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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 3,861.0 $437K 0.15% -155.0 -3.9% $113.27 -6.3%
42 DGX QUEST DIAGNOSTICS INC Healthcare 1,979.0 $419K 0.14% +344.0 +21.0% $211.92 +13.9%
43 LW LAMB WESTON HLDGS INC Consumer Defensive 9,433.0 $407K 0.14% -777.0 -7.6% $43.18 +22.0%
44 ETN EATON CORP PLC Industrials 953.0 $406K 0.14% -26.0 -2.7% $426.07 -7.8%
45 ASML ASML HLDG NV Technology 204.0 $406K 0.14% +7.0 +3.5% $1989.88 -16.2%
46 MS MORGAN STANLEY Financial Services 1,880.0 $393K 0.13% -28.0 -1.5% $209.09 +3.2%
47 DFSI DIMENSIONAL ETF TRUST 8,697.0 $392K 0.13% +805.0 +10.2% $45.10 +3.4%
48 DFSU DIMENSIONAL ETF TRUST 8,314.0 $388K 0.13% +410.0 +5.2% $46.63 +3.2%
49 CVX CHEVRON CORPORATION Energy 2,240.0 $371K 0.12% -119.0 -5.0% $165.76 +27.7%
50 BAC BANK OF AMER CORP Financial Services 6,092.0 $347K 0.12% +36.0 +0.6% $56.98 +11.4%
51 GS GOLDMAN SACHS GROUP INC Financial Services 341.0 $345K 0.12% +5.0 +1.5% $1012.80 +0.6%
52 CAG CONAGRA BRANDS INC Consumer Defensive 24,992.0 $336K 0.11% -2K -8.3% $13.46 +20.8%
53 DHR DANAHER CORP DEL Healthcare 1,766.0 $336K 0.11% -443.0 -20.1% $190.46 +10.7%
54 KLAC KLA CORP Technology 1,100.0 $332K 0.11% NEW $301.78 -43.4%
55 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 14,059.0 $332K 0.11% $23.58 +13.0%
56 AVLV AMERICAN CENTY ETF TR 3,606.0 $329K 0.11% -362.0 -9.1% $91.21 +3.4%
57 HD HOME DEPOT INC Consumer Cyclical 917.0 $323K 0.11% -109.0 -10.6% $352.49 -8.8%
58 PM PHILIP MORRIS INTL INC Consumer Defensive 1,754.0 $317K 0.11% -33.0 -1.9% $180.92 +3.7%
59 DFAC DIMENSIONAL ETF TRUST 7,068.0 $314K 0.10% +68.0 +1.0% $44.36 +2.4%
60 GE GE AEROSPACE Industrials 830.0 $310K 0.10% +37.0 +4.7% $373.76 -11.1%
Page 3 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%