Mission Creek Capital Partners, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Mission Creek Capital Partners, Inc. reported 201 stock positions worth $450.2 million. Its top holding was Samsara Class A (IOT) at 9.5% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 5.4%) and Berkshire Hathaway Class B (BRK.B, 3.8%). Compared with Q1 2025, it opened 9 new positions, sold out of 5, added to 44 and reduced 127. The biggest buy was a new position in Samsara Class A (IOT) and the biggest sale an exit from Nu Holdings Ltd./Cayman Isl-A (NU).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801583
- Portfolio Value
- $450.2M (Q2 2025)
- SEC Filing
- 0001214659-25-012244 ↗ filed Aug 14, 2025
Holdings Value
Holdings 201 stocks · $450.2M
| IOT Samsara Inc. Class A | 9.53% | 1,078,409 | $42.9M | New |
| GLDM SPDR Gold Minishares Trust | 5.42% | 372,397 | $24.4M | Add +36.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.79% | 35,123 | $17.1M | Add +30.6% |
| NVDA Nvidia Corp. | 3.57% | 101,753 | $16.1M | Reduce -8.5% |
| AAPL Apple Inc. | 2.94% | 82,516 | $13.2M | Reduce -14.1% |
| MSFT Microsoft Corp. | 2.65% | 23,993 | $11.9M | Reduce -19.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.43% | 17,721 | $10.9M | Reduce -3.8% |
| AVGO Broadcom Inc. | 2.12% | 34,607 | $9.5M | Reduce -4.1% |
| SIVR Abrdn Physical Silver Shares | 1.99% | 260,101 | $9.0M | Add +16.1% |
| JPM JPMorgan Chase & Co. | 1.98% | 51,803 | $8.9M | Reduce -7.1% |
| AMZN Amazon.com Inc. | 1.83% | 42,187 | $8.2M | Reduce -13.3% |
| RBRK Rubrik Inc. Class A | 1.71% | 86,036 | $7.7M | Reduce -3.7% |
| V Visa Inc. Class A | 1.56% | 19,767 | $7.0M | Reduce -11.3% |
| IVV iShares Core S&P 500 ETF | 1.51% | 10,915 | $6.8M | Reduce -7.5% |
| GOOG Alphabet Inc. Class C | 1.46% | 37,172 | $6.6M | Reduce -16.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.40% | 11,426 | $6.3M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 1.34% | 6,108 | $6.0M | Reduce -16.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.33% | 13,640 | $6.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.30% | 7,945 | $5.9M | Reduce -25.1% |
| IJH iShares Core S&P Midcap ETF | 1.15% | 83,418 | $5.2M | Reduce -9.9% |
| NFLX Netflix Inc. | 1.11% | 3,725 | $5.0M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 1.08% | 13,441 | $4.9M | Reduce -1.3% |
| INTU Intuit Inc. | 1.08% | 6,161 | $4.9M | Reduce -2.4% |
| WM Waste Management Inc. | 1.05% | 20,746 | $4.7M | Reduce -0.6% |
| CAT Caterpillar Inc. | 1.05% | 12,208 | $4.7M | Reduce -15.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.04% | 55,911 | $4.7M | Reduce -2.6% |
| HD Home Depot Inc. | 1.04% | 26,788 | $4.7M | Reduce -0.6% |
| CVX Chevron Corp. | 0.95% | 48,869 | $4.3M | Reduce -3.6% |
| MCD McDonald's Corp. | 0.94% | 14,448 | $4.2M | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.89% | 32,741 | $4.0M | Reduce -4.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.77% | 17,683 | $3.4M | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 0.76% | 19,398 | $3.4M | Reduce -1.1% |
| WMT Walmart Inc. | 0.75% | 34,531 | $3.4M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 10,662 | $3.2M | Reduce -6.3% |
| ORCL Oracle Corp. | 0.67% | 13,843 | $3.0M | Reduce -1.5% |
| TEM Tempus AI Inc. Class A | 0.66% | 46,900 | $3.0M | Reduce -23.4% |
| ECL Ecolab Inc. | 0.65% | 10,802 | $2.9M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.64% | 30,008 | $2.9M | Reduce -1.5% |
