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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 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIRST TR EXCHNG TRADED FD VI 86,897.0 $2.9M 0.19% -550.0 -0.6% $33.73
42 HELO J P MORGAN EXCHANGE TRADED F 41,083.0 $2.8M 0.18% -5K -10.4% $67.58 +3.0%
43 IJS ISHARES TR 19,317.0 $2.6M 0.17% -50K -72.1% $136.68 +1.5%
44 UTES ETFIS SER TR I 31,339.0 $2.6M 0.17% -9K -21.6% $81.74 -6.6%
45 NEBIUS GROUP N.V. 9,248.0 $2.6M 0.16% -2K -21.2% $276.17
46 HD HOME DEPOT INC Consumer Cyclical 7,141.0 $2.5M 0.16% -150.0 -2.1% $352.66 -2.4%
47 IDMO INVESCO EXCH TRADED FD TR II 41,507.0 $2.5M 0.16% -6K -13.5% $60.29 +3.5%
48 ARGT GLOBAL X FDS 25,266.0 $2.3M 0.15% -298.0 -1.2% $91.30 +0.1%
49 FDN FIRST TR EXCHANGE-TRADED FD 8,444.0 $2.2M 0.14% -65.0 -0.8% $264.72 +8.1%
50 JAAA JANUS DETROIT STR TR 44,222.0 $2.2M 0.14% -52K -54.2% $50.50 +0.3%
51 LRCX LAM RESEARCH CORP Technology 5,046.0 $2.2M 0.14% -172.0 -3.3% $433.34 -29.1%
52 PLTR PALANTIR TECHNOLOGIES INC Technology 18,519.0 $2.2M 0.14% -10K -34.4% $116.67 +50.2%
53 AGG ISHARES TR 19,326.0 $1.9M 0.12% -3K -13.1% $98.98 -1.2%
54 QQQM INVESCO EXCH TRADED FD TR II 5,969.0 $1.8M 0.12% -4K -40.4% $302.97 -2.7%
55 FRDM EA SERIES TRUST 24,543.0 $1.8M 0.12% -9K -25.8% $73.22 -8.0%
56 BERKSHIRE HATHAWAY INC DEL 3,476.0 $1.7M 0.11% -501.0 -12.6% $500.39
57 IXUS ISHARES TR 18,200.0 $1.7M 0.11% -431.0 -2.3% $95.44 +1.8%
58 CVSA COVISTA INC Consumer Cyclical 13,844.0 $1.7M 0.11% -215.0 -1.5% $124.66 +5.8%
59 ETN EATON CORP PLC Industrials 4,029.0 $1.7M 0.11% -37.0 -0.9% $426.16 -0.4%
60 MO ALTRIA GROUP INC Consumer Defensive 23,456.0 $1.7M 0.11% -421.0 -1.8% $71.95 -8.2%
Page 3 of 11  ·  220 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%