Mission Creek Capital Partners, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Mission Creek Capital Partners, Inc. reported 210 stock positions worth $495.3 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 6.7% of the portfolio, followed by Abrdn Physical Silver Shares (SIVR, 4.2%) and Nvidia (NVDA, 3.7%). Compared with Q3 2025, it opened 21 new positions, sold out of 16, added to 85 and reduced 84. The biggest buy was Abrdn Physical Silver Shares (SIVR, shares +18%) and the biggest sale an exit from Samsara Class A (IOT).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801583
- Portfolio Value
- $495.3M (Q4 2025)
- SEC Filing
- 0001214659-26-001544 ↗ filed Feb 12, 2026
Holdings Value
Holdings 210 stocks · $495.3M
| GLDM SPDR Gold Minishares Trust | 6.65% | 386,065 | $33.0M | Add +4.7% |
| SIVR Abrdn Physical Silver Shares | 4.16% | 304,416 | $20.6M | Add +18.2% |
| NVDA Nvidia Corp. | 3.73% | 99,075 | $18.5M | Add +1.3% |
| AAPL Apple Inc. | 3.72% | 85,793 | $18.4M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.50% | 34,506 | $17.3M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 2.93% | 46,180 | $14.5M | Add +3.2% |
| MSFT Microsoft Corp. | 2.73% | 27,972 | $13.5M | Add +3.5% |
| AMZN Amazon.com Inc. | 2.48% | 57,902 | $12.3M | Add +23.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.36% | 17,176 | $11.7M | Reduce -2.3% |
| AVGO Broadcom Inc. | 2.36% | 33,832 | $11.7M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.00% | 51,819 | $9.9M | Add +0.4% |
| V Visa Inc. Class A | 1.47% | 20,789 | $7.3M | Add +5.9% |
| IVV iShares Core S&P 500 ETF | 1.46% | 10,565 | $7.2M | Reduce -3.1% |
| CAT Caterpillar Inc. | 1.42% | 12,236 | $7.0M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 1.41% | 106,134 | $7.0M | Reduce -1.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.39% | 79,863 | $6.9M | Add +9.6% |
| META Meta Platforms Inc. Class A | 1.35% | 10,108 | $6.7M | Add +11.0% |
| VEA Vanguard Ftse Developed ETF | 1.34% | 106,473 | $6.7M | Add +86.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 10,283 | $6.3M | Reduce -9.4% |
| GOOGL Alphabet Inc. Class A | 1.25% | 19,831 | $6.2M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 1.21% | 13,378 | $6.0M | Add +0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.17% | 12,031 | $5.8M | Reduce -11.9% |
| COST Costco Wholesale Corp. | 1.15% | 6,601 | $5.7M | Add +4.4% |
| JNJ Johnson & Johnson | 1.10% | 32,952 | $5.5M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 14,243 | $4.8M | Add +33.4% |
| INTU Intuit Inc. | 0.96% | 7,166 | $4.7M | Add +0.6% |
| CVX Chevron Corp. | 0.95% | 49,685 | $4.7M | Add +1.8% |
| WM Waste Management Inc. | 0.93% | 21,064 | $4.6M | Add +1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.92% | 21,520 | $4.6M | Reduce -1.5% |
| HD Home Depot Inc. | 0.91% | 27,152 | $4.5M | Add +1.6% |
| MCD McDonald's Corp. | 0.87% | 14,111 | $4.3M | Reduce -0.6% |
| NFLX Netflix Inc. | 0.85% | 45,070 | $4.2M | Add +22.3% |
| FCX Freeport-McMoran Inc. | 0.84% | 81,500 | $4.1M | New |
| WMT Walmart Inc. | 0.77% | 34,160 | $3.8M | Add +0.2% |
| ORCL Oracle Corp. | 0.71% | 17,989 | $3.5M | Add +34.2% |
| ABBV Abbvie Inc. | 0.70% | 29,492 | $3.4M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.69% | 3,170 | $3.4M | Add +10.6% |
| CRM Salesforce Inc. | 0.69% | 12,809 | $3.4M | Reduce -1.1% |
