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Portfolio (Quarterly) Guide ↗

ACORN CREEK CAPITAL LLC

· CIK 0001994827
13F Portfolio $280M AUM 84 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 33 Added 30 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVEM AMERICAN CENTY ETF TR 37,077.0 $3.0M 1.07% NEW $80.58 +23.7%
2 DGX QUEST DIAGNOSTICS INC Healthcare 1,635.0 $320K 0.11% NEW $195.98 -0.5%
3 RRC RANGE RES CORP Energy 6,295.0 $284K 0.10% NEW $45.18 -19.5%
4 ASML ASML HLDG NV Technology 197.0 $260K 0.09% NEW $1321.13 +46.1%
5 SU SUNCOR ENERGY INC NEW Energy 3,726.0 $246K 0.09% NEW $66.11 -16.3%
6 AZN ASTRAZENECA PLC Healthcare 1,195.0 $236K 0.08% NEW $197.22 -11.3%
7 MRK MERCK & CO INC Healthcare 1,956.0 $235K 0.08% NEW $120.31 -5.4%
8 LIN LINDE PLC Basic Materials 469.0 $233K 0.08% NEW $495.97 +3.3%
9 TMUS T-MOBILE US INC Communication Services 1,047.0 $220K 0.08% NEW $210.03 -13.5%
10 GEV GE VERNOVA INC Utilities 239.0 $209K 0.07% NEW $872.90 +27.1%
11 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,453.0 $83K 0.03% NEW $7.94 +29.7%

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 40.1%
Technology 22.2%
Communication Services 9.7%
Healthcare 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 5.0%
Industrials 3.7%
Energy 3.2%
Utilities 0.8%
Basic Materials 0.4%