Mission Creek Capital Partners, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Mission Creek Capital Partners, Inc. reported 231 stock positions worth $568.9 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 5.3% of the portfolio, followed by Apple (AAPL, 3.4%) and Berkshire Hathaway Class B (BRK.B, 3.2%). Compared with Q1 2026, it opened 30 new positions, sold out of 19, added to 101 and reduced 82. The biggest buy was Marvell Technology (MRVL, shares +1%) and the biggest sale Abrdn Physical Silver Shares (SIVR, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801583
- Portfolio Value
- $568.9M (Q2 2026)
- SEC Filing
- 0001214659-26-010397 ↗ filed Aug 14, 2026
Holdings Value
Holdings 231 stocks · $568.9M
| GLDM SPDR Gold Minishares Trust | 5.35% | 382,931 | $30.4M | Reduce -0.3% |
| AAPL Apple Inc. | 3.39% | 84,678 | $19.3M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.22% | 36,654 | $18.3M | Add +5.9% |
| NVDA Nvidia Corp. | 3.00% | 85,240 | $17.1M | Reduce -8.5% |
| GOOG Alphabet Inc. Class C | 2.92% | 47,041 | $16.6M | Add +1.1% |
| MSFT Microsoft Corp. | 2.85% | 43,431 | $16.2M | Add +14.8% |
| AMZN Amazon.com Inc. | 2.29% | 59,428 | $13.0M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.19% | 16,681 | $12.5M | Reduce -0.5% |
| AVGO Broadcom Inc. | 2.15% | 32,411 | $12.2M | Reduce -3.3% |
| CAT Caterpillar Inc. | 2.07% | 11,034 | $11.7M | Add +5.1% |
| SIVR Abrdn Physical Silver Shares | 1.86% | 187,939 | $10.6M | Reduce -26.2% |
| SCHX Schwab US Large-Cap ETF | 1.80% | 406,763 | $10.3M | Add +67.4% |
| VEA Vanguard Ftse Developed ETF | 1.58% | 125,786 | $9.0M | Add +12.9% |
| JPM JPMorgan Chase & Co. | 1.44% | 46,062 | $8.2M | Add +7.0% |
| IJH iShares Core S&P Midcap ETF | 1.44% | 106,079 | $8.2M | Add +0.1% |
| MRVL Marvell Technology Inc. | 1.41% | 26,902 | $8.0M | Add +0.8% |
| JNJ Johnson & Johnson | 1.40% | 37,974 | $8.0M | Add +9.0% |
| META Meta Platforms Inc. Class A | 1.36% | 13,776 | $7.8M | Add +3.8% |
| V Visa Inc. Class A | 1.34% | 22,202 | $7.6M | Add +4.6% |
| IVV iShares Core S&P 500 ETF | 1.34% | 10,170 | $7.6M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 10,339 | $7.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 1.29% | 20,533 | $7.3M | Add +2.4% |
| ETN Eaton Corp. PLC | 1.24% | 16,589 | $7.1M | Add +10.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.22% | 79,407 | $7.0M | Add +0.2% |
| COST Costco Wholesale Corp. | 1.22% | 7,444 | $7.0M | Add +11.2% |
| AMAT Applied Materials Inc. | 1.18% | 12,025 | $6.7M | Add +3.0% |
| ANET Arista Networks Inc. | 1.17% | 39,323 | $6.7M | Add +6.0% |
| VRT Vertiv Holdings Co. Class A | 1.15% | 19,548 | $6.5M | Add +5.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.04% | 11,298 | $5.9M | Reduce -5.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 15,231 | $5.6M | Add +3.9% |
| CVX Chevron Corp. | 0.98% | 52,424 | $5.5M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 68,522 | $5.5M | Add +39.1% |
| LLY Eli Lilly & Co. | 0.96% | 4,541 | $5.4M | Add +23.9% |
| CME Cme Group Inc. | 0.92% | 23,816 | $5.3M | Add +46.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.92% | 21,490 | $5.2M | Reduce -0.1% |
| FCX Freeport-McMoran Inc. | 0.92% | 82,987 | $5.2M | Add +0.4% |
| PWR Quanta Services Inc. | 0.87% | 6,905 | $5.0M | Add +9.3% |
| WM Waste Management Inc. | 0.86% | 21,992 | $4.9M | Add +3.5% |
| WMT Walmart Inc. | 0.83% | 41,860 | $4.7M | Add +17.0% |
