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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 8 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEBIUS GROUP N.V. 9,248.0 $2.6M 0.16% -2K -21.2% $276.17
142 HD HOME DEPOT INC Consumer Cyclical 7,141.0 $2.5M 0.16% -150.0 -2.1% $352.66 -2.4%
143 IDMO INVESCO EXCH TRADED FD TR II 41,507.0 $2.5M 0.16% -6K -13.5% $60.29 +3.5%
144 MTUM ISHARES TR 7,272.0 $2.5M 0.16% +1K +17.9% $342.83 -10.8%
145 APLD APPLIED DIGITAL CORP Technology 66,575.0 $2.5M 0.16% +3K +4.1% $37.30 -24.3%
146 SCHX SCHWAB STRATEGIC TR 83,893.0 $2.5M 0.16% +21K +32.9% $29.43 +3.1%
147 CARNIVAL CORP LTD 84,930.0 $2.4M 0.16% NEW $28.57
148 J P MORGAN EXCHANGE TRADED F 50,862.0 $2.4M 0.15% +6K +12.6% $47.15
149 CQQQ INVESCO EXCH TRADED FD TR II 41,325.0 $2.4M 0.15% +18K +77.0% $57.03 -13.2%
150 WMT WALMART INC Consumer Defensive 20,425.0 $2.3M 0.15% +618.0 +3.1% $113.26 +0.9%
151 SCHZ SCHWAB STRATEGIC TR 99,938.0 $2.3M 0.15% +19K +23.5% $23.13 -1.2%
152 ARGT GLOBAL X FDS 25,266.0 $2.3M 0.15% -298.0 -1.2% $91.30 +0.1%
153 ASML ASML HLDG NV Technology 1,157.0 $2.3M 0.15% +188.0 +19.4% $1989.57 -12.0%
154 FDN FIRST TR EXCHANGE-TRADED FD 8,444.0 $2.2M 0.14% -65.0 -0.8% $264.72 +8.1%
155 JAAA JANUS DETROIT STR TR 44,222.0 $2.2M 0.14% -52K -54.2% $50.50 +0.3%
156 LRCX LAM RESEARCH CORP Technology 5,046.0 $2.2M 0.14% -172.0 -3.3% $433.34 -29.1%
157 CVX CHEVRON CORPORATION Energy 13,161.0 $2.2M 0.14% +198.0 +1.5% $165.75 +24.1%
158 PLTR PALANTIR TECHNOLOGIES INC Technology 18,519.0 $2.2M 0.14% -10K -34.4% $116.67 +50.2%
159 PAMC PACER FDS TR 38,924.0 $2.2M 0.14% +15K +61.4% $55.43 -1.7%
160 IWO ISHARES TR 5,427.0 $2.1M 0.14% NEW $393.96 -0.9%
Page 8 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%