Creekside Partners

All 13F Filings

Location
Petaluma, CA
Most recent 13F
Q2 2026
Holdings value ($000)
276,134
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/30/2026 193 276,134 13F-HR Creekside Partners
Q1 2026 4/21/2026 183 242,862 13F-HR Creekside Partners
Q4 2025 2/13/2026 181 236,588 13F-HR Creekside Partners
Q3 2025 10/27/2025 172 226,995 13F-HR Creekside Partners
Q2 2025 7/29/2025 171 210,619 13F-HR Creekside Partners
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 68.94 K 25.0% 10.38 K 0 10.38 K
ETFs 207.2 K 75.0% 22.89 K 0 22.89 K
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
276,134
Holdings
193
QoQ value change ($000)
33,272 (13.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.