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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 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 21,865.0 $1.7M 0.55% NEW $75.51 +9.0%
22 GOOGL ALPHABET INC Communication Services 3,699.0 $1.3M 0.44% +36.0 +1.0% $357.34 -5.7%
23 LLY ELI LILLY & CO Healthcare 1,059.0 $1.3M 0.42% -53.0 -4.8% $1199.84 -2.4%
24 AVGO BROADCOM INC Technology 3,143.0 $1.2M 0.40% -66.0 -2.1% $377.78 -2.5%
25 META META PLATFORMS INC Communication Services 1,974.0 $1.1M 0.37% -52.0 -2.6% $563.29 +5.8%
26 JPM JPMORGAN CHASE & CO Financial Services 3,361.0 $1.1M 0.37% -44.0 -1.3% $327.30 +10.3%
27 TSLA TESLA INC Consumer Cyclical 2,599.0 $1.1M 0.36% -109.0 -4.0% $420.60 -16.5%
28 IUSB ISHARES TR 22,728.0 $1.0M 0.35% +3K +14.7% $46.15 -2.2%
29 SKYY FIRST TR EXCHANGE-TRADED FD 7,246.0 $975K 0.33% -229.0 -3.1% $134.56 +18.6%
30 BERKSHIRE HATHAWAY INC DEL 1,900.0 $951K 0.32% -15.0 -0.8% $500.39
31 NFLX NETFLIX INC. Communication Services 8,231.0 $588K 0.20% -192.0 -2.3% $71.40 +15.8%
32 NVS NOVARTIS AG Healthcare 3,727.0 $584K 0.20% -93.0 -2.4% $156.72 +2.8%
33 CAT CATERPILLAR INC Industrials 541.0 $576K 0.19% -14.0 -2.5% $1065.28 -26.4%
34 ABBV ABBVIE INC Healthcare 2,237.0 $563K 0.19% -94.0 -4.0% $251.61 +2.9%
35 V VISA INC Financial Services 1,625.0 $558K 0.19% +39.0 +2.5% $343.14 +10.5%
36 HSBC HSBC HLDGS PLC Financial Services 5,787.0 $550K 0.18% -66.0 -1.1% $95.09 +10.2%
37 JNJ JOHNSON & JOHNSON Healthcare 2,133.0 $542K 0.18% -118.0 -5.2% $254.01 +8.2%
38 MU MICRON TECHNOLOGY INC Technology 467.0 $539K 0.18% NEW $1154.29 -18.8%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 500.0 $468K 0.16% -28.0 -5.3% $936.18 -0.2%
40 XOM EXXON MOBIL CORP Energy 3,200.0 $438K 0.15% -169.0 -5.0% $136.72 +19.5%
Page 2 of 5  ·  87 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%