Mission Creek Capital Partners, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Mission Creek Capital Partners, Inc. reported 205 stock positions worth $505.9 million. Its top holding was Samsara Class A (IOT) at 8.1% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 5.6%) and Nvidia (NVDA, 3.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 3, added to 72 and reduced 100. The biggest buy was a new position in Ridgepost Capital Class A (RPC) and the biggest sale an exit from Rubrik Class A (RBRK).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801583
- Portfolio Value
- $505.9M (Q3 2025)
- SEC Filing
- 0001214659-25-016418 ↗ filed Nov 13, 2025
Holdings Value
Holdings 205 stocks · $505.9M
| IOT Samsara Inc. Class A | 8.07% | 1,095,722 | $40.8M | Add +1.6% |
| GLDM SPDR Gold Minishares Trust | 5.57% | 368,794 | $28.2M | Reduce -1.0% |
| NVDA Nvidia Corp. | 3.61% | 97,779 | $18.2M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.43% | 34,495 | $17.3M | Reduce -1.8% |
| AAPL Apple Inc. | 3.31% | 83,745 | $16.7M | Add +1.5% |
| MSFT Microsoft Corp. | 2.77% | 27,032 | $14.0M | Add +12.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.32% | 17,581 | $11.7M | Reduce -0.8% |
| SIVR Abrdn Physical Silver Shares | 2.26% | 257,598 | $11.5M | Reduce -1.0% |
| AVGO Broadcom Inc. | 2.24% | 34,299 | $11.3M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.15% | 44,756 | $10.9M | Add +20.4% |
| JPM JPMorgan Chase & Co. | 1.91% | 51,615 | $9.6M | Reduce -0.4% |
| RPC Ridgepost Capital Inc. Class A filed as P10 INC | 1.84% | 854,604 | $9.3M | New |
| AMZN Amazon.com Inc. | 1.84% | 47,063 | $9.3M | Add +11.6% |
| IVV iShares Core S&P 500 ETF | 1.44% | 10,902 | $7.3M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 1.39% | 107,987 | $7.0M | Add +29.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 11,348 | $6.8M | Reduce -0.7% |
| V Visa Inc. Class A | 1.32% | 19,627 | $6.7M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.32% | 9,105 | $6.7M | Add +14.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.25% | 13,653 | $6.3M | Add +0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.22% | 72,895 | $6.2M | Add +30.4% |
| COST Costco Wholesale Corp. | 1.16% | 6,322 | $5.9M | Add +3.5% |
| CAT Caterpillar Inc. | 1.15% | 12,215 | $5.8M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 1.08% | 13,377 | $5.4M | Reduce -0.5% |
| HD Home Depot Inc. | 1.01% | 26,724 | $5.1M | Reduce -0.2% |
| INTU Intuit Inc. | 0.96% | 7,122 | $4.9M | Add +15.6% |
| JNJ Johnson & Johnson | 0.96% | 32,811 | $4.9M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.95% | 19,851 | $4.8M | Add +2.3% |
| CVX Chevron Corp. | 0.92% | 48,801 | $4.6M | Reduce -0.1% |
| WM Waste Management Inc. | 0.91% | 20,754 | $4.6M | Add +0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.90% | 21,844 | $4.6M | Add +23.5% |
| NFLX Netflix Inc. | 0.87% | 3,685 | $4.4M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.85% | 14,196 | $4.3M | Reduce -1.7% |
| ORCL Oracle Corp. | 0.75% | 13,403 | $3.8M | Reduce -3.2% |
| TEM Tempus AI Inc. Class A | 0.74% | 46,440 | $3.7M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.70% | 29,735 | $3.6M | Reduce -0.9% |
| WMT Walmart Inc. | 0.69% | 34,099 | $3.5M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 10,678 | $3.5M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.68% | 57,213 | $3.4M | Add +144.3% |
| UNH Unitedhealth Group Inc. | 0.64% | 9,348 | $3.2M | Add +1322.8% |
