Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

⏳

Showing Q3 2025 data

Creekmur Asset Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Creekmur Asset Management LLC

•CIK: 2013091•Filing: Q3 2025

**Creekmur Asset Management LLC** manages $603M across a diversified portfolio of 799 positions. The fund exhibits significant concentration in technology and growth sectors, evidenced by top holdings including BUFR ($44.9M), BUFD ($44.0M), and BUFQ ($43.7M). Notable allocations also include NDQ ($41.6M) and IVV ($40.8M), suggesting a tactical focus on market indices and high-beta names. This structure indicates a conviction-driven, large-cap growth mandate.

Total AUM

$603.2M

QoQ Performance

+6.6%

Positions

585

Top 10 Concentration

56.0%

Latest Filing

Q3 2025

Top Holdings Allocation

BUFR

BUFD

BUFQ

NDQ

IVV

NVDA

BUFR7.4%

BUFD7.3%

BUFQ7.2%

NDQ6.9%

IVV6.8%

NVDA5.5%

SCHD3.5%

CGUI3.4%

📈 Biggest Buys

FIRST TR EXCHNG TRADED FD VI

+6.9%

7.3% of portfolio

FIRST TR EXCHNG TRADED FD VI

+5.9%

7.4% of portfolio

FIRST TR EXCHNG TRADED FD VI

+5.7%

7.2% of portfolio

CATERPILLAR INC

+19.7%

2.2% of portfolio

BLOOM ENERGY CORP

NEW

0.3% of portfolio

📉 Biggest Sells

LEIDOS HOLDINGS INC

-30.6%

0.6% of portfolio

COSTCO WHSL CORP NEW

-48.3%

0.2% of portfolio

WHEATON PRECIOUS METALS CORP

-21.7%

0.6% of portfolio

JPMORGAN CHASE & CO.

-30.9%

0.2% of portfolio

MERCADOLIBRE INC

-40.1%

0.1% of portfolio

Sector Breakdown

Other72.6%

Technology10.1%

ETF7.2%

Consumer3.7%

Industrial2.7%

Financial1.3%

Healthcare1.3%

Energy0.5%

🚪 Exited Positionssold since Q2 2025

INTUITIVE SURGICAL INC

SOLD

$1.3M

SPOTIFY TECHNOLOGY S A

SOLD

$653.8K

EPAM SYS INC

SOLD

$636.6K

KIMBERLY-CLARK CORP

SOLD

$496.2K

SPDR SERIES TRUST

SOLD

$472.6K

+613 more exited positions

Changes from Q2 2025

NEW2 new positions

↑57 increased

↓130 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

FIRST TR EXCHNG TRADED FD VI

FIRST TR EXCHNG TRADED FD VI

FIRST TR EXCHNG TRADED FD VI

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.