Mission Creek Capital Partners, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Mission Creek Capital Partners, Inc. reported 204 stock positions worth $397.3 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Microsoft (MSFT, 4.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 34, added to 79 and reduced 115. The biggest buy was Moderna (MRNA, shares +3726%) and the biggest sale Coinbase Global Class A (COIN, shares −54%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001801583
Portfolio Value
$397.3M (Q2 2024)
SEC Filing
0001214659-24-014702 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $384.4M Q1 2024 Q2 2024: $397.3M $397.3M Q2 2024 Q3 2024: $429.8M Q3 2024 Q4 2024: $458.4M Q4 2024 Q1 2025: $412.1M Q1 2025 Q2 2025: $450.2M Q2 2025 Q3 2025: $505.9M Q3 2025 Q4 2025: $495.3M Q4 2025 Q1 2026: $501.3M Q1 2026 Q2 2026: $568.9M Q2 2026

Holdings 204 stocks · $397.3M

AAPL Apple Inc. 4.68% 88,240 $18.6M Add +6.8%
NVDA Nvidia Corp. 4.67% 150,246 $18.6M Add +10.8%
MSFT Microsoft Corp. 3.99% 35,492 $15.9M Add +18.8%
MRNA Moderna Inc. 2.75% 92,017 $10.9M Add +3726.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.47% 18,023 $9.8M Reduce -1.3%
AMZN Amazon.com Inc. 2.45% 50,357 $9.7M Add +19.0%
GOOG Alphabet Inc. Class C 2.31% 50,030 $9.2M Add +25.5%
IJH iShares Core S&P Midcap ETF 2.23% 151,122 $8.8M Reduce -2.9%
EFAV iShares MSCI Eafe Min Vol Fa 1.94% 111,109 $7.7M Reduce -12.4%
JPM JPMorgan Chase & Co. 1.77% 34,706 $7.0M Add +30.6%
IVV iShares Core S&P 500 ETF 1.63% 11,868 $6.5M Add +26.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.58% 34,313 $6.3M Reduce -3.6%
META Meta Platforms Inc. Class A 1.58% 12,414 $6.3M Add +34.7%
BRK.B Berkshire Hathaway Inc. Class B 1.55% 15,184 $6.2M Add +17.1%
COST Costco Wholesale Corp. 1.53% 7,165 $6.1M Add +17.7%
V Visa Inc. Class A 1.45% 21,915 $5.8M Add +24.8%
AVGO Broadcom Inc. 1.44% 3,570 $5.7M Add +84.0%
COIN Coinbase Global Inc. Class A 1.35% 24,071 $5.3M Reduce -54.3%
QQQ Invesco QQQ Trust Series 1 1.27% 10,495 $5.0M Reduce -2.4%
CVX Chevron Corp. 1.25% 31,850 $5.0M Add +6.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.22% 12,388 $4.8M Reduce -4.8%
CAT Caterpillar Inc. 1.21% 14,382 $4.8M Add +21.6%
QCOM Qualcomm Inc. 1.15% 22,950 $4.6M Add +10.6%
WM Waste Management Inc. 1.11% 20,681 $4.4M Add +15.7%
HD Home Depot Inc. 1.11% 12,769 $4.4M Add +17.1%
INTU Intuit Inc. 1.06% 6,425 $4.2M Add +12.7%
JNJ Johnson & Johnson 1.06% 28,808 $4.2M Add +0.3%
MCD McDonald's Corp. 0.99% 15,387 $3.9M Add +3.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.90% 76,056 $3.6M Add +6.0%
GOOGL Alphabet Inc. Class A 0.90% 19,538 $3.6M Reduce -3.6%
GPC Genuine Parts Co. 0.83% 23,924 $3.3M Add +7.3%
MAR Marriott International Class A 0.79% 13,029 $3.2M Add +20.5%
GS Goldman Sachs Group Inc. 0.78% 6,810 $3.1M Add +56.8%
AMGN Amgen Inc. 0.75% 9,517 $3.0M Add +1.1%
GLDM SPDR Gold Minishares Trust 0.71% 61,390 $2.8M Reduce -5.6%
ADBE Adobe Inc. 0.71% 5,085 $2.8M Add +22.3%
ABBV Abbvie Inc. 0.71% 16,351 $2.8M Add +34.3%
UNH Unitedhealth Group Inc. 0.70% 5,431 $2.8M Add +15.1%
CRM Salesforce Inc. 0.68% 10,478 $2.7M Add +15.1%
EMR Emerson Electric Co. 0.67% 24,179 $2.7M Add +47.1%
ECL Ecolab Inc. 0.66% 11,044 $2.6M Add +5.5%
NVO Novo-Nordisk A/S-Spons ADR 0.65% 17,967 $2.6M Add +57.0%
LLY Eli Lilly & Co. 0.63% 2,771 $2.5M Add +119.8%
