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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
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.10% -18.0 -2.2% $354.08 +4.3%
42 SYK STRYKER CORPORATION Healthcare 899.0 $283K 0.10% -9.0 -1.0% $314.84 +0.8%
43 GEV GE VERNOVA INC Utilities 237.0 $278K 0.09% -2.0 -0.8% $1174.86 -23.5%
44 RTX RTX CORPORATION Industrials 1,393.0 $264K 0.09% -26.0 -1.8% $189.73 +8.1%
45 MRK MERCK & CO INC Healthcare 1,895.0 $244K 0.08% -61.0 -3.1% $128.53 +16.7%
46 JCI JOHNSON CONTROLS INTERNATION Industrials 1,660.0 $243K 0.08% -24.0 -1.4% $146.14 -4.7%
47 LIN LINDE PLC Basic Materials 462.0 $240K 0.08% -7.0 -1.5% $519.14 -6.2%
48 MCD MCDONALDS CORP Consumer Cyclical 824.0 $223K 0.07% -75.0 -8.3% $270.27 -3.4%
49 AZN ASTRAZENECA PLC Healthcare 1,162.0 $220K 0.07% -33.0 -2.8% $189.62 -14.3%
50 WFC WELLS FARGO & CO Financial Services 2,662.0 $220K 0.07% -17.0 -0.6% $82.65 +5.3%
51 NEE NEXTERA ENERGY INC Utilities 2,451.0 $215K 0.07% -80.0 -3.2% $87.76 -5.5%
52 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,357.0 $99K 0.03% -96.0 -0.9% $9.58 +12.1%
Page 3 of 3  ·  52 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 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%