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Home > Institutional Investor > Creekside Partners > Profile

Instuitional Investor - Creekside Partners

Fund Profile
Filing Period:
Fund Name: Creekside Partners
Portfolio Value $236,588,478
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 548,010 $13,174,160 5.57%
2.
Apple Inc.
 AAPL 37,819 $10,281,428 4.35%
3.
Schwab Strategic Trust
 FNDF 319,684 $9,104,599 3.85%
4.
Schwab Strategic Trust
 FNDF 310,314 $8,139,530 3.44%
5.
Vanguard Index Fds - MID CAP ETF
 26,954 $7,822,460 3.31%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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