Bridge Creek Capital Management
WEST BARNSTABLE, MAfiles as Bridge Creek Capital Management LLC
$360m in 116 US stocks at the end of 30 September 2025. The top 10 are 28.4% of the money. It changed about 4.7% of the portfolio this quarter.
Value
$360m
Stocks
116
Top 10 share
28.4%
Turnover
4.7%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Intl Equity Index FVWO0.1% of the fund
- TeslaTSLA<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Vanguard Index FDSVOO<0.1% of the fund
- AmgenAMGN<0.1% of the fund
- Vanguard World FDVHT<0.1% of the fund
Added
Bought more of a stock they already held.
- United Parcel ServiceUPS1.0% of the fund+4%
- GE HealthCare TechnologiesGEHC0.7% of the fund+7%
- MerckMRK0.5% of the fund+3%
- Honeywell InternationalHON0.5% of the fund+2%
- Old Dominion Freight LineODFL0.3% of the fund+75%
- Vanguard Index FDSVTI0.2% of the fund+8%
- Vanguard Intl Equity Index FVEU0.2% of the fund+153%
- Mondelez InternationalMDLZ0.1% of the fund+49%
- Vanguard Tax-Managed FDSVEA0.1% of the fund+9%
- Bristol-Myers SquibbBMY<0.1% of the fund+3%
Cut
Sold some of their stake.
- AppleAAPL4.0% of the fund-4%
- MicrosoftMSFT3.7% of the fund-3%
- JPMorgan ChaseJPM3.4% of the fund-5%
- AlphabetGOOG3.1% of the fund-4%
- CorningGLW2.5% of the fund-2%
- Bank of AmericaBAC2.5% of the fund-5%
- CaterpillarCAT2.3% of the fund-3%
- General ElectricGE2.2% of the fund-3%
- Johnson & JohnsonJNJ1.9% of the fund-2%
- CitigroupC1.6% of the fund-10%
- Truist FinancialTFC1.4% of the fund-4%
- Walt DisneyDIS1.3% of the fund-2%
- State StreetSTT1.3% of the fund-7%
- Meta PlatformsMETA1.2% of the fund-3%
- First HorizonFHN1.0% of the fund-5%
- OracleORCL0.9% of the fund-5%
- AmetekAME0.8% of the fund-2%
- Zimmer Biomet HoldingsZBH0.7% of the fund-9%
- TeleflexTFX0.6% of the fund-3%
- Thermo Fisher ScientificTMO0.6% of the fund-9%
- AlbemarleALB0.5% of the fund-10%
- International Business MachinesIBM0.3% of the fund-2%
- AlphabetGOOGL0.3% of the fund-4%
- Phillips 66PSX0.3% of the fund-2%
- Vodafone GroupVOD0.2% of the fund-13%
Sold out
Sold their entire stake.
- IsharesEMXC-100%
Holdings
- ShellSHEL
- Share
- 1.0%
- Value
- $4m
- Shares
- 52,644
Held
- BHP Billiton LimitedBHP
- Share
- 0.8%
- Value
- $3m
- Shares
- 51,706
Held
- Manulife FinancialMFC
- Share
- 0.8%
- Value
- $3m
- Shares
- 88,210
Held
- Vodafone GroupVOD
- Share
- 0.2%
- Value
- $831,720
- Shares
- 71,700
-13%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $790,890
- Shares
- 2,410
+8%
- Vanguard Intl Equity Index FVEU
- Share
- 0.2%
- Value
- $687,294
- Shares
- 9,630
+153%
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $680,386
- Shares
- 3,153
-4%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $474,986
- Shares
- 7,927
+9%
- Vanguard World FDVPU
- Share
- 0.1%
- Value
- $469,169
- Shares
- 2,477
Held
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $459,884
- Shares
- 766
Held
- Vanguard Star FDSVXUS
- Share
- 0.1%
- Value
- $432,166
- Shares
