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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MA MASTERCARD INCORPORATED Financial Services 596.0 $306K 0.10% -41.0 -6.4% $513.62 +14.7%
62 SBUX STARBUCKS CORP Consumer Cyclical 2,905.0 $297K 0.10% +24.0 +0.8% $102.17 +5.1%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 1,042.0 $293K 0.10% -24.0 -2.2% $281.16 -18.0%
64 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.10% -18.0 -2.2% $354.08 +2.6%
65 SYK STRYKER CORPORATION Healthcare 899.0 $283K 0.10% -9.0 -1.0% $314.84 +0.5%
66 UNP UNION PAC CORP Industrials 1,037.0 $282K 0.09% +64.0 +6.6% $271.97 +7.0%
67 KO COCA COLA CO Consumer Defensive 3,438.0 $279K 0.09% +137.0 +4.2% $81.27 +9.2%
68 GEV GE VERNOVA INC Utilities 237.0 $278K 0.09% -2.0 -0.8% $1174.86 -22.0%
69 XLY SELECT SECTOR SPDR TR 2,331.0 $273K 0.09% $117.27 -2.1%
70 GRNY TIDAL TRUST I 9,580.0 $265K 0.09% $27.65 -0.8%
71 RTX RTX CORPORATION Industrials 1,393.0 $264K 0.09% -26.0 -1.8% $189.73 +6.2%
72 PG PROCTER & GAMBLE CO Consumer Defensive 1,776.0 $260K 0.09% +55.0 +3.2% $146.60 +0.8%
73 CSCO CISCO SYS INC Technology 2,120.0 $249K 0.08% NEW $117.48 -7.4%
74 INTC INTEL CORP Technology 1,764.0 $246K 0.08% NEW $139.63 -35.4%
75 MRK MERCK & CO INC Healthcare 1,895.0 $244K 0.08% -61.0 -3.1% $128.53 +17.1%
76 JCI JOHNSON CONTROLS INTERNATION Industrials 1,660.0 $243K 0.08% -24.0 -1.4% $146.14 -5.2%
77 LIN LINDE PLC Basic Materials 462.0 $240K 0.08% -7.0 -1.5% $519.14 -5.6%
78 RRC RANGE RES CORP Energy 6,307.0 $235K 0.08% $37.19 +14.9%
79 AMAT APPLIED MATLS INC Technology 314.0 $227K 0.08% NEW $722.14 -39.3%
80 RY ROYAL BK CDA Financial Services 1,091.0 $226K 0.07% NEW $206.97 -0.8%
Page 4 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%