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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 29 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ROK ROCKWELL AUTOMATION INC Industrials 526.0 $260K 0.02% NEW $495.11 -12.9%
562 FJUL FIRST TR EXCHNG TRADED FD VI 4,368.0 $260K 0.02% NEW $59.54 +2.4%
563 GOCT FIRST TR EXCHNG TRADED FD VI 6,245.0 $259K 0.02% -12K -65.2% $41.54 +1.6%
564 AXP AMERICAN EXPRESS CO Financial Services 766.0 $259K 0.02% +57.0 +8.0% $338.09 -2.1%
565 HALO HALOZYME THERAPEUTICS INC Healthcare 3,292.0 $258K 0.02% NEW $78.27 +35.6%
566 COF CAPITAL ONE FINL CORP Financial Services 1,255.0 $252K 0.02% -62.0 -4.7% $200.57 +5.9%
567 JCI JOHNSON CONTROLS INTERNATION Industrials 1,714.0 $250K 0.02% +45.0 +2.7% $146.10 -2.0%
568 JCPB J P MORGAN EXCHANGE TRADED F 5,330.0 $250K 0.02% -950.0 -15.1% $46.94 -1.6%
569 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,460.0 $249K 0.02% $45.52 +23.6%
570 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 257.0 $248K 0.02% NEW $965.00 -11.9%
571 BROS DUTCH BROS INC Consumer Cyclical 3,431.0 $246K 0.02% NEW $71.81 -31.2%
572 PLD PROLOGIS INC. Real Estate 1,813.0 $246K 0.02% NEW $135.44 +3.9%
573 Q QNITY ELECTRONICS INC Technology 1,500.0 $245K 0.02% NEW $163.31 -18.2%
574 SNOW SNOWFLAKE INC Technology 947.0 $241K 0.01% NEW $254.50 +26.2%
575 FT FRANKLIN UNVL TR Financial Services 29,455.0 $238K 0.01% $8.06 -2.7%
576 DOCT FIRST TR EXCHNG TRADED FD VI 5,088.0 $238K 0.01% -970.0 -16.0% $46.68 +1.8%
577 EES WISDOMTREE TR 3,498.0 $237K 0.01% $67.79 +0.3%
578 FAUG FIRST TR EXCHNG TRADED FD VI 4,164.0 $235K 0.01% $56.51 +1.8%
579 VMBS VANGUARD SCOTTSDALE FDS 5,015.0 $235K 0.01% -630.0 -11.2% $46.81 -1.2%
580 FAPR FIRST TR EXCHNG TRADED FD VI 5,000.0 $234K 0.01% $46.74 +1.6%
Page 29 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%