Mission Creek Capital Partners
SAN FRANCISCO, CAfiles as Mission Creek Capital Partners, Inc.
$569m in 231 US stocks at the end of 30 June 2026. The top 10 are 29.4% of the money. It changed about 12.2% of the portfolio this quarter.
Value
$569m
Stocks
231
Top 10 share
29.4%
Turnover
12.2%
What changed this quarter
New
Bought for the first time this quarter.
- FigmaFIG0.7% of the fund
- AppLovinAPP0.5% of the fund
- APi GroupAPG0.5% of the fund
- ServiceNowNOW0.4% of the fund
- Credo Technology Group HoldingCRDO<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- Wells Fargo & CompanyWFC<0.1% of the fund
- Ishares TRIWM<0.1% of the fund
- American ExpressAXP<0.1% of the fund
- Kimberly-ClarkKMB<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Vanguard World FDVDE<0.1% of the fund
- Bank of New York MellonBNY<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- RelianceRS<0.1% of the fund
- Liberty MediaFWONA<0.1% of the fund
- Bristol-Myers SquibbBMY<0.1% of the fund
- Lowe's CompaniesLOW<0.1% of the fund
- Schwab Strategic TRSCHE<0.1% of the fund
- Ishares TRAGG<0.1% of the fund
- Ishares TRIJR<0.1% of the fund
- White Mountains Insurance GroupWTM<0.1% of the fund
- Ishares TRIGV<0.1% of the fund
- Marathon PetroleumMPC<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL3.4% of the fund+2%
- Berkshire HathawayBRK-B3.2% of the fund+6%
- MicrosoftMSFT2.8% of the fund+15%
- CaterpillarCAT2.1% of the fund+5%
- Schwab Strategic TRSCHX1.8% of the fund+67%
- Vanguard Tax-Managed FDSVEA1.6% of the fund+13%
- JPMorgan ChaseJPM1.4% of the fund+7%
- Johnson & JohnsonJNJ1.4% of the fund+9%
- Meta PlatformsMETA1.4% of the fund+4%
- VisaV1.3% of the fund+5%
- AlphabetGOOGL1.3% of the fund+2%
- EatonETN1.2% of the fund+10%
- Costco WholesaleCOST1.2% of the fund+11%
- Applied MaterialsAMAT1.2% of the fund+3%
- Arista NetworksANET1.2% of the fund+6%
- Vertiv HoldingsVRT1.2% of the fund+5%
- Vanguard Index FDSVTI1.0% of the fund+4%
- ChevronCVX1.0% of the fund+4%
- Vanguard Index FDSVO1.0% of the fund+39%
- Eli LillyLLY1.0% of the fund+24%
- CME GroupCME0.9% of the fund+47%
- Quanta ServicesPWR0.9% of the fund+9%
- Waste ManagementWM0.9% of the fund+3%
- WalmartWMT0.8% of the fund+17%
- IsharesEWJ0.8% of the fund+12%
Cut
Sold some of their stake.
- NvidiaNVDA3.0% of the fund-8%
- BroadcomAVGO2.2% of the fund-3%
- Abrdn Silver ETF TrustSIVR1.9% of the fund-26%
- Ishares TRIVV1.3% of the fund-3%
- State STR Spdr DOW Jones INDDIA1.0% of the fund-6%
- Ishares TRSHV0.4% of the fund-8%
- Vanguard Index FDSVUG0.4% of the fund-2%
- Palo Alto NetworksPANW0.4% of the fund-12%
- Marriott InternationalMAR0.3% of the fund-14%
- Vanguard Index FDSVTV0.3% of the fund-3%
- First TR Exchange-Traded FDFDL0.3% of the fund-10%
- Home DepotHD0.3% of the fund-4%
- RBB FDTMFE0.2% of the fund-10%
- First TR Exchange-Traded FDFGD0.2% of the fund-9%
- BlackRockBLK0.2% of the fund-9%
- Touchstone ETF TrustTUSI0.2% of the fund-5%
- Select Sector Spdr TRXLP0.2% of the fund-2%
- Proshares TRNOBL0.2% of the fund-4%
