Mission Creek Capital Partners, Inc.

CIK 1801583 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$568.9M
#3.481 dari 9.443 berdasarkan nilai 13F · top 36.9%
Posisi
231
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +13.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
29,43%
Bobot 25 kepemilikan teratas
50,71%
Posisi di atas 1%
29
Jumlah posisi efektif
65,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 5,68% Perkiraan pembelian $61.658.961 · penjualan $30.376.590

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 73,8% masih dipegang

Posisi baru
32
Meningkat
104
Menurun
77
Tertutup
20
Di halaman ini

Rincian sektor

Technology
18,5%
Industrials
10,5%
Retail
5,9%
Communication Services
5,8%
Healthcare
5,0%
Financial Services
3,0%
Materials
2,9%
Financials
2,1%
Energy
1,6%
Communications
1,4%
Utilities
1,2%
Consumer Discretionary
0,8%
Real Estate
0,7%
Consumer Staples
0,3%
Consumer products
0,2%
Logistics & Transportation
0,1%
Telecommunication
0,1%
Lainnya/Tidak terpetakan
39,9%

Portofolio lengkap 231 posisi

Tipe Rentetan Tren 8 kuartal
GLDM $30.412.404 5,35% 382.931 $-5.178.267 Turun ×2
AAPL Apple Inc. - Common Stock $19.296.262 3,39% 84.678 $2.812.479 Naik ×1
BRKB $18.341.327 3,22% 36.654 $1.755.705 Naik ×3
NVDA NVIDIA Corporation - Common Stock $17.055.621 3,00% 85.240 $811.478 Turun ×2
GOOG Alphabet Inc. - Class C Capital Stock $16.620.902 2,92% 47.041 $3.277.326 Naik ×4
MSFT Microsoft Corporation - Common Stock $16.200.800 2,85% 43.431 $2.190.828 Naik ×4
AMZN Amazon.com, Inc. - Common Stock $13.037.143 2,29% 59.428 $1.726.490 Naik ×4
SPY SPY $12.456.965 2,19% 16.681 $1.549.422 Turun ×5
AVGO Broadcom Inc. - Common Stock $12.243.303 2,15% 32.411 $1.866.647 Turun ×6
CAT Caterpillar, Inc. Common Stock $11.749.923 2,07% 11.034 $4.311.929 Naik ×1
SIVR $10.565.907 1,86% 187.939 $-7.671.912 Turun ×2
SCHX $10.263.899 1,80% 406.763 $5.512.552 Naik ×2
VEA $8.962.284 1,58% 125.786 $1.820.634 Naik ×4
JPM JP Morgan Chase & Co. Common Stock $8.186.533 1,44% 46.062 $1.719.250 Naik ×1
IJH $8.179.735 1,44% 106.079 $1.022.854 Naik ×1
MRVL Marvell Technology, Inc. - Common Stock $8.013.845 1,41% 26.902 $5.370.696 Naik ×1
JNJ Johnson & Johnson Common Stock $7.969.435 1,40% 37.974 $1.064.138 Naik ×4
META Meta Platforms, Inc. - Class A Common Stock $7.759.811 1,36% 13.776 $166.074 Naik ×4
V Visa Inc. $7.617.357 1,34% 22.202 $1.202.325 Naik ×3
IVV $7.616.240 1,34% 10.170 $789.807 Turun ×5
QQQ Invesco QQQ Trust, Series 1 $7.613.412 1,34% 10.339 $1.623.466 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $7.337.876 1,29% 20.533 $1.571.250 Naik ×2
ETN Eaton Corporation, PLC Ordinary Shares $7.068.697 1,24% 16.589 $1.681.288 Naik ×4
EFAV $6.964.784 1,22% 79.407 $-273.678 Naik ×1
