Bridge Creek Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Bridge Creek Capital Management LLC reported 105 stock positions worth $317.1 million. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by JPMorgan Chase (JPM, 3.3%) and Microsoft (MSFT, 3.2%). Compared with Q4 2024, it opened 3 new positions, sold out of 8, added to 41 and reduced 50. The biggest buy was CVS Health (CVS, shares +4%) and the biggest sale Blackstone (BX, shares −2%).
- Most Recent 13F
- Q3 2025
- Location
- WEST BARNSTABLE, MA
- CIK
- 0001670903
- Portfolio Value
- $317.1M (Q1 2025)
- SEC Filing
- 0001670903-25-000003 ↗ filed Apr 10, 2025
Holdings Value
Holdings 105 stocks · $317.1M
| AAPL Apple Inc. | 4.07% | 58,158 | $12.9M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 3.28% | 42,377 | $10.4M | Reduce -6.4% |
| MSFT Microsoft Corp. | 3.21% | 27,120 | $10.2M | Add +1.4% |
| BX Blackstone Inc. | 2.46% | 55,878 | $7.8M | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.41% | 182,840 | $7.6M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 2.34% | 47,541 | $7.4M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 2.12% | 94,939 | $6.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.09% | 34,784 | $6.6M | Reduce -0.9% |
| MKC McCormick & Co.-Non VTG SHRS | 1.97% | 76,051 | $6.3M | Reduce -1.0% |
| KO The Coca-Cola Co. | 1.94% | 85,764 | $6.1M | Reduce -0.4% |
| FAST Fastenal Co. | 1.93% | 78,887 | $6.1M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.90% | 36,277 | $6.0M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 1.82% | 33,813 | $5.8M | Reduce -0.2% |
| CAT Caterpillar Inc. | 1.81% | 17,436 | $5.8M | Add +0.4% |
| PEP Pepsico Inc. | 1.78% | 37,694 | $5.7M | Add +0.5% |
| WMT Walmart Inc. | 1.72% | 62,241 | $5.5M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 1.71% | 27,085 | $5.4M | Reduce -1.7% |
| SO The Southern Co. | 1.70% | 58,558 | $5.4M | Reduce -0.6% |
| CL Colgate-Palmolive Co. | 1.69% | 57,365 | $5.4M | Reduce -0.4% |
| CRM Salesforce Inc. | 1.67% | 19,788 | $5.3M | Reduce -1.5% |
| STAG Stag Industrial Inc. | 1.63% | 143,145 | $5.2M | Add +0.5% |
| PNC PNC Financial Services Group | 1.60% | 28,888 | $5.1M | Reduce -1.4% |
| GLW Corning Inc. | 1.58% | 109,419 | $5.0M | Reduce -6.1% |
| TFC Truist Financial Corp. | 1.47% | 113,591 | $4.7M | Reduce -2.9% |
| T AT&T Inc. | 1.40% | 156,438 | $4.4M | Reduce -0.9% |
| C Citigroup Inc. | 1.38% | 61,497 | $4.4M | Reduce -6.5% |
| GIS General Mills Inc. | 1.37% | 72,751 | $4.3M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.33% | 35,463 | $4.2M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.30% | 41,762 | $4.1M | Add +0.3% |
| D Dominion Energy Inc. | 1.29% | 73,230 | $4.1M | Reduce -0.3% |
| XEL Xcel Energy Inc. | 1.29% | 57,972 | $4.1M | Reduce -0.2% |
| UPS United Parcel Service Class B | 1.28% | 37,045 | $4.1M | Add +5.0% |
| CVS CVS Health Corp. | 1.28% | 59,965 | $4.1M | Add +3.8% |
| UNP Union Pacific Corp. | 1.28% | 17,179 | $4.1M | Add +0.2% |
| APD Air Products & Chemicals Inc. | 1.26% | 13,527 | $4.0M | Add +0.1% |
| CVX Chevron Corp. | 1.26% | 23,804 | $4.0M | Add +0.3% |
| STT State Street Corp. | 1.25% | 44,229 | $4.0M | Reduce -4.9% |
| VZ Verizon Communications Inc. | 1.23% | 85,897 | $3.9M | Add +0.8% |
| ATR Aptargroup Inc. | 1.22% | 26,058 | $3.9M | Add +1.7% |