| GLD SPDR Gold Shares | 0.66% | 8,302 | $3.3M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 11,327 | $3.3M | Add +52.7% |
| UNH Unitedhealth Group Inc. | 0.64% | 9,576 | $3.2M | Add +2.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.61% | 78,458 | $3.0M | Add +0.2% |
| ECL Ecolab Inc. | 0.60% | 11,238 | $3.0M | Add +3.8% |
| MAR Marriott International Class A | 0.57% | 9,148 | $2.8M | Add +1.4% |
| ADBE Adobe Inc. | 0.57% | 8,060 | $2.8M | Add +0.1% |
| CME Cme Group Inc. | 0.57% | 10,290 | $2.8M | New |
| EMR Emerson Electric Co. | 0.56% | 20,870 | $2.8M | Add +1.8% |
| TEM Tempus AI Inc. Class A | 0.54% | 45,605 | $2.7M | Reduce -1.8% |
| QXO Qxo Inc. | 0.54% | 137,660 | $2.7M | New |
| XLK SS Technology Select Sector | 0.53% | 18,241 | $2.6M | Reduce -2.3% |
| GPC Genuine Parts Co. | 0.52% | 20,858 | $2.6M | Reduce -1.3% |
| QCOM Qualcomm Inc. | 0.52% | 24,785 | $2.6M | Add +0.5% |
| FDN First Trust DJ Internet Ind | 0.50% | 9,193 | $2.5M | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 0.50% | 3,943 | $2.5M | Add +137.4% |
| AMGN Amgen Inc. | 0.49% | 12,154 | $2.4M | Add +2.9% |
| PANW Palo Alto Networks Inc. | 0.47% | 12,741 | $2.3M | Add +1.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 20,382 | $2.2M | New |
| AFL Aflac Inc. | 0.45% | 28,805 | $2.2M | Add +4.1% |
| RDDT Reddit Inc. Class A | 0.44% | 9,573 | $2.2M | New |
| PLD Prologis Inc. | 0.44% | 17,145 | $2.2M | Add +3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 4,438 | $2.2M | Add +7.6% |
| ETN Eaton Corp. PLC | 0.43% | 6,647 | $2.1M | Add +2.3% |
| ESS Essex Property Trust Inc. | 0.42% | 7,985 | $2.1M | Add +2.1% |
| ADP Automatic Data Processing | 0.40% | 7,775 | $2.0M | Reduce -1.3% |
| ORLY O'reilly Automotive Inc. | 0.40% | 21,885 | $2.0M | Add +2.6% |
| ABT Abbott Laboratories | 0.40% | 28,698 | $2.0M | Reduce -0.6% |
| ROST Ross Stores Inc. | 0.40% | 10,976 | $2.0M | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 0.40% | 3,481 | $2.0M | Add +3.1% |
| URI United Rentals Inc. | 0.40% | 2,421 | $2.0M | Add +20.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 17,170 | $1.9M | Add +1.6% |
| IDV iShares International Select | 0.39% | 48,982 | $1.9M | Reduce -3.3% |
| MELI MercadoLibre Inc. | 0.37% | 918 | $1.8M | Add +17.2% |
| OEF iShares S&P 100 ETF | 0.36% | 5,267 | $1.8M | Reduce -6.3% |
| UBER Uber Technologies Inc. | 0.36% | 21,827 | $1.8M | Add +0.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.35% | 39,090 | $1.7M | Reduce -3.4% |
| NOW ServiceNow Inc. | 0.35% | 11,250 | $1.7M | Add +2.5% |
| FGD First Trust DJ GL Sel DVD | 0.35% | 56,556 | $1.7M | Reduce -3.1% |
| AMAT Applied Materials Inc. | 0.34% | 9,350 | $1.7M | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 6,480 | $1.7M | Add +53.0% |
| TUSI Touchstone Ultra Short Incom | 0.33% | 64,141 | $1.6M | Add +6.0% |
| BLK BlackRock Inc. | 0.32% | 1,489 | $1.6M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.32% | 21,706 | $1.6M | Reduce -2.6% |
| DOCU Docusign Inc. | 0.31% | 22,364 | $1.5M | Add +3.8% |
| DVY iShares Select Dividend ETF | 0.31% | 10,822 | $1.5M | Reduce -11.7% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 2,590 | $1.5M | Add +6.6% |
| ACN Accenture PLC Class A | 0.28% | 5,236 | $1.4M | Reduce -11.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 7,210 | $1.4M | Add +4.7% |
