Creekside Partners
Top Portfolio Positions
68 positions ·
$55,976,666 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,097 | $9,414,847 | 16.82% |
| GLD |
Spdr Gold Trust
|
9,094 | $3,913,057 | 6.99% |
| CHI |
Calamos Convertible Opportunities & Income Fund
Financial Services
|
229,190 | $2,461,500 | 4.40% |
| NVDA |
Nvidia Corp
Technology
|
13,576 | $2,367,654 | 4.23% |
| MSFT |
Microsoft Corp
Technology
|
5,687 | $2,105,156 | 3.76% |
| CAT |
Caterpillar Inc
Industrials
|
2,786 | $1,973,769 | 3.53% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,977 | $1,869,639 | 3.34% |
| CVX |
Chevron Corp
Energy
|
8,813 | $1,823,409 | 3.26% |
| JNJ |
Johnson & Johnson
Healthcare
|
7,363 | $1,799,811 | 3.22% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,682 | $1,740,533 | 3.11% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,923 | 131,085 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $441,501 | 90,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $249,639 | 50,028 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $240,134 | 50,028 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $244,636 | 50,028 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $243,136 | 50,028 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $250,140 | 50,028 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $241,134 | 50,028 | Shares | Sole | 2024-08-30 | |
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