Mission Creek Capital Partners, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Mission Creek Capital Partners, Inc. reported 219 stock positions worth $501.3 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 7.1% of the portfolio, followed by Abrdn Physical Silver Shares (SIVR, 3.6%) and Berkshire Hathaway Class B (BRK.B, 3.3%). Compared with Q4 2025, it opened 29 new positions, sold out of 20, added to 92 and reduced 77. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale Goldman Sachs (GS, shares −43%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001801583
Portfolio Value
$501.3M (Q1 2026)
SEC Filing
0001214659-26-006196 ↗ filed May 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $384.4M Q1 2024 Q2 2024: $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 $501.3M Q1 2026 Q2 2026: $568.9M Q2 2026

Holdings 219 stocks · $501.3M

GLDM SPDR Gold Minishares Trust 7.10% 383,975 $35.6M Reduce -0.5%
SIVR Abrdn Physical Silver Shares 3.64% 254,683 $18.2M Reduce -16.3%
BRK.B Berkshire Hathaway Inc. Class B 3.31% 34,611 $16.6M Add +0.3%
AAPL Apple Inc. 3.29% 82,934 $16.5M Reduce -3.3%
NVDA Nvidia Corp. 3.24% 93,143 $16.2M Reduce -6.0%
MSFT Microsoft Corp. 2.79% 37,847 $14.0M Add +35.3%
GOOG Alphabet Inc. Class C 2.66% 46,516 $13.3M Add +0.7%
AMZN Amazon.com Inc. 2.26% 59,033 $11.3M Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.18% 16,772 $10.9M Reduce -2.4%
AVGO Broadcom Inc. 2.07% 33,526 $10.4M Reduce -0.9%
META Meta Platforms Inc. Class A 1.51% 13,273 $7.6M Add +31.3%
CAT Caterpillar Inc. 1.48% 10,499 $7.4M Reduce -14.2%
EFAV iShares MSCI Eafe Min Vol Fa 1.44% 79,221 $7.2M Reduce -0.8%
IJH iShares Core S&P Midcap ETF 1.43% 105,981 $7.2M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 1.42% 111,449 $7.1M Add +4.7%
JNJ Johnson & Johnson 1.38% 34,843 $6.9M Add +5.7%
IVV iShares Core S&P 500 ETF 1.36% 10,451 $6.8M Reduce -1.1%
COST Costco Wholesale Corp. 1.33% 6,695 $6.7M Add +1.4%
CVX Chevron Corp. 1.30% 50,525 $6.5M Add +1.7%
JPM JPMorgan Chase & Co. 1.29% 43,030 $6.5M Reduce -17.0%
V Visa Inc. Class A 1.28% 21,225 $6.4M Add +2.1%
QQQ Invesco QQQ Trust Series 1 1.20% 10,378 $6.0M Add +0.9%
GOOGL Alphabet Inc. Class A 1.15% 20,054 $5.8M Add +1.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 1.11% 11,972 $5.5M Reduce -0.5%
ETN Eaton Corp. PLC 1.07% 15,063 $5.4M Add +126.6%
WM Waste Management Inc. 0.97% 21,258 $4.9M Add +0.9%
FCX Freeport-McMoran Inc. 0.97% 82,671 $4.9M Add +1.4%
CME Cme Group Inc. 0.96% 16,247 $4.8M Add +57.9%
SCHX Schwab US Large-Cap ETF 0.95% 243,015 $4.8M Add +195.9%
VTI VG Morningstar TS MKT ETF-US 0.94% 14,654 $4.7M Add +2.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.93% 21,515 $4.7M Reduce -0.0%
VRT Vertiv Holdings Co. Class A 0.93% 18,535 $4.6M New
ANET Arista Networks Inc. 0.91% 37,088 $4.6M New
WMT Walmart Inc. 0.89% 35,790 $4.4M Add +4.8%
XOM Exxon Mobil Corp. 0.82% 32,867 $4.1M Add +51.4%
EWJ iShares MSCI Japan ETF 0.76% 44,959 $3.8M Add +1251.3%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.74% 123,419 $3.7M New
GLD SPDR Gold Shares 0.71% 8,237 $3.5M Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.71% 12,319 $3.5M Add +8.8%
PWR Quanta Services Inc. 0.69% 6,317 $3.5M New
CEG Constellation Energy 0.69% 12,346 $3.4M New
LLY Eli Lilly & Co. 0.67% 3,666 $3.4M Add +15.7%
