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Mission Creek Capital Partners, Inc.

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $568,928,078

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. WORLD GOLD TR · SPDR GLD MINIS · 98149E303 · shares: $30,412,404
  2. APPLE INC · COM · 037833100 · shares: $19,296,262
  3. BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $18,341,327
  4. NVIDIA CORPORATION · COM · 67066G104 · shares: $17,055,621
  5. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $16,620,902
  6. MICROSOFT CORP · COM · 594918104 · shares: $16,200,800
  7. AMAZON COM INC · COM · 023135106 · shares: $13,037,143
  8. STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $12,456,965
  9. BROADCOM INC · COM · 11135F101 · shares: $12,243,303
  10. CATERPILLAR INC · COM · 149123101 · shares: $11,749,923

Reported holdings

231 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
WISDOMTREE TRJAPN HEDGE EQT97717W851 — 1,420 shares $246,398
VANGUARD BD INDEX FDSINTERMED TERM921937819 — 3,205 shares $245,790
BRISTOL-MYERS SQUIBB COCOM110122108 — 4,250 shares $244,885
CONOCOPHILLIPSCOM20825C104 — 2,351 shares $244,410
LOWES COS INCCOM548661107 — 1,108 shares $244,405
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706 — 6,596 shares $239,171
ISHARES TRRUS MID CAP ETF464287499 — 2,167 shares $239,035
ISHARES TRCORE US AGGBD ET464287226 — 2,379 shares $235,430
ISHARES TR1 3 YR TREAS BD464287457 — 2,838 shares $233,026
VERIZON COMMUNICATIONS INCCOM92343V104 — 14,414 shares $228,803
HP INCCOM40434L105 — 25,025 shares $228,687
ISHARES TRCORE S&P SCP ETF464287804 — 1,538 shares $228,077
WHITE MTNS INS GROUP LTDCOMG9618E107 — 110 shares $228,073
ARCHER DANIELS MIDLAND COCOM039483102 — 11,641 shares $226,380
ISHARES TREXPANDED TECH464287515 — 2,467 shares $223,523
MARATHON PETE CORPCOM56585A102 — 5,749 shares $219,926
SMUCKER J M COCOM NEW832696405 — 1,951 shares $219,488
QNITY ELECTRONICS INCCOMMON STOCK74743L100 — 1,328 shares $216,876
MARSH & MCLENNAN COS INCCOM571748102 — 1,300 shares $216,671
SIMON PPTY GROUP INC NEWCOM828806109 — 959 shares $214,583
WP CAREY INCCOM92936U109 — 3,000 shares $214,500
FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY33738D101 — 4,856 shares $211,238
ALLSTATE CORPCOM020002101 — 870 shares $207,008
NOVO-NORDISK A SADR670100205 — 4,300 shares $206,142
HEXCEL CORP NEWCOM428291108 — 2,050 shares $205,123
TEXAS INSTRS INCCOM882508104 — 687 shares $204,774
TEMPUS AI INCCL A88023B103 — 3,530 shares $204,493
AFLAC INCCOM001055102 — 10,352 shares $189,958
AT&T INCCOM00206R102 — 12,460 shares $178,669
MCKESSON CORPCOM58155Q103 — 10,281 shares $137,808
VIATRIS INCCOM92556V106 — 12,550 shares $134,298