| CRM Salesforce Inc. | 0.61% | 12,951 | $3.1M | Add +69.8% |
| ECL Ecolab Inc. | 0.59% | 10,825 | $3.0M | Add +0.2% |
| GLD SPDR Gold Shares | 0.59% | 8,327 | $3.0M | No change |
| GPC Genuine Parts Co. | 0.58% | 21,140 | $2.9M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.56% | 8,048 | $2.8M | Add +102.0% |
| FDN First Trust DJ Internet Ind | 0.53% | 9,663 | $2.7M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.53% | 78,293 | $2.7M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.53% | 20,503 | $2.7M | Add +0.1% |
| XLK SS Technology Select Sector | 0.52% | 9,330 | $2.6M | Reduce -0.7% |
| WDAY Workday Inc. Class A | 0.51% | 10,799 | $2.6M | Add +88.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.51% | 46,810 | $2.6M | Add +707.4% |
| PANW Palo Alto Networks Inc. | 0.51% | 12,589 | $2.6M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.49% | 24,671 | $2.5M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.48% | 6,495 | $2.4M | Add +7.5% |
| MAR Marriott International Class A | 0.46% | 9,019 | $2.3M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.46% | 7,875 | $2.3M | Reduce -0.2% |
| ORLY O'reilly Automotive Inc. | 0.45% | 21,331 | $2.3M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.43% | 2,867 | $2.2M | Add +133.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 7,419 | $2.2M | Add +177.7% |
| ABT Abbott Laboratories | 0.42% | 28,868 | $2.1M | Add +0.2% |
| UBER Uber Technologies Inc. | 0.42% | 21,651 | $2.1M | Reduce -2.0% |
| AFL Aflac Inc. | 0.42% | 27,673 | $2.1M | Add +0.8% |
| ESS Essex Property Trust Inc. | 0.41% | 7,824 | $2.1M | Reduce -0.4% |
| NOW ServiceNow Inc. | 0.40% | 2,194 | $2.0M | Reduce -1.0% |
| AMGN Amgen Inc. | 0.39% | 11,808 | $2.0M | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 4,125 | $2.0M | Reduce -3.1% |
| URI United Rentals Inc. | 0.38% | 2,017 | $1.9M | Add +0.6% |
| PLD Prologis Inc. | 0.38% | 16,571 | $1.9M | Add +0.0% |
| OEF iShares S&P 100 ETF | 0.37% | 5,622 | $1.9M | Reduce -2.9% |
| IDV iShares International Select | 0.37% | 50,660 | $1.9M | Reduce -9.9% |
| ICE Intercontinental Exchange Inc. | 0.36% | 10,939 | $1.8M | Reduce -1.0% |
| MELI MercadoLibre Inc. | 0.36% | 783 | $1.8M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 16,899 | $1.8M | Reduce -0.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.35% | 40,446 | $1.8M | Reduce -0.1% |
| BLK BlackRock Inc. | 0.35% | 1,501 | $1.7M | Reduce -1.2% |
| DVY iShares Select Dividend ETF | 0.34% | 12,254 | $1.7M | Add +0.2% |
| FGD First Trust DJ GL Sel DVD | 0.33% | 58,396 | $1.7M | Reduce -1.8% |
| ROST Ross Stores Inc. | 0.32% | 10,748 | $1.6M | Reduce -3.4% |
| BND Vanguard Total Bond Market | 0.31% | 21,270 | $1.6M | Reduce -0.0% |
| DOCU Docusign Inc. | 0.31% | 21,542 | $1.6M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.31% | 22,288 | $1.5M | Add +0.9% |
| TUSI Touchstone Ultra Short Incom | 0.30% | 60,538 | $1.5M | Add +11.7% |
| RKLB Rocket Lab Corp. | 0.30% | 32,000 | $1.5M | New |
| ISRG Intuitive Surgical Inc. | 0.30% | 3,376 | $1.5M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.30% | 9,775 | $1.5M | Reduce -3.5% |
| ACN Accenture PLC Class A | 0.29% | 5,926 | $1.5M | Reduce -3.8% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 23,199 | $1.4M | Add +2.5% |
| AMAT Applied Materials Inc. | 0.27% | 9,298 | $1.3M | Add +0.1% |
| CDNS Cadence Design SYS Inc. | 0.27% | 3,818 | $1.3M | Reduce -5.8% |
| CACI Caci International Inc. Class A | 0.26% | 2,665 | $1.3M | Reduce -17.1% |