ILF iShares Latin America 40 ETF 0.67% 94,377 $3.4M New
LIN Linde PLC 0.67% 6,760 $3.4M Add +596.9%
NEE Nextera Energy Inc. 0.67% 36,002 $3.3M New
CTVA Corteva Inc. 0.64% 38,614 $3.2M New
AMAT Applied Materials Inc. 0.61% 11,673 $3.1M Add +24.8%
ECL Ecolab Inc. 0.61% 11,455 $3.0M Add +1.9%
AMGN Amgen Inc. 0.56% 12,744 $2.8M Add +4.8%
JCI Johnson Controls Internation 0.54% 26,209 $2.7M New
QXO Qxo Inc. 0.54% 138,865 $2.7M Add +0.9%
MRVL Marvell Technology Inc. 0.53% 26,685 $2.6M New
VOO Vanguard S&P 500 ETF 0.51% 4,289 $2.6M Add +8.8%
SHV iShares 0-1 Year Treasury Bo 0.49% 22,425 $2.5M Add +10.0%
XLK SS Technology Select Sector 0.48% 18,241 $2.4M No change
AFL Aflac Inc. 0.46% 29,867 $2.3M Add +3.7%
PH Parker Hannifin Corp. 0.46% 2,576 $2.3M Add +513.3%
PLD Prologis Inc. 0.45% 17,086 $2.3M Reduce -0.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.44% 1,687 $2.2M Add +359.7%
HUBB Hubbell Inc. 0.44% 4,528 $2.2M New
FDN First Trust DJ Internet Ind 0.43% 9,193 $2.2M No change
ISRG Intuitive Surgical Inc. 0.41% 4,513 $2.1M Add +29.6%
UNP Union Pacific Corp. 0.41% 8,530 $2.1M Add +556.1%
TMO Thermo Fisher Scientific Inc. 0.41% 4,155 $2.0M Add +60.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.38% 4,414 $1.9M Reduce -0.5%
IDV iShares International Select 0.38% 44,828 $1.9M Reduce -8.5%
ONTO Onto Innovation Inc. 0.38% 9,255 $1.9M New
ICE Intercontinental Exchange Inc. 0.38% 12,034 $1.9M New
VB Vanguard Most SM-Cap ETF-Usd 0.37% 6,996 $1.8M Add +8.0%
MAR Marriott International Class A 0.36% 5,559 $1.8M Reduce -39.2%
CMI Cummins Inc. 0.36% 3,377 $1.8M New
ABT Abbott Laboratories 0.36% 30,470 $1.8M Add +6.2%
FDL First Trust Morn DVD Lead Inc. 0.34% 33,921 $1.7M Reduce -13.2%
MELI MercadoLibre Inc. 0.34% 990 $1.7M Add +7.8%
OEF iShares S&P 100 ETF 0.33% 5,227 $1.7M Reduce -0.8%
CCJ Cameco Corp. 0.33% 15,305 $1.7M New
HD Home Depot Inc. 0.32% 18,975 $1.6M Reduce -30.1%
DVY iShares Select Dividend ETF 0.32% 10,668 $1.6M Reduce -1.4%
DE Deere & Co. 0.32% 4,725 $1.6M New
SCHF Schwab Intl Equity ETF 0.32% 75,556 $1.6M Add +171.2%
FGD First Trust DJ GL Sel DVD 0.31% 48,187 $1.5M Reduce -14.8%
MCD McDonald's Corp. 0.30% 4,916 $1.5M Reduce -65.2%
ROST Ross Stores Inc. 0.30% 7,050 $1.5M Reduce -35.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 13,752 $1.5M Reduce -19.9%
QCOM Qualcomm Inc. 0.29% 21,195 $1.5M Reduce -14.5%
TMFE Motley Fool Capital Efficie 0.29% 53,471 $1.5M Add +29.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.29% 7,339 $1.4M Add +1.8%
BLK BlackRock Inc. 0.28% 1,458 $1.4M Reduce -2.1%
INTU Intuit Inc. 0.27% 3,127 $1.4M Reduce -56.4%
VXUS Vanguard Total Intl Stock 0.24% 15,821 $1.2M Add +19.3%
ADP Automatic Data Processing 0.24% 6,004 $1.2M Reduce -22.8%
ABBV Abbvie Inc. 0.24% 19,953 $1.2M Reduce -32.3%
GE General Electric filed as GE AEROSPACE 0.23% 18,293 $1.2M Add +6.6%
CACI Caci International Inc. Class A 0.23% 2,140 $1.2M Reduce -15.8%
IAU iShares Gold Trust 0.22% 12,757 $1.1M No change
TUSI Touchstone Ultra Short Incom 0.22% 44,317 $1.1M Reduce -30.9%
PANW Palo Alto Networks Inc. 0.22% 6,896 $1.1M Reduce -45.9%
RTX RTX Corp. 0.21% 7,752 $1.1M Add +19.7%
SLB SLB Ltd. filed as SLB LIMITED 0.20% 19,967 $1.0M Reduce -74.5%
XLP SS Consumer Staples Sel Sect 0.20% 12,477 $1.0M Add +2.9%

