | 0.45% |