| EWJ iShares MSCI Japan ETF | 0.83% | 50,337 | $4.7M | Add +12.0% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.70% | 130,944 | $4.0M | Add +6.1% |
| FIG Figma Inc. Class A | 0.69% | 217,020 | $3.9M | New |
| LIN Linde PLC | 0.66% | 7,203 | $3.7M | Add +6.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.65% | 1,849 | $3.7M | Add +9.6% |
| MELI MercadoLibre Inc. | 0.64% | 2,130 | $3.6M | Add +115.2% |
| ONTO Onto Innovation Inc. | 0.63% | 9,479 | $3.6M | Add +2.4% |
| ECL Ecolab Inc. | 0.63% | 12,844 | $3.6M | Add +12.1% |
| CTVA Corteva Inc. | 0.62% | 41,424 | $3.5M | Add +7.3% |
| ILF iShares Latin America 40 ETF | 0.61% | 103,546 | $3.5M | Add +9.7% |
| NEE Nextera Energy Inc. | 0.61% | 39,485 | $3.5M | Add +9.7% |
| XLK SS Technology Select Sector | 0.60% | 18,061 | $3.4M | Reduce -1.0% |
| CEG Constellation Energy | 0.60% | 13,781 | $3.4M | Add +11.6% |
| AMGN Amgen Inc. | 0.59% | 14,051 | $3.4M | Add +10.3% |
| JCI Johnson Controls Internation | 0.58% | 27,887 | $3.3M | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.57% | 4,752 | $3.3M | Add +10.8% |
| PH Parker Hannifin Corp. | 0.56% | 3,279 | $3.2M | Add +27.3% |
| HUBB Hubbell Inc. | 0.55% | 5,960 | $3.1M | Add +31.6% |
| APP AppLovin Corp. Class A | 0.55% | 6,044 | $3.1M | New |
| GLD SPDR Gold Shares | 0.53% | 8,228 | $3.0M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.50% | 9,300 | $2.8M | Add +32.9% |
| APG Api Group Corp. | 0.47% | 62,615 | $2.7M | New |
| CMI Cummins Inc. | 0.46% | 3,645 | $2.6M | Add +7.9% |
| SCHF Schwab Intl Equity ETF | 0.44% | 101,472 | $2.5M | Add +34.3% |
| FDN First Trust DJ Internet Ind | 0.43% | 9,193 | $2.4M | No change |
| PLD Prologis Inc. | 0.43% | 17,913 | $2.4M | Add +4.8% |
| NOW ServiceNow Inc. | 0.42% | 24,350 | $2.4M | New |
| SHV iShares 0-1 Year Treasury Bo | 0.40% | 20,712 | $2.3M | Reduce -7.6% |
| QCOM Qualcomm Inc. | 0.40% | 22,166 | $2.3M | Add +4.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 25,906 | $2.2M | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 4,217 | $2.1M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.37% | 6,101 | $2.1M | Reduce -11.5% |
| ROST Ross Stores Inc. | 0.36% | 9,585 | $2.0M | Add +36.0% |
| CCJ Cameco Corp. | 0.34% | 19,167 | $2.0M | Add +25.2% |
| OEF iShares S&P 100 ETF | 0.34% | 5,232 | $1.9M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.33% | 4,677 | $1.9M | Add +3.6% |
| IDV iShares International Select | 0.33% | 44,881 | $1.9M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 19,006 | $1.8M | Add +3.9% |
| MAR Marriott International Class A | 0.31% | 4,808 | $1.8M | Reduce -13.5% |
| CACI Caci International Inc. Class A | 0.30% | 3,736 | $1.7M | Add +74.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 15,894 | $1.7M | Add +15.6% |
| DVY iShares Select Dividend ETF | 0.29% | 10,686 | $1.7M | Add +0.2% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 56,538 | $1.6M | Add +36.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 7,130 | $1.6M | Reduce -2.9% |
| FDL First Trust Morn DVD Lead Inc. | 0.26% | 30,544 | $1.5M | Reduce -10.0% |
| HD Home Depot Inc. | 0.26% | 18,273 | $1.5M | Reduce -3.7% |
| ADP Automatic Data Processing | 0.26% | 6,603 | $1.5M | Add +10.0% |
| TMFE Motley Fool Capital Efficie | 0.25% | 47,904 | $1.4M | Reduce -10.4% |
| FGD First Trust DJ GL Sel DVD | 0.25% | 43,676 | $1.4M | Reduce -9.4% |
| VXUS Vanguard Total Intl Stock | 0.24% | 15,763 | $1.3M | Reduce -0.4% |