Show all 219 holdings

Portfolio Sells Q4 2025 → Q1 2026

GS Goldman Sachs Group Inc. Reduce -42.6% 0.19% −1.02
JPM JPMorgan Chase & Co. Reduce -17.0% 1.29% −0.71
INTU Intuit Inc. Reduce -56.4% 0.27% −0.69
NFLX Netflix Inc. Reduce -79.2% 0.18% −0.67
ORCL Oracle Corp. Reduce -87.3% 0.07% −0.64
CRM Salesforce Inc. Reduce -88.5% 0.05% −0.63
HD Home Depot Inc. Reduce -30.1% 0.32% −0.59
ADBE Adobe Inc. Sold out 0.00% −0.57
MCD McDonald's Corp. Reduce -65.2% 0.30% −0.57
UNH Unitedhealth Group Inc. Reduce -85.4% 0.08% −0.56
SIVR Abrdn Physical Silver Shares Reduce -16.3% 3.64% −0.52
EMR Emerson Electric Co. Reduce -91.9% 0.04% −0.52
NVDA Nvidia Corp. Reduce -6.0% 3.24% −0.49
TEM Tempus AI Inc. Class A Reduce -86.4% 0.06% −0.49
ABBV Abbvie Inc. Reduce -32.3% 0.24% −0.46
RDDT Reddit Inc. Class A Sold out 0.00% −0.44
AAPL Apple Inc. Reduce -3.3% 3.29% −0.43
ESS Essex Property Trust Inc. Sold out 0.00% −0.42
SLB SLB Ltd. Reduce -74.5% 0.20% −0.40
URI United Rentals Inc. Sold out 0.00% −0.40
UBER Uber Technologies Inc. Sold out 0.00% −0.36
GPC Genuine Parts Co. Reduce -62.1% 0.17% −0.35
NOW ServiceNow Inc. Sold out 0.00% −0.35
ORLY O'reilly Automotive Inc. Reduce -84.1% 0.06% −0.34
DOCU Docusign Inc. Sold out 0.00% −0.31
AVGO Broadcom Inc. Reduce -0.9% 2.07% −0.29
BX Blackstone Inc. Sold out 0.00% −0.27
PANW Palo Alto Networks Inc. Reduce -45.9% 0.22% −0.25
QCOM Qualcomm Inc. Reduce -14.5% 0.29% −0.22
MAR Marriott International Class A Reduce -39.2% 0.36% −0.21
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.20
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.20
ACN Accenture PLC Class A Reduce -55.4% 0.09% −0.19
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.4% 2.18% −0.19
ABNB Airbnb Inc. Class A Sold out 0.00% −0.18
ADP Automatic Data Processing Reduce -22.8% 0.24% −0.16
PG The Procter & Gamble Co. Reduce -55.6% 0.11% −0.14
RY Royal Bank of Canada Sold out 0.00% −0.12
TUSI Touchstone Ultra Short Incom Reduce -30.9% 0.22% −0.10
IVV iShares Core S&P 500 ETF Reduce -1.1% 1.36% −0.10
TJX TJX Companies Inc. Reduce -19.9% 0.29% −0.10
ROST Ross Stores Inc. Reduce -35.8% 0.30% −0.09
MET Metlife Inc. Reduce -30.9% 0.14% −0.09
PAYX Paychex Inc. Sold out 0.00% −0.09
IGV iShares Expanded Tech-Softwa Sold out 0.00% −0.06
EMB iShares JP Morgan Usd Emergi Sold out 0.00% −0.06
DIA SS SPDR Dow Jones Indus Avg Reduce -0.5% 1.11% −0.06
WDAY Workday Inc. Class A Sold out 0.00% −0.06
BFAM Bright Horizons Family Solut Sold out 0.00% −0.06
SYK Stryker Corp. Reduce -17.2% 0.18% −0.06