XOM Exxon Mobil Corp. 0.63% 21,666 $2.5M Reduce -17.0%
ADP Automatic Data Processing 0.62% 10,356 $2.5M Reduce -7.3%
NFLX Netflix Inc. 0.62% 3,647 $2.5M Add +52.2%
PG The Procter & Gamble Co. 0.61% 14,726 $2.4M Reduce -15.5%
PANW Palo Alto Networks Inc. 0.59% 6,938 $2.4M Add +25.4%
WMT Walmart Inc. 0.59% 34,722 $2.4M Add +61.1%
XLK SS Technology Select Sector 0.57% 9,985 $2.3M Reduce -1.2%
PLD Prologis Inc. 0.55% 19,558 $2.2M Add +41.0%
ESS Essex Property Trust Inc. 0.54% 7,919 $2.2M Add +36.9%
MDLZ Mondelez International Inc. Class A 0.54% 32,820 $2.1M Add +112.9%
ACN Accenture PLC Class A 0.53% 6,949 $2.1M Add +19.9%
FDN First Trust DJ Internet Ind 0.51% 9,977 $2.0M Add +0.5%
SYK Stryker Corp. 0.50% 5,870 $2.0M Reduce -7.8%
GLD SPDR Gold Shares 0.48% 8,892 $1.9M Reduce -2.7%
GTLB Gitlab Inc. Class A 0.47% 37,367 $1.9M Reduce -49.4%
TMO Thermo Fisher Scientific Inc. 0.47% 3,358 $1.9M Add +81.1%
NOW ServiceNow Inc. 0.47% 2,353 $1.9M Add +121.8%
AMAT Applied Materials Inc. 0.46% 7,739 $1.8M Add +200.4%
ETN Eaton Corp. PLC 0.44% 5,628 $1.8M Add +200.8%
ROST Ross Stores Inc. 0.44% 12,060 $1.8M Add +17.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.43% 4,606 $1.7M No change
UBER Uber Technologies Inc. 0.43% 23,572 $1.7M Add +48.4%
ABT Abbott Laboratories 0.43% 16,456 $1.7M Add +9.2%
MET Metlife Inc. 0.43% 24,121 $1.7M Reduce -23.0%
EEMV iShares MSCI Emg MKT Min Vol 0.43% 29,540 $1.7M Reduce -36.7%
HON Honeywell International Inc. 0.41% 7,609 $1.6M Reduce -31.0%
WDAY Workday Inc. Class A 0.40% 7,052 $1.6M Add +1.4%
ORCL Oracle Corp. 0.40% 11,154 $1.6M Add +155.9%
IDV iShares International Select 0.39% 56,480 $1.6M Add +0.3%
OEF iShares S&P 100 ETF 0.39% 5,873 $1.6M Add +0.0%
AFL Aflac Inc. 0.39% 17,289 $1.5M Add +149.3%
FDL First Trust Morn DVD Lead Inc. 0.39% 40,535 $1.5M Add +0.0%
ICE Intercontinental Exchange Inc. 0.39% 11,210 $1.5M Add +238.2%
CDNS Cadence Design SYS Inc. 0.38% 4,878 $1.5M Add +53.3%
REGN Regeneron Pharmaceuticals 0.37% 1,411 $1.5M Add +189.7%
ELV Elevance Health Inc. 0.37% 2,709 $1.5M Add +106.5%
BLK BlackRock Finance Inc. 0.37% 1,864 $1.5M Reduce -17.8%
ISRG Intuitive Surgical Inc. 0.36% 3,221 $1.4M Add +142.2%
CACI Caci International Inc. Class A 0.36% 3,315 $1.4M Reduce -4.9%
ABNB Airbnb Inc. Class A 0.35% 9,303 $1.4M Add +23.5%
COR Cencora Inc. 0.35% 6,209 $1.4M Add +59.9%
ORLY O'reilly Automotive Inc. 0.35% 1,323 $1.4M Add +127.3%
MELI MercadoLibre Inc. 0.34% 830 $1.4M Reduce -4.6%
PEP Pepsico Inc. 0.34% 8,270 $1.4M Reduce -21.5%
DVY iShares Select Dividend ETF 0.34% 11,229 $1.4M Reduce -9.1%
FGD First Trust DJ GL Sel DVD 0.34% 60,087 $1.3M Reduce -0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.33% 13,174 $1.3M Reduce -41.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.32% 11,665 $1.3M Add +216.6%
URI United Rentals Inc. 0.32% 1,954 $1.3M Add +199.7%
NDSN Nordson Corp. 0.31% 5,373 $1.2M Add +5.6%
SIVR Abrdn Physical Silver Shares 0.29% 41,947 $1.2M Reduce -4.3%
DOCU Docusign Inc. 0.28% 21,079 $1.1M Add +160.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.28% 6,939 $1.1M Reduce -0.6%
LGLV SPDR US LC Low Vol Idx 0.26% 6,853 $1.0M Reduce -39.8%
ITB iShares U.S. Home Constructi 0.26% 10,319 $1.0M Add +0.1%
SCHZ Schwab US Aggregate Bond ETF 0.26% 22,502 $1.0M Reduce -61.4%
SCHW Schwab (charles) Corp. 0.26% 13,917 $1.0M Reduce -43.8%

