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Portfolio (Quarterly) Guide ↗

Clear Creek Financial Management, LLC

· CIK 0001784235
13F Portfolio $1.6B AUM 643 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 84 New 281 Added 220 Reduced 49 Exited
Page 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PM PHILIP MORRIS INTL INC Consumer Defensive 9,149.0 $1.7M 0.11% +107.0 +1.2% $180.92 +5.9%
122 BA BOEING CO Industrials 7,532.0 $1.6M 0.10% +120.0 +1.6% $216.47 -0.6%
123 GHYG ISHARES INC 35,789.0 $1.6M 0.10% +4K +12.3% $45.29 +0.0%
124 DDEC FIRST TR EXCHNG TRADED FD VI 33,806.0 $1.6M 0.10% +178.0 +0.5% $47.38 +1.7%
125 OKE ONEOK INC NEW Energy 18,344.0 $1.6M 0.10% +253.0 +1.4% $86.94 +8.8%
126 ELD WISDOMTREE TR 55,326.0 $1.6M 0.10% +26K +86.9% $28.70 +1.1%
127 JIRE J P MORGAN EXCHANGE TRADED F 19,119.0 $1.6M 0.10% +16K +606.8% $82.49 +2.6%
128 BAC BANK OF AMER CORP Financial Services 27,631.0 $1.6M 0.10% +1K +5.0% $56.98 +8.6%
129 PEP PEPSICO INC Consumer Defensive 11,535.0 $1.6M 0.10% +1K +9.9% $135.40 +4.9%
130 XLU SELECT SECTOR SPDR TR 33,873.0 $1.5M 0.10% +2K +6.0% $45.34 -3.5%
131 BOND PIMCO ETF TR 16,623.0 $1.5M 0.10% +6K +58.9% $92.21 -1.7%
132 DIS DISNEY WALT CO Communication Services 15,820.0 $1.5M 0.10% +1K +8.6% $96.31 +11.4%
133 WM WASTE MGMT INC DEL Industrials 6,665.0 $1.5M 0.10% +878.0 +15.2% $222.89 +0.9%
134 ORCL ORACLE CORP Technology 10,129.0 $1.5M 0.10% +630.0 +6.6% $146.55 -3.1%
135 BWXT BWX TECHNOLOGIES INC Industrials 7,610.0 $1.5M 0.10% +884.0 +13.1% $194.65 -19.6%
136 QMAR FIRST TR EXCHNG TRADED FD VI 39,592.0 $1.5M 0.10% +6K +18.4% $37.23 +1.0%
137 AIN ALBANY INTL CORP Consumer Cyclical 19,782.0 $1.5M 0.10% +699.0 +3.7% $74.50 -21.0%
138 MRK MERCK & CO INC Healthcare 11,408.0 $1.5M 0.09% +2K +15.7% $128.53 +16.1%
139 MBB ISHARES TR 15,463.0 $1.5M 0.09% +1K +9.6% $94.52 -1.3%
140 NFLX NETFLIX INC. Communication Services 20,364.0 $1.5M 0.09% +719.0 +3.7% $71.40 +12.2%
Page 7 of 15  ·  281 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 21.9%
Industrials 9.3%
Consumer Cyclical 8.9%
Healthcare 6.3%
Communication Services 6.1%
Consumer Defensive 3.7%
Utilities 2.4%
Energy 2.2%
Basic Materials 1.5%