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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 239.0 $209K 0.07% NEW $872.90 +27.1%
82 HNRG HALLADOR ENERGY COMPANY Energy 10,000.0 $163K 0.06% $16.28 +19.5%
83 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,453.0 $83K 0.03% NEW $7.94 +29.7%
84 NOTV INOTIV INC Healthcare 10,000.0 $3K 0.00% -149K -93.7% $0.27 -86.8%
Page 5 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%