Willow Creek Capital Management, Inc.

All 13F Filings

Location
Missoula, MT
Most recent 13F
Q2 2026
Holdings value ($000)
102,985
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 9/8/2026 100 102,985 13F-HR Willow Creek Capital Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 92.02 K 89.4% 92.02 K 0 92.02 K
ETFs 10.96 K 10.6% 10.96 K 0 10.96 K
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Fund Snapshot

Q2 2026
Latest filed
9/8/2026
Total value ($000)
102,985
Holdings
100
QoQ value change ($000)
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.