- 5,883
Held
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $414,380
- Shares
- 555
-2%
- Vanguard Intl Equity Index FVWO
- Share
- 0.1%
- Value
- $406,080
- Shares
- 7,495
New
- Invesco Exchange Traded FD TRSP
- Share
- 0.1%
- Value
- $385,471
- Shares
- 2,032
-5%
- Kellogg
- Share
- <0.1%
- Value
- $352,686
- Shares
- 4,300
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 4.0% | $14m | 56,583 | -4% |
| MicrosoftMSFT | 3.7% | $13m | 25,968 | -3% |
| JPMorgan ChaseJPM | 3.4% | $12m | 39,033 | -5% |
| AlphabetGOOG | 3.1% | $11m | 45,705 | -4% |
| BlackstoneBX | 2.6% | $10m | 55,775 | Held |
| CorningGLW | 2.5% | $9m | 108,219 | -2% |
| Bank of AmericaBAC | 2.5% | $9m | 171,648 | -5% |
| CaterpillarCAT | 2.3% | $8m | 17,159 | -3% |
| General ElectricGE | 2.2% | $8m | 25,761 | -3% |
| Amazon.comAMZN | 2.1% | $8m | 34,927 | Held |
| FastenalFAST | 2.1% | $8m | 154,083 | Held |
| NextEra EnergyNEE | 2.0% | $7m | 95,677 | Held |
| Johnson & JohnsonJNJ | 1.9% | $7m | 36,001 | -2% |
| NvidiaNVDA | 1.8% | $6m | 34,725 | Held |
| WalmartWMT | 1.8% | $6m | 61,185 | Held |
| PNC Financial Services GroupPNC | 1.6% | $6m | 28,594 | Held |
| Coca-ColaKO | 1.6% | $6m | 85,865 | Held |
| CitigroupC | 1.6% | $6m | 55,144 | -10% |
| Southern CompanySO | 1.5% | $6m | 58,356 | Held |
| PepsiCoPEP | 1.5% | $6m | 39,287 | Held |
| Procter & GamblePG | 1.5% | $5m | 34,387 | Held |
| McCormickMKC | 1.4% | $5m | 77,223 | Held |
| STAG IndustrialSTAG | 1.4% | $5m | 143,424 | Held |
| Truist FinancialTFC | 1.4% | $5m | 109,524 | -4% |
| SalesforceCRM | 1.3% | $5m | 20,187 | Held |
| Walt DisneyDIS | 1.3% | $5m | 41,489 | -2% |
| State StreetSTT | 1.3% | $5m | 40,487 | -7% |
| Colgate-PalmoliveCL | 1.3% | $5m | 58,479 | Held |
| Xcel EnergyXEL | 1.3% | $5m | 57,438 | Held |
| CVS HealthCVS | 1.3% | $5m | 60,504 | Held |
| Dominion EnergyD | 1.2% | $4m | 73,137 | Held |
| GE VernovaGEV | 1.2% | $4m | 7,262 | Held |
| Meta PlatformsMETA | 1.2% | $4m | 5,978 | -3% |
| AT&TT | 1.2% | $4m | 153,952 | Held |
| Union PacificUNP | 1.1% | $4m | 17,447 | Held |
| ExxonMobil HoldingsXOM | 1.1% | $4m | 36,538 | Held |
| Lowe's CompaniesLOW | 1.1% | $4m | 15,986 | Held |
| MedtronicMDT | 1.1% | $4m | 41,419 | Held |
| General MillsGIS | 1.1% | $4m | 77,831 | Held |
| ChevronCVX | 1.1% | $4m | 24,725 | Held |
| Home DepotHD | 1.1% | $4m | 9,446 | Held |
| Verizon CommunicationsVZ | 1.1% | $4m | 86,714 | Held |
| ShellSHEL | 1.0% | $4m | 52,644 | Held |
| Air Products & ChemicalsAPD | 1.0% | $4m | 13,725 | Held |
| First HorizonFHN | 1.0% | $4m | 162,032 | -5% |
| AptargroupATR | 1.0% | $4m | 26,402 | Held |
| United Parcel ServiceUPS | 1.0% | $4m | 42,030 | +4% |
| Ormat TechnologiesORA | 1.0% | $3m | 36,003 | Held |
| Norfolk SouthernNSC | 0.9% | $3m | 11,266 | Held |
| Texas InstrumentsTXN | 0.9% | $3m | 18,317 | Held |
| OracleORCL | 0.9% | $3m | 11,461 | -5% |
| American Water Works CompanyAWK | 0.9% | $3m | 23,149 | Held |
| ComcastCMCSA | 0.8% | $3m | 94,936 | Held |
