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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 16 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XLE SELECT SECTOR SPDR TR 15,622.0 $830K 0.05% -45K -74.2% $53.11 +20.0%
302 MPWR MONOLITHIC PWR SYS INC Technology 599.0 $829K 0.05% +24.0 +4.2% $1383.30 -5.3%
303 SLYG SPDR SERIES TRUST 6,922.0 $825K 0.05% +765.0 +12.4% $119.13 -3.2%
304 XPND FIRST TR EXCHNG TRADED FD VI 19,685.0 $824K 0.05% +4K +29.3% $41.84 -6.9%
305 CI THE CIGNA GROUP Healthcare 2,965.0 $817K 0.05% +318.0 +12.0% $275.66 -0.5%
306 MCK MCKESSON CORP Healthcare 1,080.0 $816K 0.05% +22.0 +2.1% $755.51 +11.0%
307 BINC BLACKROCK ETF TRUST II 15,540.0 $813K 0.05% -84.0 -0.5% $52.34 -0.6%
308 FIRST TR EXCHNG TRADED FD VI 23,900.0 $806K 0.05% -150.0 -0.6% $33.71
309 T AT&T INC Communication Services 38,822.0 $804K 0.05% -9K -18.1% $20.70 +21.5%
310 GLDM WORLD GOLD TR Financial Services 10,094.0 $802K 0.05% -2K -15.6% $79.42 +12.8%
311 PSTG EVERPURE INC 10,132.0 $798K 0.05% -201.0 -1.9% $78.79
312 SO SOUTHERN CO Utilities 8,276.0 $792K 0.05% $95.71 -4.5%
313 SHOP SHOPIFY INC Technology 6,932.0 $791K 0.05% +257.0 +3.9% $114.18 +28.9%
314 DMAR FIRST TR EXCHNG TRADED FD VI 17,659.0 $790K 0.05% +5K +44.5% $44.73 +1.5%
315 PTF INVESCO EXCHANGE TRADED FD T 5,787.0 $789K 0.05% NEW $136.31 -24.5%
316 NKE NIKE INC Consumer Cyclical 19,182.0 $787K 0.05% +1K +6.6% $41.05 -2.1%
317 RTX RTX CORPORATION Industrials 4,149.0 $787K 0.05% $189.73 +11.9%
318 AIS TIDAL TRUST III 9,147.0 $780K 0.05% NEW $85.31 -19.0%
319 EPD ENTERPRISE PRODS PARTNERS L Energy 21,098.0 $776K 0.05% -3K -11.6% $36.76 +4.5%
320 LAMR LAMAR ADVERTISING CO Real Estate 4,927.0 $769K 0.05% +38.0 +0.8% $155.98 -3.2%
Page 16 of 33  ·  643 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%