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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
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 336.0 $285K 0.10% -20.0 -5.6% $847.20 +29.4%
22 DFAC DIMENSIONAL ETF TRUST 7,000.0 $272K 0.10% -1K -12.9% $38.86 +13.7%
23 XLY SELECT SECTOR SPDR TR 2,336.0 $255K 0.09% -76.0 -3.1% $108.97 +7.5%
24 PG PROCTER & GAMBLE CO Consumer Defensive 1,721.0 $249K 0.09% -30.0 -1.7% $144.47 +4.1%
25 NEE NEXTERA ENERGY INC Utilities 2,531.0 $235K 0.08% -14.0 -0.6% $92.87 -6.6%
26 JCI JOHNSON CONTROLS INTERNATION Industrials 1,684.0 $221K 0.08% -71.0 -4.0% $130.97 +10.6%
27 RELX RELX PLC Communication Services 6,444.0 $214K 0.08% -333.0 -4.9% $33.15 -5.9%
28 WFC WELLS FARGO & CO Financial Services 2,679.0 $213K 0.08% -76.0 -2.8% $79.62 +3.3%
29 MRSH MARSH & MCLENNAN COS INC Financial Services 1,204.0 $209K 0.07% -116.0 -8.8% $173.42 -6.3%
30 NOTV INOTIV INC Healthcare 10,000.0 $3K 0.00% -149K -93.7% $0.27 -86.8%
Page 2 of 2  ·  30 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 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%