| SHEL Shell PLC-ADR | 1.22% | 52,749 | $3.9M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.18% | 16,036 | $3.7M | Reduce -0.0% |
| MDT Medtronic PLC | 1.17% | 41,302 | $3.7M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.14% | 6,297 | $3.6M | Reduce -3.5% |
| CMCSA Comcast Corp. Class A | 1.08% | 92,564 | $3.4M | Add +3.8% |
| AWK American Water Works Co. Inc. | 1.07% | 23,094 | $3.4M | Add +1.4% |
| HD Home Depot Inc. | 1.07% | 9,295 | $3.4M | Reduce -0.0% |
| FHN First Horizon Corp. | 1.04% | 169,541 | $3.3M | Reduce -5.9% |
| TXN Texas Instruments Inc. | 1.01% | 17,869 | $3.2M | Add +0.2% |
| ZBH Zimmer Biomet Holdings Inc. | 0.96% | 26,836 | $3.0M | Add +0.8% |
| NVDA Nvidia Corp. | 0.94% | 27,448 | $3.0M | Reduce -0.2% |
| MFC Manulife Financial Corp. | 0.88% | 89,585 | $2.8M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.86% | 2,896 | $2.7M | Reduce -2.0% |
| HSIC Henry Schein Inc. | 0.84% | 39,058 | $2.7M | Add +0.8% |
| ORA Ormat Technologies Inc. | 0.82% | 36,576 | $2.6M | Add +0.1% |
| NSC Norfolk Southern Corp. | 0.81% | 10,831 | $2.6M | Add +3.9% |
| BHP BHP Group Ltd.-Spon ADR | 0.79% | 51,671 | $2.5M | Add +4.8% |
| TFX Teleflex Inc. | 0.79% | 18,095 | $2.5M | Add +8.2% |
| AME Ametek Inc. | 0.79% | 14,480 | $2.5M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.73% | 37,317 | $2.3M | Reduce -2.6% |
| DHR Danaher Corp. | 0.71% | 10,940 | $2.2M | Add +2.1% |
| GEV GE Vernova Inc. | 0.70% | 7,300 | $2.2M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 4,099 | $2.0M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.59% | 21,003 | $1.9M | Add +3.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.56% | 177,180 | $1.8M | Reduce -15.9% |
| ORCL Oracle Corp. | 0.55% | 12,406 | $1.7M | Add +0.3% |
| GEHC GE Healthcare Technology | 0.51% | 20,133 | $1.6M | Add +71.7% |
| LLY Eli Lilly & Co. | 0.51% | 1,961 | $1.6M | Reduce -1.9% |
| ALB Albemarle Corp. | 0.51% | 22,429 | $1.6M | Add +0.5% |
| HON Honeywell International Inc. | 0.51% | 7,605 | $1.6M | Add +3.0% |
| CTVA Corteva Inc. | 0.40% | 19,924 | $1.3M | Reduce -0.8% |
| ADI Analog Devices Inc. | 0.38% | 5,975 | $1.2M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 4,402 | $1.1M | Reduce -1.3% |
| VOD Vodafone Group PLC-SP ADR | 0.28% | 95,608 | $896K | Reduce -6.7% |
| PSX Phillips 66 | 0.27% | 7,026 | $868K | Reduce -4.1% |
| COP Conocophillips | 0.27% | 8,233 | $865K | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.23% | 4,731 | $732K | Reduce -5.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 17,450 | $729K | No change |
| HSY The Hershey Co. | 0.22% | 4,020 | $688K | Add +15.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,274 | $679K | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,294 | $630K | Add +3.7% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,188 | $618K | Add +23.4% |
| WFC Wells Fargo & Co. | 0.17% | 7,400 | $531K | No change |
| VPU Vanguard Utilities ETF | 0.13% | 2,497 | $427K | Reduce -10.0% |
| ABT Abbott Laboratories | 0.13% | 3,040 | $403K | Reduce -0.8% |
| BP BP PLC-Spons ADR | 0.12% | 10,825 | $366K | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 0.12% | 5,883 | $365K | No change |
| EMR Emerson Electric Co. | 0.11% | 3,295 | $361K | No change |
| BMY Bristol-Myers Squibb Co. | 0.11% | 5,851 | $357K | Add +3.1% |
