CAM
PCM

Creekmur Asset Management’s PCM Fund PCM Stock Holding History

Creekmur Asset Management’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11.2K Buy
1,668
+161
+11% +$1.03K ﹤0.01% 504
2025
Q2 		$9.54K Buy
1,507
+45
+3% +$281 ﹤0.01% 523
2025
Q1 		$9.44K Buy
1,462
+42
+3% +$279 ﹤0.01% 490
2024
Q4 		$10.9K Buy
1,420
+42
+3% +$337 ﹤0.01% 413
2024
Q3 		$11K Buy
1,378
+42
+3% +$324 ﹤0.01% 432
2024
Q2 		$9.91K Buy
+1,336
New +$11.2K ﹤0.01% 505

Other funds holding PCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Creekmur Asset Management's PCM Position: Q3 2025 in Review

Creekmur Asset Management increased its PCM Fund (PCM) stake by 11% in Q3 2025, buying an estimated $1.03K and bringing the position to 1,668 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Creekmur Asset Management first reported a position in PCM in Q2 2024 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold PCM as of Q3 2025.

  • Creekmur Asset Management held 1,668 shares of PCM Fund worth $11.2K as of Q3 2025.
  • Creekmur Asset Management bought 161 PCM Fund shares in Q3 2025, an estimated $1.03K.
  • PCM Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #504 holding.
  • Creekmur Asset Management first reported a position in PCM Fund in Q2 2024 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held PCM Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.