COST Costco Wholesale Corporation - Common Stock $6.963.729 1,22% 7.444 $292.752 Naik ×4
AMAT Applied Materials, Inc. - Common Stock $6.731.723 1,18% 12.025 $3.668.557 Naik ×4
ANET Arista Networks, Inc. Common Stock $6.680.191 1,17% 39.323 $2.126.526 Naik ×1
VRT Vertiv Holdings, LLC Class A Common Stock $6.545.068 1,15% 19.548 $1.900.565 Naik ×1
DIA $5.901.764 1,04% 11.298 $356.470 Turun ×3
VTI $5.636.187 0,99% 15.231 $934.924 Naik ×4
CVX Chevron Corporation Common Stock $5.548.668 0,98% 52.424 $-979.458 Naik ×3
VO $5.520.806 0,97% 68.522 $1.983.056 Naik ×4
LLY Eli Lilly and Company Common Stock $5.446.885 0,96% 4.541 $2.074.810 Naik ×4
CME CME Group Inc. - Class A Common Stock $5.259.334 0,92% 23.816 $460.848 Naik ×2
VBR $5.221.898 0,92% 21.490 $547.726 Turun ×3
FCX Freeport-McMoRan, Inc. Common Stock $5.219.028 0,92% 82.987 $359.623 Naik ×2
PWR Quanta Services, Inc. Common Stock $4.971.876 0,87% 6.905 $1.503.717 Naik ×1
WM Waste Management, Inc. Common Stock $4.901.573 0,86% 21.992 $16.732 Naik ×4
WMT Walmart Inc. - Common Stock $4.741.113 0,83% 41.860 $293.120 Naik ×3
EWJ $4.694.904 0,83% 50.337 $898.549 Naik ×2
DBMF $4.008.183 0,70% 130.944 $287.113 Naik ×1
FIG Figma, Inc. Class A Common Stock $3.925.892 0,69% 217.020 Naik ×1
LIN Linde plc - Ordinary Shares $3.737.925 0,66% 7.203 $386.587 Naik ×3
ASML ASML Holding N.V. - New York Registry Shares $3.678.475 0,65% 1.849 $1.450.235 Naik ×2
MELI MercadoLibre, Inc. - Common Stock $3.615.536 0,64% 2.130 $1.903.709 Naik ×3
ONTO Onto Innovation Inc. Common Stock $3.587.328 0,63% 9.479 $1.689.405 Naik ×1
ECL Ecolab Inc. Common Stock $3.578.516 0,63% 12.844 $531.291 Naik ×4
CTVA Corteva, Inc. Common Stock $3.508.159 0,62% 41.424 $275.759 Naik ×1
ILF $3.494.693 0,61% 103.546 $142.438 Naik ×1
NEE NextEra Energy, Inc. Common Stock $3.465.621 0,61% 39.485 $121.798 Naik ×1
XLK XLK $3.440.943 0,60% 18.061 $1.016.741 Turun ×1
CEG Constellation Energy Corporation - Common Stock When-Issued $3.422.819 0,60% 13.781 $-24.812 Naik ×1
AMGN Amgen Inc. - Common Stock $3.352.916 0,59% 14.051 $555.034 Naik ×4
JCI Johnson Controls International plc Ordinary Share $3.290.252 0,58% 27.887 $560.563 Naik ×1
VOO $3.263.558 0,57% 4.752 $700.652 Naik ×3
PH Parker-Hannifin Corporation Common Stock $3.207.268 0,56% 3.279 $901.130 Naik ×2
HUBB Hubbell Inc Common Stock $3.118.280 0,55% 5.960 $896.209 Naik ×1
APP Applovin Corporation - Class A Common Stock $3.114.050 0,55% 6.044 Naik ×1
GLD $3.031.031 0,53% 8.228 $-513.268 Turun ×3
VB $2.818.963 0,50% 9.300 $986.455 Naik ×4
APG APi Group Corporation Common Stock $2.651.745 0,47% 62.615 Naik ×1
CMI Cummins Inc. Common Stock $2.599.674 0,46% 3.645 $782.771 Naik ×1
SCHF $2.494.596 0,44% 101.472 $905.830 Naik ×2
FDN $2.433.571 0,43% 9.193 $282.133