| K Kellanova | 0.11% | 4,300 | $355K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 2,026 | $351K | Add +22.1% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 6,790 | $345K | Add +31.7% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 5,043 | $342K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 703 | $330K | Add +16.6% |
| SHW The Sherwin-Williams Co. | 0.10% | 915 | $320K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 5,646 | $311K | Add +8.3% |
| WELL Welltower Inc. | 0.09% | 1,953 | $299K | No change |
| CLX Clorox Company | 0.09% | 2,015 | $297K | No change |
| VGT Vanguard Info Tech ETF | 0.09% | 537 | $291K | Reduce -6.8% |
| DUK Duke Energy Corp. | 0.09% | 2,307 | $281K | No change |
| AMT American Tower Corp. | 0.08% | 1,223 | $266K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BX Blackstone Inc. | Reduce -2.1% | 2.46% | −0.56 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 2.34% | −0.54 |
| AAPL Apple Inc. | Reduce -2.3% | 4.07% | −0.51 |
| CRM Salesforce Inc. | Reduce -1.5% | 1.67% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 2.09% | −0.28 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.94% | −0.20 |
| STT State Street Corp. | Reduce -4.9% | 1.25% | −0.15 |
| PNC PNC Financial Services Group | Reduce -1.4% | 1.60% | −0.14 |
| BAC Bank of America Corp. | Reduce -2.6% | 2.41% | −0.13 |
| GLW Corning Inc. | Reduce -6.1% | 1.58% | −0.12 |
| TFC Truist Financial Corp. | Reduce -2.9% | 1.47% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| F Ford Motor Co. | Reduce -15.9% | 0.56% | −0.08 |
| INTC Intel Corp. | Sold out | 0.00% | −0.08 |
| FHN First Horizon Corp. | Reduce -5.9% | 1.04% | −0.08 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.07 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.07 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.07 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.06 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.06 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -5.4% | 0.23% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -6.4% | 3.28% | −0.06 |
| GIS General Mills Inc. | Reduce -0.1% | 1.37% | −0.06 |
| C Citigroup Inc. | Reduce -6.5% | 1.38% | −0.05 |
| HD Home Depot Inc. | Reduce -0.0% | 1.07% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.0% | 1.18% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -3.5% | 1.14% | −0.03 |
| ADI Analog Devices Inc. | Reduce -3.0% | 0.38% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -6.8% | 0.09% | −0.02 |
| BA The Boeing Co. | Reduce -9.0% | 0.08% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -10.0% | 0.13% | −0.00 |
| VDE Vanguard Energy ETF | Reduce -7.8% | 0.08% | +0.00 |
| MFC Manulife Financial Corp. | Reduce -2.4% | 0.88% | +0.01 |
| VOD Vodafone Group PLC-SP ADR | Reduce -6.7% | 0.28% | +0.01 |
| BP BP PLC-Spons ADR | Reduce -0.9% | 0.12% | +0.02 |
| PSX Phillips 66 | Reduce -4.1% | 0.27% | +0.02 |
| COP Conocophillips | Reduce -0.6% | 0.27% | +0.02 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.13% | +0.02 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 2.12% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.6% | 0.73% | +0.03 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.86% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.21% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.51% | +0.04 |