Show all 204 holdings

Portfolio Sells Q1 2024 → Q2 2024

COIN Coinbase Global Inc. Class A Reduce -54.3% 1.35% −2.28
AJG Arthur J Gallagher & Co. Reduce -78.8% 0.25% −0.94
GTLB Gitlab Inc. Class A Reduce -49.4% 0.47% −0.65
SCHZ Schwab US Aggregate Bond ETF Reduce -61.4% 0.26% −0.44
EFAV iShares MSCI Eafe Min Vol Fa Reduce -12.4% 1.94% −0.40
DIS The Walt Disney Co. Reduce -41.3% 0.33% −0.39
VZ Verizon Communications Inc. Reduce -68.7% 0.14% −0.32
CVS CVS Health Corp. Reduce -52.5% 0.14% −0.26
EEMV iShares MSCI Emg MKT Min Vol Reduce -36.7% 0.43% −0.26
NGG National Grid PLC-SP ADR Reduce -61.3% 0.11% −0.23
IJH iShares Core S&P Midcap ETF Reduce -2.9% 2.23% −0.23
IEX Idex Corp. Reduce -52.6% 0.14% −0.23
USB US Bancorp Reduce -60.1% 0.11% −0.21
RY Royal Bank of Canada Reduce -57.2% 0.16% −0.21
ESGD iShares Trust iShares ESG Aw Reduce -45.3% 0.23% −0.21
SCHW Schwab (charles) Corp. Reduce -43.8% 0.26% −0.21
KMB Kimberly-Clark Corp. Sold out 0.00% −0.20
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.6% 1.58% −0.20
LGLV SPDR US LC Low Vol Idx Reduce -39.8% 0.26% −0.20
DD Dupont DE Nemours Inc. Reduce -55.3% 0.16% −0.20
VCIT Vanguard Int-Term Corporate Reduce -60.5% 0.12% −0.19
NKE Nike Inc. Class B Reduce -34.3% 0.20% −0.19
VCLT Vanguard Long-Term Corp. Bond Reduce -75.7% 0.06% −0.19
HON Honeywell International Inc. Reduce -31.0% 0.41% −0.18
MET Metlife Inc. Reduce -23.0% 0.43% −0.18
CLX Clorox Company Sold out 0.00% −0.17
ROK Rockwell Automation Inc. Sold out 0.00% −0.17
BMY Bristol-Myers Squibb Co. Reduce -68.2% 0.05% −0.17
PAYX Paychex Inc. Reduce -37.5% 0.24% −0.17
SBUX Starbucks Corp. Reduce -47.8% 0.13% −0.17
AMT American Tower Corp. Reduce -70.4% 0.07% −0.17
XOM Exxon Mobil Corp. Reduce -17.0% 0.63% −0.16
BDX Becton Dickinson and Co. Reduce -62.7% 0.08% −0.16
NTRS Northern Trust Corp. Sold out 0.00% −0.14
AWK American Water Works Co. Inc. Sold out 0.00% −0.14
SCHD Schwab US DVD Equity ETF Reduce -45.7% 0.14% −0.14
PEP Pepsico Inc. Reduce -21.5% 0.34% −0.14
STE Steris PLC Reduce -32.2% 0.24% −0.14
ITW Illinois Tool Works Reduce -31.7% 0.19% −0.13
SWK Stanley Black & Decker Inc. Sold out 0.00% −0.13
DIA SS SPDR Dow Jones Indus Avg Reduce -4.8% 1.22% −0.13
INTC Intel Corp. Reduce -49.9% 0.06% −0.13
PG The Procter & Gamble Co. Reduce -15.5% 0.61% −0.12
MMM 3M Co. Sold out 0.00% −0.12
BLK BlackRock Finance Inc. Reduce -17.8% 0.37% −0.12
SJM The JM Smucker Co. Reduce -50.6% 0.09% −0.12
SJNK SS SPDR BB St Hi Yield ETF Sold out 0.00% −0.12
YUM Yum! Brands Inc. Reduce -54.6% 0.08% −0.12
WPC WP Carey Inc. Reduce -42.1% 0.13% −0.11
TXN Texas Instruments Inc. Reduce -54.1% 0.10% −0.11

