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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETH GRAYSCALE ETHEREUM STAKING Financial Services 21,374.0 $321K 0.02% NEW $15.03 +32.0%
42 UJUN INNOVATOR ETFS TRUST 8,313.0 $320K 0.02% NEW $38.54 +1.7%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 634.0 $303K 0.02% NEW $477.75 -13.6%
44 ALLY ALLY FINL INC Financial Services 6,364.0 $292K 0.02% NEW $45.95 -5.5%
45 ENLIGHT RENEWABLE ENERGY LTD 3,285.0 $290K 0.02% NEW $88.41
46 QLD PROSHARES TR 2,950.0 $285K 0.02% NEW $96.76 -6.6%
47 FLS FLOWSERVE CORP Industrials 3,778.0 $280K 0.02% NEW $74.21 +4.7%
48 ARTY ISHARES TR 3,664.0 $279K 0.02% NEW $76.16 -3.6%
49 OKLO OKLO INC Utilities 5,232.0 $274K 0.02% NEW $52.33 -19.4%
50 TECK TECK RESOURCES LTD Basic Materials 4,546.0 $270K 0.02% NEW $59.46 +10.6%
51 AVAV AEROVIRONMENT INC Industrials 1,624.0 $268K 0.02% NEW $165.07 +5.3%
52 ROK ROCKWELL AUTOMATION INC Industrials 526.0 $260K 0.02% NEW $495.11 -12.3%
53 FJUL FIRST TR EXCHNG TRADED FD VI 4,368.0 $260K 0.02% NEW $59.54 +2.8%
54 HALO HALOZYME THERAPEUTICS INC Healthcare 3,292.0 $258K 0.02% NEW $78.27 +36.8%
55 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 257.0 $248K 0.02% NEW $965.00 -12.5%
56 BROS DUTCH BROS INC Consumer Cyclical 3,431.0 $246K 0.02% NEW $71.81 -30.2%
57 PLD PROLOGIS INC. Real Estate 1,813.0 $246K 0.02% NEW $135.44 +3.9%
58 Q QNITY ELECTRONICS INC Technology 1,500.0 $245K 0.02% NEW $163.31 -21.5%
59 SNOW SNOWFLAKE INC Technology 947.0 $241K 0.01% NEW $254.50 +25.6%
60 TRV TRAVELERS COMPANIES INC Financial Services 691.0 $228K 0.01% NEW $330.06 +10.6%
Page 3 of 5  ·  84 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%