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Creekmur Asset Management’s Donaldson DCI Stock Holding History

Creekmur Asset Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$270K Buy
3,895
+959
+33% +$66.5K 0.05% 201
2025
Q1 		$197K Buy
+2,936
New +$197K 0.04% 206