| CACI Caci International Inc. Class A | 0.27% | 2,540 | $1.4M | Reduce -4.7% |
| BX Blackstone Inc. | 0.27% | 8,738 | $1.3M | Add +82.7% |
| PG The Procter & Gamble Co. | 0.25% | 8,663 | $1.2M | Reduce -11.4% |
| TMFE Motley Fool Capital Efficie | 0.24% | 41,307 | $1.2M | New |
| SYK Stryker Corp. | 0.24% | 3,345 | $1.2M | Reduce -1.3% |
| MET Metlife Inc. | 0.24% | 14,873 | $1.2M | Reduce -3.8% |
| BND Vanguard Total Bond Market | 0.22% | 14,895 | $1.1M | Reduce -30.0% |
| XLY SS Consumer Disc Select Sect | 0.22% | 9,148 | $1.1M | Reduce -3.8% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 10,235 | $1.1M | Reduce -12.4% |
| IAU iShares Gold Trust | 0.21% | 12,757 | $1.0M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 7,308 | $1.0M | Reduce -9.7% |
| VXUS Vanguard Total Intl Stock | 0.20% | 13,265 | $1.0M | Add +190.1% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 18,573 | $1000K | Reduce -19.9% |
Portfolio Sells Q3 2025 → Q4 2025
| IOT Samsara Inc. Class A | Sold out | 0.00% | −8.07 |
| RPC Ridgepost Capital Inc. Class A | Sold out | 0.00% | −1.84 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -88.6% | 0.05% | −0.46 |
| WDAY Workday Inc. Class A | Reduce -87.8% | 0.06% | −0.46 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.36 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.30 |
| PGY Pagaya Technologies Ltd. Class A | Sold out | 0.00% | −0.26 |
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −0.23 |
| TEM Tempus AI Inc. Class A | Reduce -1.8% | 0.54% | −0.20 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.16 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -30.0% | 0.22% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -19.9% | 0.20% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -11.9% | 1.17% | −0.08 |
| DVYE iShares Emerging Markets Div | Sold out | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.4% | 1.28% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -38.5% | 0.11% | −0.07 |
| CDNS Cadence Design SYS Inc. | Reduce -16.9% | 0.20% | −0.07 |
| GPC Genuine Parts Co. | Reduce -1.3% | 0.52% | −0.06 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.06 |
| BA The Boeing Co. | Sold out | 0.00% | −0.06 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.05 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.40% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -11.4% | 0.25% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.04 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.04 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -11.7% | 0.31% | −0.04 |
| ITB iShares U.S. Home Constructi | Reduce -8.5% | 0.18% | −0.04 |
| FDN First Trust DJ Internet Ind | Reduce -4.9% | 0.50% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -11.1% | 0.10% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -23.9% | 0.10% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -34.2% | 0.05% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.8% | 0.32% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -12.4% | 0.22% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.40% | −0.02 |
| HON Honeywell International Inc. | Reduce -10.4% | 0.08% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -9.7% | 0.21% | −0.02 |
| EMLP First Trust North American E | Reduce -19.2% | 0.07% | −0.02 |