- Spdr Series TrustLGLV0.2% of the fund-5%
- Spdr Series TrustSDY0.2% of the fund-2%
- Schwab Strategic TRSCHZ0.2% of the fund-3%
- SLB LimitedSLB0.2% of the fund-2%
- AbbVieABBV0.2% of the fund-10%
- Select Sector Spdr TRXLF0.1% of the fund-3%
- Ishares TRUSMV0.1% of the fund-9%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- QXOQXO-100%
- Intercontinental ExchangeICE-100%
- DeereDE-100%
- BBB FoodsTBBB-100%
- Honeywell InternationalHON-100%
- AccentureACN-100%
- WinmarkWINA-100%
- AerCap HoldingsAER-100%
- NikeNKE-100%
- Axon EnterpriseAXON-100%
- NelnetNNI-100%
- Texas Pacific LandTPL-100%
- NordsonNDSN-100%
- O'Reilly AutomotiveORLY-100%
- Tractor SupplyTSCO-100%
- SalesforceCRM-100%
- AutozoneAZO-100%
- Emerson ElectricEMR-100%
- Vanguard World FDVPU-100%
Holdings
- World Gold TRGLDM
- Share
- 5.3%
- Value
- $30m
- Shares
- 382,931
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.2%
- Value
- $12m
- Shares
- 16,681
Held
- Abrdn Silver ETF TrustSIVR
- Share
- 1.9%
- Value
- $11m
- Shares
- 187,939
-26%
- Schwab Strategic TRSCHX
- Share
- 1.8%
- Value
- $10m
- Shares
- 406,763
+67%
- Vanguard Tax-Managed FDSVEA
- Share
- 1.6%
- Value
- $9m
- Shares
- 125,786
+13%
- Ishares TRIJH
- Share
- 1.4%
- Value
- $8m
- Shares
- 106,079
Held
- Ishares TRIVV
- Share
- 1.3%
- Value
- $8m
- Shares
- 10,170
-3%
- Invesco QQQ TRQQQ
- Share
- 1.3%
- Value
- $8m
- Shares
- 10,339
Held
- Ishares TREFAV
- Share
- 1.2%
- Value
- $7m
- Shares
- 79,407
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 1.0%
- Value
- $6m
- Shares
- 11,298
-6%
- Vanguard Index FDSVTI
- Share
- 1.0%
- Value
- $6m
- Shares
- 15,231
+4%
- Vanguard Index FDSVO
- Share
- 1.0%
- Value
- $6m
- Shares
- 68,522
+39%
- Vanguard Index FDSVBR
- Share
- 0.9%
- Value
- $5m
- Shares
- 21,490
Held
- IsharesEWJ
- Share
- 0.8%
- Value
- $5m
- Shares
- 50,337
+12%
- Litman Gregory FDS TRDBMF
- Share
- 0.7%
- Value
- $4m
- Shares
- 130,944
+6%
- Ishares TRILF
- Share
- 0.6%
- Value
- $3m
- Shares
- 103,546
+10%
- Select Sector Spdr TRXLK
- Share
- 0.6%
- Value
- $3m
- Shares
- 18,061
Held
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $3m
- Shares
- 4,752
+11%
- Spdr Gold TRGLD
- Share
- 0.5%
- Value
- $3m
- Shares
- 8,228
Held
- Vanguard Index FDSVB
- Share
- 0.5%
- Value
- $3m
- Shares
- 9,300
+33%
- Schwab Strategic TRSCHF
- Share
- 0.4%
- Value
- $2m
- Shares
- 101,472
+34%
- First TR Exchange-Traded FDFDN
- Share
- 0.4%
- Value
- $2m
- Shares
- 9,193
Held
- Ishares TRSHV
- Share
- 0.4%
- Value
- $2m
- Shares
- 20,712
-8%
- Vanguard Index FDSVUG
- Share
- 0.4%
- Value
- $2m
- Shares
- 25,906
-2%
- CamecoCCJ
- Share
- 0.3%
- Value
- $2m
- Shares
- 19,167
+25%
- Ishares TROEF
- Share
- 0.3%
- Value
- $2m
- Shares
- 5,232
Held
- Ishares TRIDV
- Share
- 0.3%
- Value
- $2m
- Shares
- 44,881
Held
- Ishares TRDVY
- Share
- 0.3%
- Value
- $2m
- Shares
- 10,686
Held
- Schwab Strategic TRSCHA
- Share
- 0.3%
- Value
- $2m
- Shares
- 56,538
+37%
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $2m
