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CAM
Creekmur Asset Management Portfolio holdings
AUM
$1.33M
This Fund
S&P 500
This Quarter
Est. Return
-0.89%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33M
AUM Growth
–
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
103.38%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$596K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$256K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$233K |
| 4 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$164K |
| 5 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$123K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
No holdings matched the selected filter criteria.
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Creekmur Asset Management's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for Creekmur Asset Management, which disclosed 5 positions worth $1.33M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 953 shares worth $570K.
- Creekmur Asset Management's largest Q1 2026 buy was Vanguard S&P 500 ETF: 953 shares worth $570K.
- Creekmur Asset Management's ten largest holdings make up 100% of its $1.33M portfolio in Q1 2026.
- Creekmur Asset Management disclosed 5 positions in Q1 2026, its first 13F filing on record.
Based on Creekmur Asset Management's 13F filing for Q1 2026, filed 8 May 2026.