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Portfolio (Quarterly) Guide ↗

ACORN CREEK CAPITAL LLC

· CIK 0001994827
13F Portfolio $278M AUM 77 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFSU DIMENSIONAL ETF TRUST 5,897.0 $256K 0.09% NEW $43.43 +8.4%
62 PG PROCTER AND GAMBLE CO Consumer Defensive 1,751.0 $251K 0.09% NEW $143.34 +4.6%
63 MRSH MARSH & MCLENNAN COS INC Financial Services 1,320.0 $245K 0.09% NEW $185.50 -1.8%
64 RTX RTX CORPORATION Industrials 1,330.0 $244K 0.09% NEW $183.40 +5.5%
65 GRNY TIDAL TRUST I 9,580.0 $237K 0.09% NEW $24.76 +10.3%
66 GE GE AEROSPACE Industrials 768.0 $237K 0.09% NEW $308.05 +13.2%
67 SBUX STARBUCKS CORP Consumer Cyclical 2,772.0 $233K 0.08% NEW $84.22 +25.3%
68 ASTRAZENECA PLC 2,491.0 $229K 0.08% NEW $91.93
69 UNP UNION PAC CORP Industrials 957.0 $221K 0.08% NEW $231.30 +30.5%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 1,243.0 $221K 0.08% NEW $177.68 -25.5%
71 JCI JOHNSON CTLS INTL PLC Industrials 1,755.0 $210K 0.08% NEW $119.77 +17.3%
72 KO COCA COLA CO Consumer Defensive 2,996.0 $209K 0.07% NEW $69.91 +16.7%
73 NEE NEXTERA ENERGY INC Utilities 2,545.0 $204K 0.07% NEW $80.27 +10.6%
74 AON AON PLC Financial Services 576.0 $203K 0.07% NEW $352.74 +4.1%
75 AXP AMERICAN EXPRESS CO Financial Services 544.0 $201K 0.07% NEW $370.00 -4.0%
76 HNRG HALLADOR ENERGY COMPANY Energy 10,000.0 $190K 0.07% NEW $19.04 -16.1%
77 NOTV INOTIV INC Healthcare 158,750.0 $89K 0.03% NEW $0.56 -85.8%
Page 4 of 4  ·  77 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
Financial Services 42.4%
Technology 23.9%
Communication Services 9.9%
Consumer Cyclical 7.3%
Healthcare 6.6%
Consumer Defensive 4.6%
Industrials 3.3%
Energy 1.6%
Utilities 0.4%