- Shares
- 7,130
-3%
- First TR Exchange-Traded FDFDL
- Share
- 0.3%
- Value
- $1m
- Shares
- 30,544
-10%
- RBB FDTMFE
- Share
- 0.2%
- Value
- $1m
- Shares
- 47,904
-10%
- First TR Exchange-Traded FDFGD
- Share
- 0.2%
- Value
- $1m
- Shares
- 43,676
-9%
- Vanguard Star FDSVXUS
- Share
- 0.2%
- Value
- $1m
- Shares
- 15,763
Held
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,054
Held
- Select Sector Spdr TRXLY
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,132
Held
- Touchstone ETF TrustTUSI
- Share
- 0.2%
- Value
- $1m
- Shares
- 42,004
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| World Gold TRGLDM | 5.3% | $30m | 382,931 | Held |
| AppleAAPL | 3.4% | $19m | 84,678 | +2% |
| Berkshire HathawayBRK-B | 3.2% | $18m | 36,654 | +6% |
| NvidiaNVDA | 3.0% | $17m | 85,240 | -8% |
| AlphabetGOOG | 2.9% | $17m | 47,041 | Held |
| MicrosoftMSFT | 2.8% | $16m | 43,431 | +15% |
| Amazon.comAMZN | 2.3% | $13m | 59,428 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.2% | $12m | 16,681 | Held |
| BroadcomAVGO | 2.2% | $12m | 32,411 | -3% |
| CaterpillarCAT | 2.1% | $12m | 11,034 | +5% |
| Abrdn Silver ETF TrustSIVR | 1.9% | $11m | 187,939 | -26% |
| Schwab Strategic TRSCHX | 1.8% | $10m | 406,763 | +67% |
| Vanguard Tax-Managed FDSVEA | 1.6% | $9m | 125,786 | +13% |
| JPMorgan ChaseJPM | 1.4% | $8m | 46,062 | +7% |
| Ishares TRIJH | 1.4% | $8m | 106,079 | Held |
| Marvell TechnologyMRVL | 1.4% | $8m | 26,902 | Held |
| Johnson & JohnsonJNJ | 1.4% | $8m | 37,974 | +9% |
| Meta PlatformsMETA | 1.4% | $8m | 13,776 | +4% |
| VisaV | 1.3% | $8m | 22,202 | +5% |
| Ishares TRIVV | 1.3% | $8m | 10,170 | -3% |
| Invesco QQQ TRQQQ | 1.3% | $8m | 10,339 | Held |
| AlphabetGOOGL | 1.3% | $7m | 20,533 | +2% |
| EatonETN | 1.2% | $7m | 16,589 | +10% |
| Ishares TREFAV | 1.2% | $7m | 79,407 | Held |
| Costco WholesaleCOST | 1.2% | $7m | 7,444 | +11% |
| Applied MaterialsAMAT | 1.2% | $7m | 12,025 | +3% |
| Arista NetworksANET | 1.2% | $7m | 39,323 | +6% |
| Vertiv HoldingsVRT | 1.2% | $7m | 19,548 | +5% |
| State STR Spdr DOW Jones INDDIA | 1.0% | $6m | 11,298 | -6% |
| Vanguard Index FDSVTI | 1.0% | $6m | 15,231 | +4% |
| ChevronCVX | 1.0% | $6m | 52,424 | +4% |
| Vanguard Index FDSVO | 1.0% | $6m | 68,522 | +39% |
| Eli LillyLLY | 1.0% | $5m | 4,541 | +24% |
| CME GroupCME | 0.9% | $5m | 23,816 | +47% |
| Vanguard Index FDSVBR | 0.9% | $5m | 21,490 | Held |
| Freeport-McMoRanFCX | 0.9% | $5m | 82,987 | Held |
| Quanta ServicesPWR | 0.9% | $5m | 6,905 | +9% |
| Waste ManagementWM | 0.9% | $5m | 21,992 | +3% |
| WalmartWMT | 0.8% | $5m | 41,860 | +17% |
| IsharesEWJ | 0.8% | $5m | 50,337 | +12% |
| Litman Gregory FDS TRDBMF | 0.7% | $4m | 130,944 | +6% |
| FigmaFIG | 0.7% | $4m | 217,020 | New |
| LindeLIN | 0.7% | $4m | 7,203 | +7% |
| ASML Holding NVASML | 0.6% | $4m | 1,849 | +10% |
| MercadoLibreMELI | 0.6% | $4m | 2,130 | +115% |
| Onto InnovationONTO | 0.6% | $4m | 9,479 | +2% |
| EcolabECL | 0.6% | $4m | 12,844 | +12% |
| CortevaCTVA | 0.6% | $4m | 41,424 | +7% |
