Portfolio (Quarterly) Guide ↗

Clear Creek Financial Management, LLC

· CIK 0001784235

13F Portfolio $1.3B AUM 608 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 77 New 312 Added 164 Reduced 50 Exited

Page 2 of 3 · 50 positions

← Prev 1 2 3 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	HRL	HORMEL FOODS CORP	Consumer Defensive	19,852	$470K	0.04%	SOLD
22	SJM	SMUCKER J M CO	Consumer Defensive	4,803	$470K	0.04%	SOLD
23	GPN	GLOBAL PMTS INC	Industrials	5,995	$464K	0.04%	SOLD
24	DOX	AMDOCS LTD	Technology	5,760	$464K	0.04%	SOLD
25	KBWB	INVESCO EXCH TRADED FD TR II	—	5,027	$424K	0.04%	SOLD
26	LUV	SOUTHWEST AIRLS CO	Industrials	8,666	$358K	0.03%	SOLD
27	REGN	REGENERON PHARMACEUTICALS	Healthcare	459	$354K	0.03%	SOLD
28	—	FIRST TR EXCHNG TRADED FD VI	—	14,000	$332K	0.03%	SOLD
29	DMAY	FIRST TR EXCHNG TRADED FD VI	—	7,070	$320K	0.03%	SOLD
30	XHE	SPDR SERIES TRUST	—	3,499	$309K	0.03%	SOLD
31	TTD	THE TRADE DESK INC	Technology	7,517	$285K	0.02%	SOLD
32	APA	APA CORPORATION	Energy	11,096	$271K	0.02%	SOLD
33	SNOW	SNOWFLAKE INC	Technology	1,225	$269K	0.02%	SOLD
34	SUSA	ISHARES TR	—	1,859	$259K	0.02%	SOLD
35	DAL	DELTA AIR LINES INC DEL	Industrials	3,491	$242K	0.02%	SOLD
36	APP	APPLOVIN CORP	Technology	343	$231K	0.02%	SOLD
37	DHR	DANAHER CORPORATION	Healthcare	995	$228K	0.02%	SOLD
38	FJUL	FIRST TR EXCHNG TRADED FD VI	—	4,000	$224K	0.02%	SOLD
39	PXI	INVESCO EXCHANGE TRADED FD T	—	4,887	$221K	0.02%	SOLD
40	OKLO	OKLO INC	Utilities	2,978	$214K	0.02%	SOLD

Page 2 of 3 · 50 positions

← Prev 1 2 3 Next →

Sector Allocation

Technology 29.2%

Financial Services 26.7%

Consumer Cyclical 9.8%

Industrials 8.4%

Communication Services 6.5%

Healthcare 6.5%

Consumer Defensive 4.5%

Energy 3.2%

Utilities 2.5%

Basic Materials 1.5%