| EMR Emerson Electric Co. | 0.61% | 20,475 | $2.7M | Reduce -16.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.59% | 78,435 | $2.7M | Reduce -2.4% |
| FDN First Trust DJ Internet Ind | 0.58% | 9,663 | $2.6M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.57% | 12,632 | $2.6M | Reduce -1.8% |
| GPC Genuine Parts Co. | 0.57% | 21,246 | $2.6M | Reduce -3.7% |
| GLD SPDR Gold Shares | 0.56% | 8,327 | $2.5M | Reduce -2.6% |
| MAR Marriott International Class A | 0.55% | 9,131 | $2.5M | Reduce -4.6% |
| ADP Automatic Data Processing | 0.54% | 7,890 | $2.4M | Reduce -15.2% |
| XLK SS Technology Select Sector | 0.53% | 9,399 | $2.4M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.53% | 24,691 | $2.4M | Reduce -3.3% |
| NOW ServiceNow Inc. | 0.51% | 2,217 | $2.3M | Reduce -4.7% |
| ESS Essex Property Trust Inc. | 0.49% | 7,854 | $2.2M | Reduce -2.5% |
| ABT Abbott Laboratories | 0.48% | 28,817 | $2.2M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.48% | 6,043 | $2.2M | Reduce -0.6% |
| CRM Salesforce Inc. | 0.46% | 7,627 | $2.1M | Reduce -5.3% |
| UBER Uber Technologies Inc. | 0.46% | 22,092 | $2.1M | Reduce -6.4% |
| MELI MercadoLibre Inc. | 0.45% | 783 | $2.0M | Reduce -0.6% |
| ICE Intercontinental Exchange Inc. | 0.45% | 11,050 | $2.0M | Reduce -1.7% |
| AFL Aflac Inc. | 0.44% | 27,461 | $2.0M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.43% | 11,784 | $2.0M | Reduce -0.9% |
| IDV iShares International Select | 0.43% | 56,210 | $1.9M | Add +1.1% |
| ORLY O'reilly Automotive Inc. | 0.43% | 21,465 | $1.9M | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 4,255 | $1.9M | Reduce -3.2% |
| ISRG Intuitive Surgical Inc. | 0.41% | 3,421 | $1.9M | Reduce -3.8% |
| ACN Accenture PLC Class A | 0.41% | 6,157 | $1.8M | Reduce -0.9% |
| OEF iShares S&P 100 ETF | 0.39% | 5,787 | $1.8M | Reduce -0.1% |
| PLD Prologis Inc. | 0.39% | 16,564 | $1.7M | Reduce -13.4% |
| FDL First Trust Morn DVD Lead Inc. | 0.38% | 40,480 | $1.7M | Add +0.3% |
| DOCU Docusign Inc. | 0.37% | 21,547 | $1.7M | Reduce -2.1% |
| FGD First Trust DJ GL Sel DVD | 0.36% | 59,467 | $1.6M | Add +0.9% |
| DVY iShares Select Dividend ETF | 0.36% | 12,227 | $1.6M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.36% | 10,124 | $1.6M | Reduce -18.5% |
| BLK BlackRock Inc. | 0.35% | 1,519 | $1.6M | Reduce -11.8% |
| BND Vanguard Total Bond Market | 0.35% | 21,273 | $1.6M | Reduce -0.8% |
| ADBE Adobe Inc. | 0.34% | 3,985 | $1.5M | Reduce -2.6% |
| CACI Caci International Inc. Class A | 0.34% | 3,215 | $1.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 16,948 | $1.5M | Reduce -1.1% |
| MDLZ Mondelez International Inc. Class A | 0.34% | 22,645 | $1.5M | Reduce -18.0% |
| URI United Rentals Inc. | 0.34% | 2,006 | $1.5M | Reduce -5.2% |
| XOM Exxon Mobil Corp. | 0.32% | 22,086 | $1.5M | Reduce -25.1% |
| ROST Ross Stores Inc. | 0.32% | 11,127 | $1.4M | Reduce -2.4% |
| WDAY Workday Inc. Class A | 0.31% | 5,734 | $1.4M | Reduce -3.5% |
| TUSI Touchstone Ultra Short Incom | 0.30% | 54,198 | $1.4M | Add +4.0% |
| SYK Stryker Corp. | 0.30% | 3,466 | $1.4M | Reduce -28.4% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 23,417 | $1.3M | Reduce -5.4% |
| MET Metlife Inc. | 0.28% | 15,793 | $1.3M | Reduce -22.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 7,160 | $1.3M | Reduce -3.6% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 12,407 | $1.2M | Reduce -1.3% |
| CDNS Cadence Design SYS Inc. | 0.28% | 4,053 | $1.2M | Reduce -3.5% |