| Ishares TRILF | 0.6% | $3m | 103,546 | +10% |
| NextEra EnergyNEE | 0.6% | $3m | 39,485 | +10% |
| Select Sector Spdr TRXLK | 0.6% | $3m | 18,061 | Held |
| Constellation EnergyCEG | 0.6% | $3m | 13,781 | +12% |
| AmgenAMGN | 0.6% | $3m | 14,051 | +10% |
| Johnson Controls InternationalJCI | 0.6% | $3m | 27,887 | +6% |
| Vanguard Index FDSVOO | 0.6% | $3m | 4,752 | +11% |
| Parker-HannifinPH | 0.6% | $3m | 3,279 | +27% |
| HubbellHUBB | 0.5% | $3m | 5,960 | +32% |
| AppLovinAPP | 0.5% | $3m | 6,044 | New |
| Spdr Gold TRGLD | 0.5% | $3m | 8,228 | Held |
| Vanguard Index FDSVB | 0.5% | $3m | 9,300 | +33% |
| APi GroupAPG | 0.5% | $3m | 62,615 | New |
| CumminsCMI | 0.5% | $3m | 3,645 | +8% |
| Schwab Strategic TRSCHF | 0.4% | $2m | 101,472 | +34% |
| First TR Exchange-Traded FDFDN | 0.4% | $2m | 9,193 | Held |
| PrologisPLD | 0.4% | $2m | 17,913 | +5% |
| ServiceNowNOW | 0.4% | $2m | 24,350 | New |
| Ishares TRSHV | 0.4% | $2m | 20,712 | -8% |
| QualcommQCOM | 0.4% | $2m | 22,166 | +5% |
| Vanguard Index FDSVUG | 0.4% | $2m | 25,906 | -2% |
| Thermo Fisher ScientificTMO | 0.4% | $2m | 4,217 | Held |
| Palo Alto NetworksPANW | 0.4% | $2m | 6,101 | -12% |
| Ross StoresROST | 0.4% | $2m | 9,585 | +36% |
| CamecoCCJ | 0.3% | $2m | 19,167 | +25% |
| Ishares TROEF | 0.3% | $2m | 5,232 | Held |
| Intuitive SurgicalISRG | 0.3% | $2m | 4,677 | +4% |
| Ishares TRIDV | 0.3% | $2m | 44,881 | Held |
| General ElectricGE | 0.3% | $2m | 19,006 | +4% |
| Marriott InternationalMAR | 0.3% | $2m | 4,808 | -14% |
| Caci InternationalCACI | 0.3% | $2m | 3,736 | +75% |
| TJX CompaniesTJX | 0.3% | $2m | 15,894 | +16% |
| Ishares TRDVY | 0.3% | $2m | 10,686 | Held |
| Schwab Strategic TRSCHA | 0.3% | $2m | 56,538 | +37% |
| Vanguard Index FDSVTV | 0.3% | $2m | 7,130 | -3% |
| First TR Exchange-Traded FDFDL | 0.3% | $1m | 30,544 | -10% |
| Home DepotHD | 0.3% | $1m | 18,273 | -4% |
| Automatic Data ProcessingADP | 0.3% | $1m | 6,603 | +10% |
| RBB FDTMFE | 0.2% | $1m | 47,904 | -10% |
| First TR Exchange-Traded FDFGD | 0.2% | $1m | 43,676 | -9% |
| Vanguard Star FDSVXUS | 0.2% | $1m | 15,763 | Held |
| IntelINTC | 0.2% | $1m | 11,815 | +36% |
| McDonald'sMCD | 0.2% | $1m | 4,825 | Held |
| BlackRockBLK | 0.2% | $1m | 1,323 | -9% |
| RTXRTX | 0.2% | $1m | 8,366 | +8% |
| Cisco SystemsCSCO | 0.2% | $1m | 10,962 | +23% |
| UnitedHealth GroupUNH | 0.2% | $1m | 2,676 | +92% |
| Vanguard World FDVGT | 0.2% | $1m | 9,054 | Held |
| Select Sector Spdr TRXLY | 0.2% | $1m | 9,132 | Held |
| Touchstone ETF TrustTUSI | 0.2% | $1m | 42,004 | -5% |
| StrykerSYK | 0.2% | $1m | 3,327 | +20% |
| GE VernovaGEV | 0.2% | $1m | 4,294 | +3% |
Showing the largest 100 of 231.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.4% since 30 June 2025.
Where the money is
Technology19.5%
Industrials11.2%
Financial services8.3%
Media & telecom6.4%
Health care5.0%
Retail & consumer4.1%
Materials3.2%
Everyday goods2.5%
Energy1.2%
Utilities1.2%
Real estate0.7%
Other36.6%
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.