| PGY Pagaya Technologies Ltd. Class A | 0.26% | 43,601 | $1.3M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 6,887 | $1.3M | Reduce -3.8% |
| MET Metlife Inc. | 0.25% | 15,461 | $1.3M | Reduce -2.1% |
| SYK Stryker Corp. | 0.25% | 3,390 | $1.3M | Reduce -2.2% |
| NOBL Proshares S&P 500 Dividend A | 0.24% | 11,687 | $1.2M | Reduce -5.8% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 2,429 | $1.2M | Add +0.5% |
| FRSH Freshworks Inc. Class A | 0.23% | 99,856 | $1.2M | New |
| XLY SS Consumer Disc Select Sect | 0.23% | 4,752 | $1.1M | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 8,095 | $1.1M | Reduce -1.0% |
| ITB iShares U.S. Home Constructi | 0.22% | 10,311 | $1.1M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 4,235 | $1.1M | Add +290.0% |
Portfolio Sells Q2 2025 → Q3 2025
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −1.71 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 3.43% | −0.36 |
| NFLX Netflix Inc. | Reduce -1.1% | 0.87% | −0.23 |
| V Visa Inc. Class A | Reduce -0.7% | 1.32% | −0.23 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −0.22 |
| ACN Accenture PLC Class A | Reduce -3.8% | 0.29% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 2.32% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -1.3% | 0.30% | −0.11 |
| NOW ServiceNow Inc. | Reduce -1.0% | 0.40% | −0.11 |
| MAR Marriott International Class A | Reduce -1.2% | 0.46% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -1.0% | 0.36% | −0.09 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.85% | −0.08 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.46% | −0.08 |
| ESS Essex Property Trust Inc. | Reduce -0.4% | 0.41% | −0.08 |
| CACI Caci International Inc. Class A | Reduce -17.1% | 0.26% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 1.91% | −0.07 |
| PONY Pony AI Inc. | Sold out | 0.00% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 0.51% | −0.07 |
| DOCU Docusign Inc. | Reduce -0.0% | 0.31% | −0.07 |
| IDV iShares International Select | Reduce -9.9% | 0.37% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.44% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.30% | −0.06 |
| SLB SLB Ltd. | Reduce -0.2% | 0.53% | −0.06 |
| SYK Stryker Corp. | Reduce -2.2% | 0.25% | −0.06 |
| WMT Walmart Inc. | Reduce -1.3% | 0.69% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 1.35% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -9.6% | 0.18% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -5.8% | 0.24% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -2.0% | 0.42% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -0.1% | 0.49% | −0.04 |
| CVX Chevron Corp. | Reduce -0.1% | 0.92% | −0.04 |
| DIS The Walt Disney Co. | Reduce -3.6% | 0.13% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -41.7% | 0.04% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -0.0% | 0.31% | −0.04 |
| HON Honeywell International Inc. | Reduce -4.7% | 0.10% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -16.4% | 0.12% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -19.9% | 0.09% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -7.8% | 0.13% | −0.03 |
| FGD First Trust DJ GL Sel DVD | Reduce -1.8% | 0.33% | −0.03 |
| PAYX Paychex Inc. | Reduce -2.2% | 0.10% | −0.03 |
| S Sentinelone Inc. Class A | Reduce -3.1% | 0.16% | −0.03 |
| MET Metlife Inc. | Reduce -2.1% | 0.25% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.7% | 0.16% | −0.03 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -0.1% | 0.35% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.8% | 0.25% | −0.03 |