| INTC Intel Corp. | 0.23% | 11,815 | $1.3M | Add +36.1% |
| MCD McDonald's Corp. | 0.23% | 4,825 | $1.3M | Reduce -1.9% |
| BLK BlackRock Inc. | 0.22% | 1,323 | $1.3M | Reduce -9.3% |
| RTX RTX Corp. | 0.20% | 8,366 | $1.2M | Add +7.9% |
| CSCO Cisco Systems Inc. | 0.20% | 10,962 | $1.1M | Add +23.3% |
| UNH Unitedhealth Group Inc. | 0.20% | 2,676 | $1.1M | Add +91.7% |
| VGT Vanguard Info Tech ETF | 0.19% | 9,054 | $1.1M | Add +2.0% |
| XLY SS Consumer Disc Select Sect | 0.19% | 9,132 | $1.1M | Reduce -0.4% |
| TUSI Touchstone Ultra Short Incom | 0.19% | 42,004 | $1.1M | Reduce -5.2% |
| SYK Stryker Corp. | 0.18% | 3,327 | $1.0M | Add +20.1% |
| GEV GE Vernova Inc. | 0.18% | 4,294 | $1.0M | Add +2.8% |
Portfolio Sells Q1 2026 → Q2 2026
| SIVR Abrdn Physical Silver Shares | Reduce -26.2% | 1.86% | −1.78 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.3% | 5.35% | −1.75 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.82 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.54 |
| AFL Aflac Inc. | Reduce -65.3% | 0.03% | −0.43 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.38 |
| UNP Union Pacific Corp. | Reduce -81.8% | 0.07% | −0.34 |
| DE Deere & Co. | Sold out | 0.00% | −0.32 |
| ABT Abbott Laboratories | Reduce -44.1% | 0.07% | −0.29 |
| NVDA Nvidia Corp. | Reduce -8.5% | 3.00% | −0.24 |
| INTU Intuit Inc. | Reduce -61.2% | 0.06% | −0.21 |
| GLD SPDR Gold Shares | Reduce -0.1% | 0.53% | −0.17 |
| TBBB BBB Foods Inc. Class A | Sold out | 0.00% | −0.11 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.6% | 0.40% | −0.09 |
| ABBV Abbvie Inc. | Reduce -10.1% | 0.16% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -47.7% | 0.07% | −0.08 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -10.0% | 0.26% | −0.08 |
| NFLX Netflix Inc. | Reduce -15.9% | 0.10% | −0.08 |
| WINA Winmark Corp. | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.23% | −0.08 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| BWXT BWX Technologies Inc. | Reduce -46.1% | 0.06% | −0.07 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.6% | 1.04% | −0.07 |
| NNI Nelnet Inc. Class A | Sold out | 0.00% | −0.07 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.07 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.06 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.06 |
| FGD First Trust DJ GL Sel DVD | Reduce -9.4% | 0.25% | −0.06 |
| HD Home Depot Inc. | Reduce -3.7% | 0.26% | −0.06 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.06 |
| BLK BlackRock Inc. | Reduce -9.3% | 0.22% | −0.06 |
| IAU iShares Gold Trust | Reduce -0.5% | 0.17% | −0.06 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| STE Steris PLC | Reduce -26.9% | 0.08% | −0.05 |
| MAR Marriott International Class A | Reduce -13.5% | 0.31% | −0.05 |
| SLB SLB Ltd. | Reduce -2.4% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.12% | −0.05 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.04 |
| TMFE Motley Fool Capital Efficie | Reduce -10.4% | 0.25% | −0.04 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -18.8% | 0.10% | −0.04 |
| GPC Genuine Parts Co. | Reduce -22.4% | 0.13% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -39.5% | 0.06% | −0.04 |
| TUSI Touchstone Ultra Short Incom | Reduce -5.2% | 0.19% | −0.04 |
| HONA Honeywell Aerospace Inc. | Reduce -30.6% | 0.05% | −0.03 |
| LGLV SPDR US LC Low Vol Idx | Reduce -4.9% | 0.17% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| MRVL Marvell Technology Inc. | Add +0.8% | 1.41% | +0.88 |
