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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 824.0 $223K 0.07% -75.0 -8.3% $270.27 -3.4%
82 AZN ASTRAZENECA PLC Healthcare 1,162.0 $220K 0.07% -33.0 -2.8% $189.62 -14.3%
83 WFC WELLS FARGO & CO Financial Services 2,662.0 $220K 0.07% -17.0 -0.6% $82.65 +5.3%
84 NEE NEXTERA ENERGY INC Utilities 2,451.0 $215K 0.07% -80.0 -3.2% $87.76 -5.5%
85 UNH UNITEDHEALTH GROUP INC Healthcare 517.0 $215K 0.07% NEW $415.63 -4.7%
86 HNRG HALLADOR ENERGY COMPANY Energy 10,000.0 $174K 0.06% $17.39 -5.9%
87 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,357.0 $99K 0.03% -96.0 -0.9% $9.58 +12.1%
Page 5 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%