Clear Creek Financial Management, LLC
Top Portfolio Positions
260 positions ·
$364,883,936 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
41,106 | $23,725,561 | 6.50% | |
| NVDA |
Nvidia Corp
Technology
|
117,012 | $20,406,892 | 5.59% | |
| AAPL |
Apple Inc.
Technology
|
70,401 | $17,867,069 | 4.90% | |
| MSFT |
Microsoft Corp
Technology
|
35,329 | $13,077,735 | 3.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
62,594 | $13,036,452 | 3.57% | |
| MU |
Micron Technology Inc
Technology
|
37,157 | $12,553,120 | 3.44% | |
| IAU |
Ishares Gold Trust
|
106,926 | $9,426,596 | 2.58% | |
| BITB |
Bitwise Bitcoin ETF
|
248,960 | $9,164,217 | 2.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,257 | $7,902,289 | 2.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,187 | $7,161,342 | 1.96% |
Portfolio Trend
Holdings in PGZ
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,544 | 18,475 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $178,428 | 17,825 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $186,449 | 17,825 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $177,525 | 16,875 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $177,693 | 16,875 | Shares | Sole | 2025-04-28 | |
| No quarters match your search. | ||||||