| LGLV SPDR US LC Low Vol Idx | Reduce -3.1% | 0.20% | −0.03 |
| KO The Coca-Cola Co. | Reduce -4.0% | 0.10% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.2% | 0.20% | −0.02 |
| BFAM Bright Horizons Family Solut | Reduce -8.9% | 0.06% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.1% | 0.39% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| RPC Ridgepost Capital Inc. Class A | New | 1.84% | +1.84 |
| GOOG Alphabet Inc. Class C | Add +20.4% | 2.15% | +0.69 |
| UNH Unitedhealth Group Inc. | Add +1322.8% | 0.64% | +0.59 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +707.4% | 0.51% | +0.42 |
| VEA Vanguard Ftse Developed ETF | Add +144.3% | 0.68% | +0.38 |
| AAPL Apple Inc. | Add +1.5% | 3.31% | +0.37 |
| RKLB Rocket Lab Corp. | New | 0.30% | +0.30 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +177.7% | 0.43% | +0.26 |
| PGY Pagaya Technologies Ltd. Class A | New | 0.26% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +29.4% | 1.39% | +0.24 |
| FRSH Freshworks Inc. Class A | New | 0.23% | +0.23 |
| LLY Eli Lilly & Co. | Add +133.1% | 0.43% | +0.22 |
| ADBE Adobe Inc. | Add +102.0% | 0.56% | +0.22 |
| WDAY Workday Inc. Class A | Add +88.3% | 0.51% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.95% | +0.19 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +30.4% | 1.22% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +290.0% | 0.21% | +0.16 |
| CRM Salesforce Inc. | Add +69.8% | 0.61% | +0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +23.5% | 0.90% | +0.14 |
| MSFT Microsoft Corp. | Add +12.7% | 2.77% | +0.12 |
| CAT Caterpillar Inc. | Add +0.1% | 1.15% | +0.10 |
| JNJ Johnson & Johnson | Add +0.2% | 0.96% | +0.07 |
| ITA iShares U.S. Aerospace & Def | New | 0.06% | +0.06 |
| BA The Boeing Co. | New | 0.06% | +0.06 |
| URI United Rentals Inc. | Add +0.6% | 0.38% | +0.04 |
| SJM The JM Smucker Co. | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +4.7% | 0.11% | +0.03 |
| GE General Electric | Add +1.6% | 0.20% | +0.02 |
| META Meta Platforms Inc. Class A | Add +14.6% | 1.32% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 0.23% | +0.02 |
| AMZN Amazon.com Inc. | Add +11.6% | 1.84% | +0.01 |
| GEV GE Vernova Inc. | Add +1.7% | 0.09% | +0.01 |
| BX Blackstone Inc. | Add +1.8% | 0.16% | +0.01 |
| ITB iShares U.S. Home Constructi | Add +0.1% | 0.22% | +0.01 |
| RTX RTX Corp. | Add +0.0% | 0.14% | +0.00 |
| ETN Eaton Corp. PLC | Add +7.5% | 0.48% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +0.0% | 0.05% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.27% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.8% | 0.07% | −0.00 |
| TUSI Touchstone Ultra Short Incom | Add +11.7% | 0.30% | −0.00 |
| VPU Vanguard Utilities ETF | Add +0.1% | 0.06% | −0.00 |
| SCHW Schwab (charles) Corp. | Add +3.0% | 0.07% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 0.07% | −0.00 |
| XLI SS Industrial Select Sector | Add +0.2% | 0.06% | −0.00 |
| COR Cencora Inc. | Add +0.2% | 0.07% | −0.01 |
| DVYE iShares Emerging Markets Div | Add +1.2% | 0.07% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +0.7% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Add +0.7% | 0.14% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +0.1% | 0.05% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.1% | 0.05% | −0.01 |
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 |