| AMAT Applied Materials Inc. | 0.27% | 9,290 | $1.2M | Reduce -2.2% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 8,177 | $1.1M | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.23% | 4,803 | $1.0M | Add +0.6% |
| LGLV SPDR US LC Low Vol Idx | 0.23% | 5,816 | $1.0M | Reduce -4.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.22% | 42,945 | $998K | Reduce -0.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.22% | 20,097 | $995K | Reduce -0.6% |
| TTAN Servicetitan Inc. Class A | 0.22% | 9,281 | $995K | New |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,736 | $986K | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 2,416 | $980K | Reduce -17.5% |
| ITB iShares U.S. Home Constructi | 0.21% | 10,300 | $960K | Add +0.6% |
| LLY Eli Lilly & Co. | 0.21% | 1,230 | $959K | Reduce -2.7% |
| GSLC Goldman Activebeta US LC ETF | 0.20% | 7,445 | $904K | Reduce -0.0% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 11,155 | $903K | Add +0.4% |
Portfolio Sells Q1 2025 → Q2 2025
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −5.73 |
| AAPL Apple Inc. | Reduce -14.1% | 2.94% | −1.27 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.39 |
| CVX Chevron Corp. | Reduce -3.6% | 0.95% | −0.34 |
| V Visa Inc. Class A | Reduce -11.3% | 1.56% | −0.34 |
| COST Costco Wholesale Corp. | Reduce -16.3% | 1.34% | −0.33 |
| XOM Exxon Mobil Corp. | Reduce -25.1% | 0.32% | −0.28 |
| SLB SLB Ltd. | Reduce -2.4% | 0.59% | −0.23 |
| JNJ Johnson & Johnson | Reduce -4.4% | 0.89% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -16.0% | 1.46% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -13.3% | 1.83% | −0.20 |
| MCD McDonald's Corp. | Reduce -3.0% | 0.94% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -25.1% | 1.30% | −0.18 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.64% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.9% | 1.15% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -18.5% | 0.36% | −0.16 |
| ADP Automatic Data Processing | Reduce -15.2% | 0.54% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.5% | 0.22% | −0.14 |
| SYK Stryker Corp. | Reduce -28.4% | 0.30% | −0.13 |
| PLD Prologis Inc. | Reduce -13.4% | 0.39% | −0.13 |
| WM Waste Management Inc. | Reduce -0.6% | 1.05% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -18.0% | 0.34% | −0.12 |
| MET Metlife Inc. | Reduce -22.5% | 0.28% | −0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.1% | 0.77% | −0.11 |
| HD Home Depot Inc. | Reduce -0.6% | 1.04% | −0.11 |
| ESS Essex Property Trust Inc. | Reduce -2.5% | 0.49% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -7.5% | 1.51% | −0.10 |
| AMGN Amgen Inc. | Reduce -0.9% | 0.43% | −0.10 |
| CAT Caterpillar Inc. | Reduce -15.0% | 1.05% | −0.10 |
| AJG Arthur J Gallagher & Co. | Reduce -25.8% | 0.16% | −0.09 |
| HON Honeywell International Inc. | Reduce -30.1% | 0.13% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -7.1% | 1.98% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -41.7% | 0.10% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -54.5% | 0.08% | −0.08 |
| PAYX Paychex Inc. | Reduce -28.4% | 0.13% | −0.08 |
| PEP Pepsico Inc. | Reduce -9.6% | 0.14% | −0.08 |
| KO The Coca-Cola Co. | Reduce -31.8% | 0.13% | −0.08 |
| AFL Aflac Inc. | Reduce -1.1% | 0.44% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -1.0% | 0.43% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 2.43% | −0.07 |
| FDX FedEx Corp. | Reduce -32.4% | 0.06% | −0.07 |