| SCHX Schwab US Large-Cap ETF | Add +67.4% | 1.80% | +0.86 |
| FIG Figma Inc. Class A | New | 0.69% | +0.69 |
| CAT Caterpillar Inc. | Add +5.1% | 2.07% | +0.58 |
| AMAT Applied Materials Inc. | Add +3.0% | 1.18% | +0.57 |
| APP AppLovin Corp. Class A | New | 0.55% | +0.55 |
| APG Api Group Corp. | New | 0.47% | +0.47 |
| NOW ServiceNow Inc. | New | 0.42% | +0.42 |
| MELI MercadoLibre Inc. | Add +115.2% | 0.64% | +0.29 |
| LLY Eli Lilly & Co. | Add +23.9% | 0.96% | +0.28 |
| ANET Arista Networks Inc. | Add +6.0% | 1.17% | +0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +39.1% | 0.97% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 2.92% | +0.26 |
| ONTO Onto Innovation Inc. | Add +2.4% | 0.63% | +0.25 |
| VRT Vertiv Holdings Co. Class A | Add +5.5% | 1.15% | +0.22 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.6% | 0.65% | +0.20 |
| PWR Quanta Services Inc. | Add +9.3% | 0.87% | +0.18 |
| INTC Intel Corp. | Add +36.1% | 0.23% | +0.18 |
| ETN Eaton Corp. PLC | Add +10.1% | 1.24% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +12.9% | 1.58% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +7.0% | 1.44% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 1.29% | +0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +32.9% | 0.50% | +0.13 |
| SCHF Schwab Intl Equity ETF | Add +34.3% | 0.44% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +91.7% | 0.20% | +0.12 |
| SCHA Schwab US Small-Cap ETF | Add +36.6% | 0.28% | +0.11 |
| QCOM Qualcomm Inc. | Add +4.6% | 0.40% | +0.11 |
| HUBB Hubbell Inc. | Add +31.6% | 0.55% | +0.10 |
| PH Parker Hannifin Corp. | Add +27.3% | 0.56% | +0.10 |
| AAPL Apple Inc. | Add +2.1% | 3.39% | +0.10 |
| CRDO Credo Technology Group Holdi | New | 0.10% | +0.10 |
| APH Amphenol Corp. Class A | New | 0.10% | +0.10 |
| CMI Cummins Inc. | Add +7.9% | 0.46% | +0.09 |
| WFC Wells Fargo & Co. | New | 0.09% | +0.09 |
| GE General Electric | Add +3.9% | 0.32% | +0.08 |
| CSCO Cisco Systems Inc. | Add +23.3% | 0.20% | +0.08 |
| CACI Caci International Inc. Class A | Add +74.6% | 0.30% | +0.07 |
| IWM iShares Russell 2000 ETF | New | 0.07% | +0.07 |
| EWJ iShares MSCI Japan ETF | Add +12.0% | 0.83% | +0.07 |
| AXP American Express Co. | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +10.8% | 0.57% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +149.9% | 0.11% | +0.06 |
| KMB Kimberly-Clark Corp. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +4.6% | 1.34% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| VDE Vanguard Energy ETF | New | 0.05% | +0.05 |
| ROST Ross Stores Inc. | Add +36.0% | 0.36% | +0.05 |
| BNY Bank of New York Mellon Corp. | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.9% | 0.99% | +0.05 |
| MSFT Microsoft Corp. | Add +14.8% | 2.85% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $568.9M | GLDM, AAPL, BRK.B, NVDA, GOOG |
| Q1 2026 | 219 | $501.3M | GLDM, SIVR, BRK.B, AAPL, NVDA |
| Q4 2025 | 210 | $495.3M | GLDM, SIVR, NVDA, AAPL, BRK.B |
| Q3 2025 | 205 | $505.9M | IOT, GLDM, NVDA, BRK.B, AAPL |
| Q2 2025 | 201 | $450.2M | IOT, GLDM, BRK.B, NVDA, AAPL |
| Q1 2025 | 197 | $412.1M | NU, AAPL, GLDM, BRK.B, NVDA |
| Q4 2024 | 234 | $458.4M | AAPL, NVDA, IOT, MSFT, AMZN |
| Q3 2024 | 223 | $429.8M | AAPL, NVDA, MSFT, SPY, AMZN |
| Q2 2024 | 204 | $397.3M | AAPL, NVDA, MSFT, MRNA, SPY |
| Q1 2024 | 236 | $384.4M | AAPL, COIN, MSFT, NVDA, SPY |