PLD Prologis, Inc. Common Stock $2.426.720 0,43% 17.913 $168.294 Naik ×1
NOW ServiceNow, Inc. Common Stock $2.417.468 0,42% 24.350
SHV iShares 0-1 Year Treasury Bond ETF $2.285.524 0,40% 20.712 $-189.959 Turun ×1
QCOM QUALCOMM Incorporated - Common Stock $2.283.450 0,40% 22.166 $814.171 Naik ×1
VUG $2.231.560 0,39% 25.906 $303.553 Naik ×1
TMO Thermo Fisher Scientific Inc Common Stock $2.114.279 0,37% 4.217 $71.931 Naik ×4
PANW Palo Alto Networks, Inc. - Common Stock $2.080.563 0,37% 6.101 $974.996 Turun ×2
ROST Ross Stores, Inc. - Common Stock $2.040.258 0,36% 9.585 $512.953 Naik ×1
CCJ Cameco Corporation Common Stock $1.952.351 0,34% 19.167 $290.075 Naik ×1
OEF $1.914.111 0,34% 5.232 $251.664 Naik ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1.859.949 0,33% 4.677 $-220.499 Naik ×3
IDV $1.859.429 0,33% 44.881 $-48.456 Naik ×1
GE GE Aerospace Common Stock $1.808.856 0,32% 19.006 $634.316 Naik ×2
MAR Marriott International - Class A Common Stock $1.781.808 0,31% 4.808 $-36.348 Turun ×2
CACI CACI International, Inc. Class A Common Stock $1.730.739 0,30% 3.736 $566.857 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $1.719.133 0,30% 15.894 $249.282 Naik ×1
DVY iShares Select Dividend ETF $1.670.199 0,29% 10.686 $54.980 Naik ×1
SCHA $1.565.477 0,28% 56.538 $743.380 Naik ×2
VTV $1.553.788 0,27% 7.130 $113.840 Turun ×1
FDL $1.486.251 0,26% 30.544 $-236.931 Turun ×4
HD Home Depot, Inc. (The) Common Stock $1.484.107 0,26% 18.273 $-131.458 Turun ×2
ADP Automatic Data Processing, Inc. - Common Stock $1.478.742 0,26% 6.603 $258.849 Naik ×1
TMFE $1.414.447 0,25% 47.904 $-41.568 Turun ×1
FGD $1.397.186 0,25% 43.676 $-141.417 Turun ×4
VXUS Vanguard Total International Stock ETF $1.347.604 0,24% 15.763 $127.639 Turun ×1
INTC Intel Corporation - Common Stock $1.315.769 0,23% 11.815 $1.036.489 Naik ×1
MCD McDonald's Corporation Common Stock $1.304.246 0,23% 4.825 $-223.598 Turun ×6
BLK BlackRock, Inc. Common Stock $1.272.144 0,22% 1.323 $-130.029 Turun ×6
RTX RTX Corporation Common Stock $1.151.307 0,20% 8.366 $99.243 Naik ×4
CSCO Cisco Systems, Inc. - Common Stock $1.127.813 0,20% 10.962 $542.887 Naik ×3
UNH UnitedHealth Group Incorporated Common Stock (DE) $1.112.418 0,20% 2.676 $734.549 Naik ×1
VGT $1.082.134 0,19% 9.054 $307.665 Naik ×2
XLY XLY $1.071.030 0,19% 9.132 $71.547 Turun ×1
TUSI $1.061.030 0,19% 42.004 $-61.085 Turun ×2
SYK Stryker Corporation Common Stock $1.047.473 0,18% 3.327 $136.950 Naik ×1
GEV GE Vernova Inc. Common Stock $1.038.464 0,18% 4.294 $368.156 Naik ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
BRKB $18.341.327 3,22% naik ×3
GOOG $16.620.902 2,92% naik ×4
MSFT $16.200.800 2,85% naik ×4
AMZN $13.037.143 2,29% naik ×4
VEA $8.962.284 1,58% naik ×4
JNJ $7.969.435 1,40% naik ×4
META $7.759.811 1,36% naik ×4
