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Home > Institutional Investor > Creekside Partners > Profile

Instuitional Investor - Creekside Partners

Fund Profile
Filing Period:
Fund Name: Creekside Partners
Portfolio Value $191,047,496
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 524,478 $10,374,165 5.43%
2.
Apple Inc.
 AAPL 38,170 $8,478,695 4.44%
3.
Schwab Strategic Trust
 FNDF 303,055 $7,100,574 3.72%
4.
Vanguard Index Fds - MID CAP ETF
 27,159 $7,023,754 3.68%
5.
Vanguard Specialized Funds - DIV APP ETF
 33,174 $6,435,512 3.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)