| GPC Genuine Parts Co. | Reduce -3.7% | 0.57% | −0.07 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -5.3% | 0.46% | −0.06 |
| DOCU Docusign Inc. | Reduce -2.1% | 0.37% | −0.06 |
| ACN Accenture PLC Class A | Reduce -0.9% | 0.41% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 0.53% | −0.06 |
| MSFT Microsoft Corp. | Reduce -19.2% | 2.65% | −0.06 |
| TEM Tempus AI Inc. Class A | Reduce -23.4% | 0.66% | −0.05 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| IOT Samsara Inc. Class A | New | 9.53% | +9.53 |
| GLDM SPDR Gold Minishares Trust | Add +36.0% | 5.42% | +1.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +30.6% | 3.79% | +0.31 |
| TTAN Servicetitan Inc. Class A | New | 0.22% | +0.22 |
| SIVR Abrdn Physical Silver Shares | Add +16.1% | 1.99% | +0.22 |
| PONY Pony AI Inc. | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| COF Capital One Financial Corp. | New | 0.06% | +0.06 |
| VIS Vanguard Industrials ETF | New | 0.05% | +0.05 |
| ADI Analog Devices Inc. | New | 0.05% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| FGD First Trust DJ GL Sel DVD | Add +0.9% | 0.36% | +0.02 |
| IDV iShares International Select | Add +1.1% | 0.43% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +2.5% | 0.16% | +0.01 |
| VOX Vanguard Communication Servi | Add +1.9% | 0.06% | +0.00 |
| BAC Bank of America Corp. | Add +1.5% | 0.03% | +0.00 |
| IEUR iShares Core MSCI Europe ETF | Add +1.1% | 0.18% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +0.6% | 0.23% | +0.00 |
| XLI SS Industrial Select Sector | Add +1.5% | 0.06% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.6% | 0.14% | +0.00 |
| BX Blackstone Inc. | Add +3.3% | 0.16% | +0.00 |
| EWJ iShares MSCI Japan ETF | Add +1.4% | 0.08% | +0.00 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +0.7% | 0.12% | −0.00 |
| DVYE iShares Emerging Markets Div | Add +1.6% | 0.08% | −0.00 |
| VPU Vanguard Utilities ETF | Add +0.1% | 0.06% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.1% | 0.06% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +0.7% | 0.07% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +0.0% | 0.05% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.1% | 0.05% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +0.2% | 0.06% | −0.00 |
| XLF SS Financial Select Sector | Add +0.6% | 0.18% | −0.01 |
| DHR Danaher Corp. | Add +2.6% | 0.06% | −0.01 |
| FVD First Trust Value Line DVD | Add +0.4% | 0.08% | −0.01 |
| VTIP Vanguard Short-Term Tips | Add +0.1% | 0.09% | −0.01 |
| TSEC Touchstone Securitized Inc. | Add +1.1% | 0.09% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.8% | 0.09% | −0.01 |
| WPC WP Carey Inc. | Add +0.1% | 0.08% | −0.01 |
| EMLP First Trust North American E | Add +0.4% | 0.10% | −0.01 |
| S Sentinelone Inc. Class A | Add +1.7% | 0.19% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +2.0% | 0.13% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.13% | −0.01 |
| TUSI Touchstone Ultra Short Incom | Add +4.0% | 0.30% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.1% | 0.19% | −0.02 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +0.0% | 0.12% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Add +0.4% | 0.20% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 0.25% | −0.02 |
| ITB iShares U.S. Home Constructi | Add +0.6% | 0.21% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +4.1% | 0.05% | −0.03 |
| XLV SS Health Care Select Sector | Add +0.3% | 0.20% | −0.04 |
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 |