V $7.617.357 1,34% naik ×3
ETN $7.068.697 1,24% naik ×4
COST $6.963.729 1,22% naik ×4
AMAT $6.731.723 1,18% naik ×4
VTI $5.636.187 0,99% naik ×4
CVX $5.548.668 0,98% naik ×3
VO $5.520.806 0,97% naik ×4
LLY $5.446.885 0,96% naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
FIG $3.925.892 217.020 0,69%
APP $3.114.050 6.044 0,55%
APG $2.651.745 62.615 0,47%
NOW $2.417.468 24.350 0,42%
CRDO $568.919 2.092 0,10%
APH $564.224 3.200 0,10%
WFC $495.784 5.999 0,09%
IWM $395.092 1.315 0,07%
AXP $384.168 1.136 0,07%
KMB $348.653 10.813 0,06%
AMD $327.052 563 0,06%
VDE $312.421 2.081 0,05%
BK $303.681 2.100 0,05%
Penerbit tidak dikenal (CUSIP: 438516205) $288.068 2.756 0,05%
Penerbit tidak dikenal (CUSIP: 43849R105) $282.982 1.280 0,05%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
SIVR Dipangkas -67K -$7.7M
SCHX Beli lebih banyak +164K +$5.5M
MRVL Beli lebih banyak +217 +$5.4M
GLDM Dipangkas -1K -$5.2M
CAT Beli lebih banyak +535 +$4.3M
AMAT Beli lebih banyak +352 +$3.7M
GOOG Beli lebih banyak +525 +$3.3M
AAPL Beli lebih banyak +2K +$2.8M
MSFT Beli lebih banyak +6K +$2.2M
ANET Beli lebih banyak +2K +$2.1M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
IOT 31 Des. 2025 1.095.722 $40.815.644 7,8%
NU 30 Juni 2025 2.306.308 $23.616.594 5,6%
IOT 31 Maret 2025 369.137 $16.127.596 -0,3%
HOOD 31 Maret 2025 273.007 $10.172.241 155,4%
RPC 31 Des. 2025 854.604 $9.298.092 -10,8%
RBRK 30 Sep. 2025 86.036 $7.707.965 17,2%
SNOW 31 Maret 2025 28.815 $4.449.324 116,1%
XOM 30 Juni 2026 32.867 $4.114.298 21,7%
ADBE 31 Maret 2026 8.060 $2.820.919 12,3%
QXO 30 Juni 2026 138.865 $2.696.758 -20,9%
RDDT 31 Maret 2026 9.573 $2.200.546 13,9%
ESS 31 Maret 2026 7.985 $2.089.564 19,4%
URI 31 Maret 2026 2.421 $1.959.595 51,9%
ICE 30 Juni 2026 12.034 $1.892.720 30,7%
ICE 31 Des. 2025 10.939 $1.843.072 -0,6%
UBER 31 Maret 2026 21.827 $1.783.484 8,7%
NOW 31 Maret 2026 11.250 $1.723.388 24,0%
DE 30 Juni 2026 4.725 $1.614.027 -1,7%
WRBY 30 Juni 2025 87.616 $1.597.240 24,7%
RKLB 31 Des. 2025 32.000 $1.533.120 5,4%
DOCU 31 Maret 2026 22.364 $1.529.698 28,5%
BX 31 Maret 2026 8.738 $1.346.837 24,6%
PGY 31 Des. 2025 43.601 $1.294.514 0,5%
FRSH 31 Des. 2025 99.856 $1.175.305 4,3%
MDLZ 31 Maret 2026 18.573 $999.774 11,2%
REGN 31 Maret 2025 1.402 $998.687 32,1%
TTAN 30 Sep. 2025 9.281 $994.738 -9,5%
CDNS 31 Maret 2026 3.171 $991.191 13,0%
ABNB 31 Maret 2026 6.640 $901.113 46,4%
ZM 31 Maret 2025 9.955 $812.428 43,5%
S 31 Des. 2025 44.548 $784.490 36,5%
MQ 31 Maret 2025 205.369 $778.349 286,7%
RY 31 Maret 2026 3.432 $585.122 28,3%
TBBB 30 Juni 2026 15.477 $547.421 21,2%
CMG 31 Des. 2025 12.853 $503.709 -3,0%
HON 30 Juni 2026 3.689 $501.680 -1,9%
ACN 30 Juni 2026 2.335 $463.007 46,7%
PAYX 31 Maret 2026 4.014 $450.266 32,5%
USB 31 Maret 2025 9.366 $447.967 47,4%
