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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 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 3,663.0 $1.1M 0.38% +288.0 +8.5% $287.52 +28.0%
22 LLY ELI LILLY & CO Healthcare 1,112.0 $1.0M 0.36% -42.0 -3.6% $920.08 +19.4%
23 AMD ADVANCED MICRO DEVICES INC Technology 5,009.0 $1.0M 0.36% $203.43 +164.2%
24 TSLA TESLA INC Consumer Cyclical 2,708.0 $1.0M 0.36% +365.0 +15.6% $371.75 +7.7%
25 JPM JPMORGAN CHASE & CO Financial Services 3,405.0 $1.0M 0.36% +19.0 +0.6% $294.12 +10.6%
26 AVGO BROADCOM INC Technology 3,209.0 $993K 0.35% -31.0 -1.0% $309.50 +32.9%
27 BERKSHIRE HATHAWAY INC DEL 1,915.0 $918K 0.33% $479.20
28 IUSB ISHARES TR 19,818.0 $915K 0.33% $46.19 -0.2%
29 SKYY FIRST TR EXCHANGE-TRADED FD 7,475.0 $817K 0.29% -651.0 -8.0% $109.36 +20.6%
30 NFLX NETFLIX INC. Communication Services 8,423.0 $810K 0.29% -98.0 -1.1% $96.15 -19.5%
31 NVS NOVARTIS AG Healthcare 3,820.0 $584K 0.21% +93.0 +2.5% $152.75 -3.7%
32 XOM EXXON MOBIL CORP Energy 3,369.0 $572K 0.20% +234.0 +7.5% $169.67 -18.8%
33 JNJ JOHNSON & JOHNSON Healthcare 2,251.0 $550K 0.20% +201.0 +9.8% $244.47 -6.6%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 528.0 $526K 0.19% +26.0 +5.2% $997.15 -4.6%
35 ABBV ABBVIE INC Healthcare 2,331.0 $507K 0.18% -20.0 -0.8% $217.52 -0.5%
36 WMT WALMART INC Consumer Defensive 4,016.0 $499K 0.18% -125.0 -3.0% $124.29 -5.7%
37 CVX CHEVRON CORPORATION Energy 2,359.0 $488K 0.17% +127.0 +5.7% $206.94 -16.1%
38 HSBC HSBC HLDGS PLC Financial Services 5,853.0 $483K 0.17% +91.0 +1.6% $82.49 +15.1%
39 V VISA INC Financial Services 1,586.0 $479K 0.17% +12.0 +0.8% $302.29 +8.3%
40 LW LAMB WESTON HLDGS INC Consumer Defensive 10,210.0 $431K 0.15% $42.26 +6.6%
Page 2 of 5  ·  84 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%