Portfolio Buys Q1 2024 → Q2 2024

MRNA Moderna Inc. Add +3726.1% 2.75% +2.68
NVDA Nvidia Corp. Add +10.8% 4.67% +1.49
AAPL Apple Inc. Add +6.8% 4.68% +0.99
AVGO Broadcom Inc. Add +84.0% 1.44% +0.77
GOOG Alphabet Inc. Class C Add +25.5% 2.31% +0.73
MSFT Microsoft Corp. Add +18.8% 3.99% +0.72
AMZN Amazon.com Inc. Add +19.0% 2.45% +0.46
META Meta Platforms Inc. Class A Add +34.7% 1.58% +0.41
JPM JPMorgan Chase & Co. Add +30.6% 1.77% +0.38
LLY Eli Lilly & Co. Add +119.8% 0.63% +0.38
COST Costco Wholesale Corp. Add +17.7% 1.53% +0.37
IVV iShares Core S&P 500 ETF Add +26.2% 1.63% +0.35
AMAT Applied Materials Inc. Add +200.4% 0.46% +0.32
GS Goldman Sachs Group Inc. Add +56.8% 0.78% +0.30
ETN Eaton Corp. PLC Add +200.8% 0.44% +0.29
ICE Intercontinental Exchange Inc. Add +238.2% 0.39% +0.27
NVO Novo-Nordisk A/S-Spons ADR Add +57.0% 0.65% +0.26
MDLZ Mondelez International Inc. Class A Add +112.9% 0.54% +0.26
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.26% +0.26
NOW ServiceNow Inc. Add +121.8% 0.47% +0.26
WMT Walmart Inc. Add +61.1% 0.59% +0.25
ORCL Oracle Corp. Add +155.9% 0.40% +0.25
REGN Regeneron Pharmaceuticals Add +189.7% 0.37% +0.25
NFLX Netflix Inc. Add +52.2% 0.62% +0.24
QCOM Qualcomm Inc. Add +10.6% 1.15% +0.24
AFL Aflac Inc. Add +149.3% 0.39% +0.23
TJX TJX Companies Inc. Add +216.6% 0.32% +0.23
ISRG Intuitive Surgical Inc. Add +142.2% 0.36% +0.22
URI United Rentals Inc. Add +199.7% 0.32% +0.20
ELV Elevance Health Inc. Add +106.5% 0.37% +0.19
TMO Thermo Fisher Scientific Inc. Add +81.1% 0.47% +0.19
EMR Emerson Electric Co. Add +47.1% 0.67% +0.19
PANW Palo Alto Networks Inc. Add +25.4% 0.59% +0.18
ORLY O'reilly Automotive Inc. Add +127.3% 0.35% +0.18
ESS Essex Property Trust Inc. Add +36.9% 0.54% +0.17
V Visa Inc. Class A Add +24.8% 1.45% +0.17
ADBE Adobe Inc. Add +22.3% 0.71% +0.17
DOCU Docusign Inc. Add +160.7% 0.28% +0.16
BRK.B Berkshire Hathaway Inc. Class B Add +17.1% 1.55% +0.14
VB Vanguard Most SM-Cap ETF-Usd New 0.13% +0.13
ABBV Abbvie Inc. Add +34.3% 0.71% +0.13
CDNS Cadence Design SYS Inc. Add +53.3% 0.38% +0.12
WM Waste Management Inc. Add +15.7% 1.11% +0.12
UBER Uber Technologies Inc. Add +48.4% 0.43% +0.11
COR Cencora Inc. Add +59.9% 0.35% +0.11
INTU Intuit Inc. Add +12.7% 1.06% +0.10
UNH Unitedhealth Group Inc. Add +15.1% 0.70% +0.09
MAR Marriott International Class A Add +20.5% 0.79% +0.08
PLD Prologis Inc. Add +41.0% 0.55% +0.08
CAT Caterpillar Inc. Add +21.6% 1.21% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 231$568.9MGLDM, AAPL, BRK.B, NVDA, GOOG
Q1 2026 219$501.3MGLDM, SIVR, BRK.B, AAPL, NVDA
Q4 2025 210$495.3MGLDM, SIVR, NVDA, AAPL, BRK.B
Q3 2025 205$505.9MIOT, GLDM, NVDA, BRK.B, AAPL
Q2 2025 201$450.2MIOT, GLDM, BRK.B, NVDA, AAPL
Q1 2025 197$412.1MNU, AAPL, GLDM, BRK.B, NVDA
Q4 2024 234$458.4MAAPL, NVDA, IOT, MSFT, AMZN
Q3 2024 223$429.8MAAPL, NVDA, MSFT, SPY, AMZN
Q2 2024 204$397.3MAAPL, NVDA, MSFT, MRNA, SPY
Q1 2024 236$384.4MAAPL, COIN, MSFT, NVDA, SPY