| IBM Intl Business Machines Corp. | Reduce -1.3% | 0.35% | +0.04 |
| CTVA Corteva Inc. | Reduce -0.8% | 0.40% | +0.04 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 1.82% | +0.07 |
| D Dominion Energy Inc. | Reduce -0.3% | 1.29% | +0.08 |
| CL Colgate-Palmolive Co. | Reduce -0.4% | 1.69% | +0.08 |
| XEL Xcel Energy Inc. | Reduce -0.2% | 1.29% | +0.09 |
Portfolio Buys Q4 2024 → Q1 2025
| CVS CVS Health Corp. | Add +3.8% | 1.28% | +0.48 |
| GEHC GE Healthcare Technology | Add +71.7% | 0.51% | +0.23 |
| AWK American Water Works Co. Inc. | Add +1.4% | 1.07% | +0.20 |
| CVX Chevron Corp. | Add +0.3% | 1.26% | +0.20 |
| VZ Verizon Communications Inc. | Add +0.8% | 1.23% | +0.18 |
| MDT Medtronic PLC | Add +1.1% | 1.17% | +0.17 |
| XOM Exxon Mobil Corp. | Add +0.6% | 1.33% | +0.16 |
| STAG Stag Industrial Inc. | Add +0.5% | 1.63% | +0.15 |
| MDLZ Mondelez International Inc. Class A | New | 0.11% | +0.11 |
| ZBH Zimmer Biomet Holdings Inc. | Add +0.8% | 0.96% | +0.09 |
| UNP Union Pacific Corp. | Add +0.2% | 1.28% | +0.08 |
| EVX Vaneck Environmental Service | New | 0.07% | +0.07 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| NSC Norfolk Southern Corp. | Add +3.9% | 0.81% | +0.06 |
| ORA Ormat Technologies Inc. | Add +0.1% | 0.82% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +0.1% | 1.26% | +0.05 |
| BHP BHP Group Ltd.-Spon ADR | Add +4.8% | 0.79% | +0.05 |
| CMCSA Comcast Corp. Class A | Add +3.8% | 1.08% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +23.4% | 0.20% | +0.04 |
| HSY The Hershey Co. | Add +15.2% | 0.22% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +31.7% | 0.11% | +0.03 |
| PEP Pepsico Inc. | Add +0.5% | 1.78% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +22.1% | 0.11% | +0.02 |
| HSIC Henry Schein Inc. | Add +0.8% | 0.84% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +3.1% | 0.11% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.3% | 0.10% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.6% | 0.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.7% | 0.20% | +0.00 |
| WMT Walmart Inc. | Add +0.3% | 1.72% | −0.00 |
| HON Honeywell International Inc. | Add +3.0% | 0.51% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.8% | 0.64% | −0.01 |
| TXN Texas Instruments Inc. | Add +0.2% | 1.01% | −0.02 |
| AME Ametek Inc. | Add +0.0% | 0.79% | −0.02 |
| ATR Aptargroup Inc. | Add +1.7% | 1.22% | −0.02 |
| MRK Merck & Co. Inc. | Add +3.8% | 0.59% | −0.02 |
| GEV GE Vernova Inc. | Add +1.1% | 0.70% | −0.03 |
| DHR Danaher Corp. | Add +2.1% | 0.71% | −0.05 |
| ALB Albemarle Corp. | Add +0.5% | 0.51% | −0.08 |
| UPS United Parcel Service Class B | Add +5.0% | 1.28% | −0.08 |
| ORCL Oracle Corp. | Add +0.3% | 0.55% | −0.09 |
| CAT Caterpillar Inc. | Add +0.4% | 1.81% | −0.12 |
| DIS The Walt Disney Co. | Add +0.3% | 1.30% | −0.13 |
| TFX Teleflex Inc. | Add +8.2% | 0.79% | −0.13 |
| MSFT Microsoft Corp. | Add +1.4% | 3.21% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 116 | $359.6M | AAPL, MSFT, JPM, GOOG, BX |
| Q2 2025 | 111 | $340.4M | MSFT, AAPL, JPM, BAC, BX |
| Q1 2025 | 105 | $317.1M | AAPL, JPM, MSFT, BX, BAC |
| Q4 2024 | 110 | $325.1M | AAPL, MSFT, JPM, BX, GOOG |
| Q3 2024 | 103 | $331.8M | AAPL, MSFT, JPM, BX, GOOG |
| Q2 2024 | 102 | $310.5M | AAPL, MSFT, JPM, GOOG, BAC |
| Q1 2024 | 98 | $312.2M | MSFT, AAPL, JPM, GOOG, BX |