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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAC DIMENSIONAL ETF TRUST 7,000.0 $272K 0.10% -1K -12.9% $38.86 +13.7%
62 ASML ASML HLDG NV Technology 197.0 $260K 0.09% NEW $1321.13 +46.1%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 1,066.0 $258K 0.09% +20.0 +1.9% $242.34 +2.8%
64 SBUX STARBUCKS CORP Consumer Cyclical 2,881.0 $258K 0.09% +109.0 +3.9% $89.58 +12.4%
65 XLY SELECT SECTOR SPDR TR 2,336.0 $255K 0.09% -76.0 -3.1% $108.97 +7.5%
66 KO COCA COLA CO Consumer Defensive 3,301.0 $251K 0.09% +305.0 +10.2% $76.05 +4.4%
67 PG PROCTER & GAMBLE CO Consumer Defensive 1,721.0 $249K 0.09% -30.0 -1.7% $144.47 +4.1%
68 SU SUNCOR ENERGY INC NEW Energy 3,726.0 $246K 0.09% NEW $66.11 -16.3%
69 UNP UNION PAC CORP Industrials 973.0 $236K 0.08% +16.0 +1.7% $242.60 +5.9%
70 AZN ASTRAZENECA PLC Healthcare 1,195.0 $236K 0.08% NEW $197.22 -11.3%
71 MRK MERCK & CO INC Healthcare 1,956.0 $235K 0.08% NEW $120.31 -5.4%
72 NEE NEXTERA ENERGY INC Utilities 2,531.0 $235K 0.08% -14.0 -0.6% $92.87 -6.6%
73 LIN LINDE PLC Basic Materials 469.0 $233K 0.08% NEW $495.97 +3.3%
74 GRNY TIDAL TRUST I 9,580.0 $229K 0.08% $23.87 +15.2%
75 GE GE AEROSPACE Industrials 793.0 $225K 0.08% +25.0 +3.3% $283.79 +26.0%
76 JCI JOHNSON CONTROLS INTERNATION Industrials 1,684.0 $221K 0.08% -71.0 -4.0% $130.97 +10.6%
77 TMUS T-MOBILE US INC Communication Services 1,047.0 $220K 0.08% NEW $210.03 -13.5%
78 RELX RELX PLC Communication Services 6,444.0 $214K 0.08% -333.0 -4.9% $33.15 -5.9%
79 WFC WELLS FARGO & CO Financial Services 2,679.0 $213K 0.08% -76.0 -2.8% $79.62 +3.3%
80 MRSH MARSH & MCLENNAN COS INC Financial Services 1,204.0 $209K 0.07% -116.0 -8.8% $173.42 -6.3%
Page 4 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%