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Latest Creekmur Asset Management LLC Stock Portfolio

$1,326Thousand | No. of Holdings #5

About Creekmur Asset Management LLC and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Creekmur Asset Management LLC reported an equity portfolio of $1.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Creekmur Asset Management LLC are VB, IJR, VEA. The fund has invested 42.9% of it's portfolio in VANGUARD S&P 500 ETF and 18.9% of portfolio in ISHARES CORE S&P SMALL-CAP ETF. <br><br> Creekmur Asset Management LLC opened new stock positions in VANGUARD S&P 500 ETF (VB), ISHARES CORE S&P SMALL-CAP ETF (IJR) and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA).
Creekmur Asset Management LLC Equity Portfolio Value
Last Reported on: 08 May, 2026
$1,326Thousand
  as of May 08, 2026

Creekmur Asset Management LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
vanguard s&p 500 etf569,526
ishares core s&p small-cap etf250,050
vanguard ftse developed markets etf225,786
state street spdr portfolio emerging markets etf157,939
global x 1-3 month t-bill etf122,961
New stocks bought by Creekmur Asset Management LLC

Additions

No additions were made to existing positions by Creekmur Asset Management LLC

Reductions

None of the existing positions were reduced by Creekmur Asset Management LLC

Sold off

None of the stocks were completely sold off by Creekmur Asset Management LLC

Sector Distribution

  • Others
Sector%
Others100

Market Cap. Distribution

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

  • Others
Index%
Others100
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Creekmur Asset Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Creekmur Asset Management LLC

$1.33MTotal Value
5.00Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of Creekmur Asset Management LLC, last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BITS
Global X 1-3 Month T-Bill Etf

Global X 1-3 Month T-Bill Etf

BITS
Creekmur Asset Management LLC's holding in Global X 1-3 Month T-Bill Etf over time
9.27%1,225
$123.0K
9.27%
new position
CWI
State Street Spdr Portfolio Emerging Markets Etf

State Street Spdr Portfolio Emerging Markets Etf

CWI
Creekmur Asset Management LLC's holding in State Street Spdr Portfolio Emerging Markets Etf over time
11.91%3,367
$157.9K
11.91%
new position
IJR
Ishares Core S&P Small-Cap Etf

Ishares Core S&P Small-Cap Etf

IJR
Creekmur Asset Management LLC's holding in Ishares Core S&P Small-Cap Etf over time
18.85%2,012
$250.1K
18.85%
new position
VB
Vanguard S&P 500 Etf

Vanguard S&P 500 Etf

VB
Creekmur Asset Management LLC's holding in Vanguard S&P 500 Etf over time
42.94%953
$569.5K
42.94%
new position
VEA
Vanguard Ftse Developed Markets Etf

Vanguard Ftse Developed Markets Etf

VEA
Creekmur Asset Management LLC's holding in Vanguard Ftse Developed Markets Etf over time
17.02%3,524
$225.8K
17.02%
new position