| MET Metlife Inc. | Reduce -3.8% | 0.24% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.7% | 0.15% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -13.2% | 0.09% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -11.4% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -5.3% | 0.12% | −0.01 |
| SYK Stryker Corp. | Reduce -1.3% | 0.24% | −0.01 |
| DBAW Xtrackers MSCI All World Ex | Reduce -16.1% | 0.09% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Reduce -16.2% | 0.08% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -12.0% | 0.10% | −0.01 |
| XLE SS Energy Select Sector | Reduce -8.4% | 0.13% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SIVR Abrdn Physical Silver Shares | Add +18.2% | 4.16% | +1.89 |
| GLDM SPDR Gold Minishares Trust | Add +4.7% | 6.65% | +1.08 |
| FCX Freeport-McMoran Inc. | New | 0.84% | +0.84 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 2.93% | +0.77 |
| VEA Vanguard Ftse Developed ETF | Add +86.1% | 1.34% | +0.67 |
| AMZN Amazon.com Inc. | Add +23.0% | 2.48% | +0.64 |
| CME Cme Group Inc. | New | 0.57% | +0.57 |
| QXO Qxo Inc. | New | 0.54% | +0.54 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.45% | +0.45 |
| RDDT Reddit Inc. Class A | New | 0.44% | +0.44 |
| AAPL Apple Inc. | Add +2.5% | 3.72% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +137.4% | 0.50% | +0.30 |
| VTI VG Morningstar TS MKT ETF-US | Add +33.4% | 0.96% | +0.27 |
| CAT Caterpillar Inc. | Add +0.2% | 1.42% | +0.26 |
| LLY Eli Lilly & Co. | Add +10.6% | 0.69% | +0.26 |
| TMFE Motley Fool Capital Efficie | New | 0.24% | +0.24 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +52.7% | 0.66% | +0.23 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +9.6% | 1.39% | +0.17 |
| V Visa Inc. Class A | Add +5.9% | 1.47% | +0.15 |
| JNJ Johnson & Johnson | Add +0.4% | 1.10% | +0.14 |
| GS Goldman Sachs Group Inc. | Add +0.0% | 1.21% | +0.14 |
| VXUS Vanguard Total Intl Stock | Add +190.1% | 0.20% | +0.14 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +1.3% | 3.73% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +53.0% | 0.34% | +0.12 |
| BX Blackstone Inc. | Add +82.7% | 0.27% | +0.11 |
| MAR Marriott International Class A | Add +1.4% | 0.57% | +0.11 |
| ISRG Intuitive Surgical Inc. | Add +3.1% | 0.40% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 2.00% | +0.10 |
| AMGN Amgen Inc. | Add +2.9% | 0.49% | +0.10 |
| MEDP Medpace Holdings Inc. | New | 0.09% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | Add +0.6% | 0.34% | +0.08 |
| SLB SLB Ltd. | Add +0.2% | 0.61% | +0.08 |
| ROST Ross Stores Inc. | Add +2.1% | 0.40% | +0.08 |
| TBBB BBB Foods Inc. Class A | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 3.50% | +0.07 |
| WMT Walmart Inc. | Add +0.2% | 0.77% | +0.07 |
| BWXT BWX Technologies Inc. | New | 0.07% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +6.6% | 0.30% | +0.07 |
| PLD Prologis Inc. | Add +3.5% | 0.44% | +0.07 |
| MA Mastercard Inc. Class A | Add +67.3% | 0.16% | +0.07 |
| AXON Axon Enterprise Inc. | New | 0.06% | +0.06 |
| AER Aercap Holdings NV | New | 0.06% | +0.06 |
| TSCO Tractor Supply Company | New | 0.05% | +0.05 |
| RACE Ferrari NV | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +37.8% | 0.17% | +0.05 |
| NNI Nelnet Inc. Class A | New | 0.05% | +0.05 |
| WINA Winmark Corp. | New | 0.05% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.6% | 0.44% | +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 |