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Portfolio (Quarterly) Guide ↗

ACORN CREEK CAPITAL LLC

· CIK 0001994827
13F Portfolio $299M AUM 87 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 21 Added 52 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 21,865.0 $1.7M 0.55% NEW $75.51 +9.0%
2 MU MICRON TECHNOLOGY INC Technology 467.0 $539K 0.18% NEW $1154.29 -18.7%
3 KLAC KLA CORP Technology 1,100.0 $332K 0.11% NEW $301.78 -44.2%
4 CSCO CISCO SYS INC Technology 2,120.0 $249K 0.08% NEW $117.48 -7.4%
5 INTC INTEL CORP Technology 1,764.0 $246K 0.08% NEW $139.63 -36.9%
6 AMAT APPLIED MATLS INC Technology 314.0 $227K 0.08% NEW $722.14 -39.7%
7 RY ROYAL BK CDA Financial Services 1,091.0 $226K 0.07% NEW $206.97 -0.7%
8 UNH UNITEDHEALTH GROUP INC Healthcare 517.0 $215K 0.07% NEW $415.63 -4.1%

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
Financial Services 37.9%
Technology 28.3%
Healthcare 8.4%
Consumer Cyclical 7.6%
Communication Services 5.5%
Consumer Defensive 4.5%
Industrials 4.3%
Energy 2.2%
Utilities 0.9%
Basic Materials 0.4%