| BHP Billiton LimitedBHP | 0.8% | $3m | 51,706 | Held |
| Manulife FinancialMFC | 0.8% | $3m | 88,210 | Held |
| AmetekAME | 0.8% | $3m | 14,442 | -2% |
| Zimmer Biomet HoldingsZBH | 0.7% | $3m | 27,281 | -9% |
| Costco WholesaleCOST | 0.7% | $3m | 2,868 | Held |
| Henry ScheinHSIC | 0.7% | $3m | 39,050 | Held |
| GE HealthCare TechnologiesGEHC | 0.7% | $3m | 34,053 | +7% |
| Cisco SystemsCSCO | 0.7% | $3m | 36,592 | Held |
| TeleflexTFX | 0.6% | $2m | 18,891 | -3% |
| DanaherDHR | 0.6% | $2m | 11,169 | Held |
| Thermo Fisher ScientificTMO | 0.6% | $2m | 4,511 | -9% |
| MerckMRK | 0.5% | $2m | 22,383 | +3% |
| AlbemarleALB | 0.5% | $2m | 23,004 | -10% |
| Honeywell InternationalHON | 0.5% | $2m | 8,516 | +2% |
| Eli LillyLLY | 0.4% | $2m | 1,970 | Held |
| Analog DevicesADI | 0.4% | $1m | 5,834 | Held |
| CortevaCTVA | 0.4% | $1m | 19,754 | Held |
| International Business MachinesIBM | 0.3% | $1m | 4,267 | -2% |
| AlphabetGOOGL | 0.3% | $1m | 4,561 | -4% |
| Old Dominion Freight LineODFL | 0.3% | $942,523 | 6,695 | +75% |
| Phillips 66PSX | 0.3% | $932,554 | 6,856 | -2% |
| Vodafone GroupVOD | 0.2% | $831,720 | 71,700 | -13% |
| Ford MotorF | 0.2% | $808,867 | 67,631 | -30% |
| HersheyHSY | 0.2% | $798,704 | 4,270 | -2% |
| Vanguard Index FDSVTI | 0.2% | $790,890 | 2,410 | +8% |
| ConocoPhillipsCOP | 0.2% | $771,193 | 8,153 | Held |
| Vanguard Intl Equity Index FVEU | 0.2% | $687,294 | 9,630 | +153% |
| Vanguard Specialized FundsVIG | 0.2% | $680,386 | 3,153 | -4% |
| Wells Fargo & CompanyWFC | 0.2% | $620,268 | 7,400 | Held |
| Berkshire HathawayBRK-B | 0.2% | $600,272 | 1,194 | -6% |
| SLB LimitedSLB | 0.2% | $599,757 | 17,450 | Held |
| Mondelez InternationalMDLZ | 0.1% | $477,771 | 7,648 | +49% |
| Vanguard Tax-Managed FDSVEA | 0.1% | $474,986 | 7,927 | +9% |
| Vanguard World FDVPU | 0.1% | $469,169 | 2,477 | Held |
| Invesco QQQ TRQQQ | 0.1% | $459,884 | 766 | Held |
| Emerson ElectricEMR | 0.1% | $432,239 | 3,295 | Held |
| Vanguard Star FDSVXUS | 0.1% | $432,166 | 5,883 | Held |
| Vanguard World FDVGT | 0.1% | $414,380 | 555 | -2% |
| Abbott LaboratoriesABT | 0.1% | $407,178 | 3,040 | Held |
| Vanguard Intl Equity Index FVWO | 0.1% | $406,080 | 7,495 | New |
| Invesco Exchange Traded FD TRSP | 0.1% | $385,471 | 2,032 | -5% |
| BPBP | 0.1% | $373,030 | 10,825 | Held |
| Kellogg | <0.1% | $352,686 | 4,300 | Held |
| WelltowerWELL | <0.1% | $343,519 | 1,928 | Held |
| BoeingBA | <0.1% | $323,412 | 1,498 | Held |
| Sherwin-WilliamsSHW | <0.1% | $316,828 | 915 | Held |
| BroadcomAVGO | <0.1% | $308,466 | 935 | -3% |
Showing the largest 100 of 116.
Over time and by industry
Value over time
Sep '25
Value is up 5.6% since 30 June 2025.
Where the money is
Technology16.8%
Financial services16.5%
Industrials12.7%
Everyday goods11.3%
Health care9.5%
Media & telecom9.0%
Utilities8.0%
Retail & consumer4.6%
Materials3.0%
Energy3.0%
Real estate1.6%
Other4.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.