Portfolio (Quarterly)
Guide ↗
Clear Creek Financial Management, LLC
· CIK 0001784235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ANGX | ANGEL STUDIOS INC. | Communication Services | 11,108.0 | $41K | 0.00% | NEW | — | $3.67 | +18.1% |
| 82 | — | ZENATECH INC | — | 20,000.0 | $30K | 0.00% | NEW | — | $1.50 | — |
| 83 | RNXT | RENOVORX INC | Healthcare | 29,058.0 | $28K | 0.00% | NEW | — | $0.98 | +34.7% |
| 84 | SPY CALL | STATE STR SPDR S&P 500 ETF T | Financial Services | 8.0 | $5K | — | NEW | — | $624.00 | +22.7% |
① 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
37.1%
Financial Services
22.2%
Industrials
9.4%
Consumer Cyclical
9.0%
Healthcare
6.3%
Communication Services
5.2%
Consumer Defensive
3.7%
Utilities
2.5%
Energy
2.0%
Basic Materials
1.5%