IEX 31 Maret 2025 2.072 $433.567 30,3%
O 31 Maret 2025 7.340 $392.025 8,9%
WINA 30 Juni 2026 911 $389.403 -18,4%
AER 30 Juni 2026 2.763 $379.028 0,7%
DVYE 31 Des. 2025 12.544 $372.420 Tidak lagi dilacak
NKE 30 Juni 2026 6.902 $364.551 -1,2%
IJR 31 Maret 2025 3.139 $361.671 Tidak lagi dilacak
VOT 31 Maret 2025 1.377 $349.528 Tidak lagi dilacak
AXON 30 Juni 2026 822 $349.095 8,6%
EQIX 31 Maret 2025 365 $344.155 34,4%
NNI 30 Juni 2026 2.642 $340.707 -4,5%
PONY 30 Sep. 2025 25.398 $335.254 -64,5%
EPD 31 Maret 2025 10.637 $333.576 12,7%
TPL 30 Juni 2026 702 $333.141 -14,1%
TXN 31 Maret 2025 1.759 $329.887 47,5%
IWR 31 Maret 2025 3.680 $325.312 Tidak lagi dilacak
NDSN 30 Juni 2026 1.220 $324.642 11,1%
VZ 31 Maret 2025 17.086 $323.494 9,0%
CVS 31 Maret 2025 9.995 $322.773 38,1%
ORLY 30 Juni 2026 3.485 $321.700 -3,5%
ADI 31 Maret 2025 1.492 $316.990 86,6%
IGV 31 Maret 2026 2.947 $311.483 Tidak lagi dilacak
VBK 31 Maret 2025 1.112 $311.458 Tidak lagi dilacak
VOE 31 Maret 2025 1.923 $311.093 Tidak lagi dilacak
EMB 31 Maret 2026 3.211 $309.195
GIS 31 Maret 2025 4.825 $307.690 -34,2%
ITA 31 Des. 2025 1.462 $305.845 Tidak lagi dilacak
COP 31 Maret 2025 3.038 $301.280 29,0%
TBLUXXXX 31 Maret 2025 6.414 $300.952 Tidak lagi dilacak
BA 31 Des. 2025 4.118 $296.488 -1,2%
BA 31 Maret 2025 4.396 $292.860 25,8%
TSCO 30 Juni 2026 6.278 $284.392 10,4%
WDAY 31 Maret 2026 1.321 $283.724 50,4%
SPG 31 Maret 2025 1.628 $280.315 32,3%
BFAM 31 Maret 2026 2.760 $279.864 -11,0%
DD 31 Des. 2025 3.546 $276.235 248,6%
CRM 30 Juni 2026 1.466 $273.637 31,2%
AZO 30 Juni 2026 81 $273.600 -7,5%
NGG 31 Des. 2025 3.762 $273.390 4,7%
NVO 31 Maret 2026 5.342 $271.801 27,1%
SBUX 30 Juni 2025 2.710 $265.824 13,1%
IMCB 31 Maret 2025 3.390 $258.168 Tidak lagi dilacak
YUM 31 Maret 2025 1.910 $256.190 -4,5%
RSG 31 Maret 2025 1.175 $236.387 -9,2%
BDX 31 Maret 2025 5.947 $232.779 4,8%
SCHE 31 Maret 2025 8.426 $224.375 Tidak lagi dilacak
SJM 30 Juni 2025 1.891 $223.913 25,0%
EMR 30 Juni 2026 1.695 $222.079 9,0%
BSV 31 Des. 2025 2.793 $220.427 Tidak lagi dilacak
IRM 31 Maret 2025 2.085 $219.193 45,0%
IVE 31 Maret 2025 1.135 $216.731 Tidak lagi dilacak
AWR 31 Maret 2025 2.765 $214.933 13,5%
SLYV 31 Maret 2025 2.442 $213.021 Tidak lagi dilacak
VIS 31 Maret 2025 828 $210.635 Tidak lagi dilacak
OKE 31 Maret 2025 2.094 $210.238 -4,5%
PWV 31 Maret 2025 3.657 $207.999 Tidak lagi dilacak
FVD 31 Des. 2025 4.486 $207.414 Tidak lagi dilacak
IJR 31 Maret 2026 1.721 $206.849 Tidak lagi dilacak
AVB 31 Maret 2025 940 $206.772 Tidak lagi dilacak
SJM 31 Des. 2025 1.891 $205.363 25,5%
VPU 30 Juni 2026 1.026 $203.353 Tidak lagi dilacak
PLTR 31 Maret 2026 1.140 $202.635 18,3%
ACCD 30 Juni 2025 10.000 $69.800 Tidak lagi dilacak
PFE 31 Maret 2025 10.183 $69.796 10,7%