Portfolio Buys Q4 2025 → Q1 2026

VRT Vertiv Holdings Co. Class A New 0.93% +0.93
ANET Arista Networks Inc. New 0.91% +0.91
SCHX Schwab US Large-Cap ETF Add +195.9% 0.95% +0.82
DBMF Imgp Dbi MFT STR ETF-Usd Inc. New 0.74% +0.74
EWJ iShares MSCI Japan ETF Add +1251.3% 0.76% +0.70
PWR Quanta Services Inc. New 0.69% +0.69
CEG Constellation Energy New 0.69% +0.69
ILF iShares Latin America 40 ETF New 0.67% +0.67
NEE Nextera Energy Inc. New 0.67% +0.67
ETN Eaton Corp. PLC Add +126.6% 1.07% +0.65
CTVA Corteva Inc. New 0.64% +0.64
LIN Linde PLC Add +596.9% 0.67% +0.59
JCI Johnson Controls Internation New 0.54% +0.54
MRVL Marvell Technology Inc. New 0.53% +0.53
XOM Exxon Mobil Corp. Add +51.4% 0.82% +0.50
HUBB Hubbell Inc. New 0.44% +0.44
CME Cme Group Inc. Add +57.9% 0.96% +0.39
PH Parker Hannifin Corp. Add +513.3% 0.46% +0.39
ONTO Onto Innovation Inc. New 0.38% +0.38
ICE Intercontinental Exchange Inc. New 0.38% +0.38
ASML ASML Holding NV-NY Reg SHS Add +359.7% 0.44% +0.37
CMI Cummins Inc. New 0.36% +0.36
CVX Chevron Corp. Add +1.7% 1.30% +0.36
UNP Union Pacific Corp. Add +556.1% 0.41% +0.35
CCJ Cameco Corp. New 0.33% +0.33
DE Deere & Co. New 0.32% +0.32
JNJ Johnson & Johnson Add +5.7% 1.38% +0.28
AMAT Applied Materials Inc. Add +24.8% 0.61% +0.27
SCHF Schwab Intl Equity ETF Add +171.2% 0.32% +0.24
COST Costco Wholesale Corp. Add +1.4% 1.33% +0.18
META Meta Platforms Inc. Class A Add +31.3% 1.51% +0.17
SCHA Schwab US Small-Cap ETF Add +166.9% 0.16% +0.15
FCX Freeport-McMoran Inc. Add +1.4% 0.97% +0.13
WMT Walmart Inc. Add +4.8% 0.89% +0.12
TMO Thermo Fisher Scientific Inc. Add +60.4% 0.41% +0.10
CBLL Ceribell Inc. New 0.08% +0.08
MRK Merck & Co. Inc. New 0.08% +0.08
VEA Vanguard Ftse Developed ETF Add +4.7% 1.42% +0.08
SCHM Schwab US Mid Cap ETF Add +105.7% 0.12% +0.07
AMGN Amgen Inc. Add +4.8% 0.56% +0.07
TPL Texas Pacific Land Corp. New 0.07% +0.07
COP Conocophillips New 0.07% +0.07
MSFT Microsoft Corp. Add +35.3% 2.79% +0.06
SCHW Schwab (charles) Corp. Add +87.4% 0.14% +0.06
BWXT BWX Technologies Inc. Add +52.5% 0.13% +0.06
BA The Boeing Co. New 0.06% +0.06
INTC Intel Corp. New 0.06% +0.06
RTX RTX Corp. Add +19.7% 0.21% +0.06
XLE SS Energy Select Sector Add +2.3% 0.19% +0.05
TRV The Travelers Cos Inc. New 0.05% +0.05

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