ACORN CREEK CAPITAL LLC
Filing Date
Global Rank
#6,398
/ 8,232
▲ 217
Top Industry
Semiconductors
14.2%
3Y Alpha vs SPY
+0.7%
Period ended 2 months ago
Filed May 12, 2026 · 33d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.8%
SPY
+52.9%
Annualised alpha
+0.7%
Max drawdown
−13.3%
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
62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.3%
−1.4 pts
Top 5
54.9%
−3.0 pts
Top 10
64.8%
−4.0 pts
HHI
1,287
Diversified−111
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 33.3% | $17,718,911 |
| Technology | 22.6% | $12,024,503 |
| Financial Services | 9.2% | $4,875,328 |
| Healthcare | 7.8% | $4,174,768 |
| Consumer Cyclical | 7.3% | $3,877,915 |
| Communication Services | 6.1% | $3,242,239 |
| Consumer Defensive | 5.0% | $2,680,261 |
| Industrials | 4.5% | $2,402,033 |
| Energy | 3.0% | $1,590,394 |
| Utilities | 0.7% | $397,879 |
| Basic Materials | 0.4% | $232,511 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +801 | 16,799 | $4,263,418 | |
| TSLA | Tesla, Inc. | +365 | 2,708 | $1,006,699 | |
| AMZN | Amazon Com Inc | +334 | 9,585 | $1,996,267 | |
| KO | Coca Cola Co | +305 | 3,301 | $251,041 | |
| GOOGL | Alphabet Inc. | +288 | 3,663 | $1,053,332 | |
| XOM | Exxon Mobil Corp | +234 | 3,369 | $571,584 | |
| JNJ | Johnson & Johnson | +201 | 2,251 | $550,234 | |
| CAG | Conagra Brands Inc. | +166 | 27,257 | $428,480 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +154 | 14,026 | $277,013 | |
| CVX | Chevron Corp | +127 | 2,359 | $488,077 | |
| SBUX | Starbucks Corp | +109 | 2,881 | $258,108 | |
| NVS | Novartis AG | +93 | 3,820 | $583,505 | |
| HSBC | Hsbc Holdings PLC | +91 | 5,853 | $482,813 | |
| RTX | RTX Corp | +89 | 1,419 | $273,725 | |
| BAC | Bank Of America Corp /De/ | +86 | 6,056 | $295,230 | |
| NVDA | Nvidia Corp | +59 | 17,289 | $3,015,201 | |
| LW | Lamb Weston Holdings, Inc. | +31 | 10,210 | $431,474 | |
| COST | Costco Wholesale Corp /New | +26 | 528 | $526,115 | |
| GE | General Electric Co | +25 | 793 | $225,029 | |
| DHR | Danaher Corp /De/ | +23 | 2,209 | $418,826 | |
| IBM | International Business Machines Corp | +20 | 1,066 | $258,387 | |
| JPM | Jpmorgan Chase & Co | +19 | 3,405 | $1,001,614 | |
| PM | Philip Morris International Inc. | +18 | 1,787 | $295,462 | |
| UNP | Union Pacific Corp | +16 | 973 | $236,069 | |
| MCD | Mcdonalds Corp | +13 | 899 | $279,400 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOTV | Inotiv, Inc. | −148,750 | 10,000 | $2,700 | |
| GLD | Spdr Gold Trust | −6,313 | 41,179 | $17,718,911 | |
| RELX | Relx PLC | −333 | 6,444 | $213,618 | |
| WMT | Walmart Inc. | −125 | 4,016 | $499,108 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −116 | 1,204 | $208,833 | |
| NFLX | Netflix Inc | −98 | 8,423 | $809,871 | |
| META | Meta Platforms, Inc. | −92 | 2,026 | $1,159,135 | |
| WFC | Wells Fargo & Company/Mn | −76 | 2,679 | $213,275 | |
| JCI | Johnson Controls International plc | −71 | 1,684 | $220,519 | |
| LLY | ELI LILLY & Co | −42 | 1,112 | $1,022,784 | |
| HD | Home Depot, Inc. | −38 | 1,026 | $337,441 | |
| AVGO | Broadcom Inc. | −31 | 3,209 | $993,217 | |
| PG | PROCTER & GAMBLE Co | −30 | 1,721 | $248,581 | |
| ETN | Eaton Corp plc | −28 | 979 | $350,158 | |
| MA | Mastercard Inc | −27 | 637 | $318,283 | |
| ABBV | AbbVie Inc. | −20 | 2,331 | $506,969 | |
| GS | Goldman Sachs Group Inc | −20 | 336 | $284,252 | |
| AMD | Advanced Micro Devices Inc | −18 | 5,009 | $1,018,980 | |
| MSFT | Microsoft Corp | −17 | 5,984 | $2,215,097 | |
| NEE | Nextera Energy Inc | −14 | 2,531 | $235,079 | |
| CAT | Caterpillar Inc | −14 | 555 | $393,195 | |
| MS | Morgan Stanley | −1 | 1,908 | $313,999 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DGX | Quest Diagnostics Inc | 1,635 | $320,427 | |
| RRC | Range Resources Corp | 6,295 | $284,408 | |
| ASML | Asml Holding NV | 197 | $260,203 | |
| SU | Suncor Energy Inc | 3,726 | $246,325 | |
| AZN | Astrazeneca PLC | 1,195 | $235,677 | |
| MRK | Merck & Co., Inc. | 1,956 | $235,287 | |
| LIN | Linde PLC | 469 | $232,511 | |
| TMUS | T-Mobile US, Inc. | 1,047 | $219,901 | |
| GEV | GE Vernova Inc. | 239 | $208,623 | |
| MFG | Mizuho Financial Group Inc | 10,453 | $82,996 | |
| No positions match the current search. | ||||
7 positions ·
$12,024,503 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 16,799 | $4,263,418 | 35.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 17,289 | $3,015,201 | 25.08% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,984 | $2,215,097 | 18.42% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,009 | $1,018,980 | 8.47% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,209 | $993,217 | 8.26% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 197 | $260,203 | 2.16% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,066 | $258,387 | 2.15% |