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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAG CONAGRA BRANDS INC Consumer Defensive 27,257.0 $428K 0.15% +166.0 +0.6% $15.72 -16.0%
42 DHR DANAHER CORP DEL Healthcare 2,209.0 $419K 0.15% +23.0 +1.1% $189.59 -6.6%
43 CAT CATERPILLAR INC Industrials 555.0 $393K 0.14% -14.0 -2.5% $708.71 +39.1%
44 ETN EATON CORP PLC Industrials 979.0 $350K 0.12% -28.0 -2.8% $357.65 +17.9%
45 HD HOME DEPOT INC Consumer Cyclical 1,026.0 $338K 0.12% -38.0 -3.6% $329.01 +1.6%
46 DFSI DIMENSIONAL ETF TRUST 7,892.0 $335K 0.12% +1K +20.4% $42.40 +8.3%
47 DFSU DIMENSIONAL ETF TRUST 7,904.0 $325K 0.12% +2K +34.0% $41.09 +13.1%
48 DGX QUEST DIAGNOSTICS INC Healthcare 1,635.0 $320K 0.11% NEW $195.98 -0.5%
49 AVLV AMERICAN CENTY ETF TR 3,968.0 $320K 0.11% -924.0 -18.9% $80.61 +12.8%
50 MA MASTERCARD INCORPORATED Financial Services 637.0 $318K 0.11% -27.0 -4.1% $499.68 -2.0%
51 MS MORGAN STANLEY Financial Services 1,908.0 $314K 0.11% $164.61 +35.6%
52 SYK STRYKER CORPORATION Healthcare 908.0 $298K 0.11% +12.0 +1.3% $328.59 -6.3%
53 PM PHILIP MORRIS INTL INC Consumer Defensive 1,787.0 $295K 0.10% +18.0 +1.0% $165.35 +7.9%
54 BAC BANK AMERICA CORP Financial Services 6,056.0 $295K 0.10% +86.0 +1.4% $48.75 +15.3%
55 GS GOLDMAN SACHS GROUP INC Financial Services 336.0 $285K 0.10% -20.0 -5.6% $847.20 +29.4%
56 RRC RANGE RES CORP Energy 6,295.0 $284K 0.10% NEW $45.18 -19.5%
57 GD GENERAL DYNAMICS CORP Industrials 819.0 $281K 0.10% +6.0 +0.7% $343.08 +2.0%
58 MCD MCDONALDS CORP Consumer Cyclical 899.0 $279K 0.10% +13.0 +1.5% $310.72 -10.3%
59 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 14,026.0 $277K 0.10% +154.0 +1.1% $19.75 +27.7%
60 RTX RTX CORPORATION Industrials 1,419.0 $274K 0.10% +89.0 +6.7% $192.90 -3.8%
Page 3 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%