Funds · 13F filer · San Francisco, CA

Mission Creek Capital Partners, Inc.

$568.9M in 231 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+14.7%S&P 500 +20.9%
3y return+66.2%S&P 500 +68.5%
5y return+36.3%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2019: $234 against $232 in the S&P 500.2

Mission Creek Capital Partners, Inc.S&P 500 (SPY)
$80$100$23420192026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
GLDMWorld Gold Tr$30.4M5.3%
AAPLApple Inc$19.3M3.4%+2.1%
BRK/BBerkshire Hathaway Inc Del$18.3M3.2%+5.9%
NVDANvidia Corporation$17.1M3.0%−8.5%
GOOGAlphabet Inc$16.6M2.9%+1.1%
MSFTMicrosoft Corp$16.2M2.8%+14.8%
AMZNAmazon Com Inc$13.0M2.3%
SPYState Str Spdr S&p 500 Etf T$12.5M2.2%
AVGOBroadcom Inc$12.2M2.2%−3.3%
CATCaterpillar Inc$11.7M2.1%+5.1%
SIVRAbrdn Silver Etf Trust$10.6M1.9%−26.2%
SCHXSchwab Strategic Tr$10.3M1.8%+67.4%
VEAVanguard Tax-managed Fds$9.0M1.6%+12.9%
JPMJpmorgan Chase & Co$8.2M1.4%+7.0%
IJHIshares Tr$8.2M1.4%
MRVLMarvell Technology Inc$8.0M1.4%
JNJJohnson & Johnson$8.0M1.4%+9.0%
METAMeta Platforms Inc$7.8M1.4%+3.8%
VVisa Inc$7.6M1.3%+4.6%
IVVIshares Tr$7.6M1.3%−2.7%
QQQInvesco Qqq Tr$7.6M1.3%
GOOGLAlphabet Inc$7.3M1.3%+2.4%
Eaton Corp PLCCUSIP G29183103$7.1M1.2%+10.1%
EFAVIshares Tr$7.0M1.2%
COSTCostco Wholesale Corporation$7.0M1.2%+11.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationJune 30, 2020+2006.7%$17.1M
AVGOBroadcom IncJune 30, 2020+1096.9%$12.2M
CATCaterpillar IncSeptember 30, 2020+614.0%$11.7M
GOOGLAlphabet IncJune 30, 2020+404.0%$7.3M
GOOGAlphabet IncJune 30, 2020+399.9%$16.6M
AMATApplied Matls IncMarch 31, 2024+250.6%$6.7M
JPMJpmorgan Chase & CoJune 30, 2020+248.0%$8.2M
AAPLApple IncJune 30, 2020+217.3%$19.3M
COSTCostco Wholesale CorporationJune 30, 2020+208.5%$7.0M
QQQInvesco Qqq TrJune 30, 2020+197.4%$7.6M

Sold off last quarter

  • Exxon Mobil CorpCUSIP 30231G102 was $4.1M
  • QXOQxo Inc was $2.7M
  • ICEIntercontinental Exchange In was $1.9M
  • DEDeere & Co was $1.6M
  • Bbb Foods IncCUSIP G0896C103 was $547K
  • Honeywell Intl IncCUSIP 438516106 was $502K
  • Accenture PLC IrelandCUSIP G1151C101 was $463K
  • WINAWinmark Corp was $389K
  • Aercap Holdings NvCUSIP N00985106 was $379K
  • NKENike Inc was $365K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+7.6%+14.8%
March 31, 2026−2.5%−4.6%
December 31, 2025+2.4%+2.4%
September 30, 2025+6.7%+7.8%
June 30, 2025+10.8%+10.5%
March 31, 2025−2.0%−4.6%
December 31, 2024+3.8%+2.1%
September 30, 2024+3.7%+5.4%
June 30, 2024+1.1%+4.0%
March 31, 2024+14.7%+10.0%
December 31, 2023+10.2%+11.2%
September 30, 2023−3.0%−3.6%
June 30, 2023+5.3%+8.3%
March 31, 2023+5.3%+7.0%
December 31, 2022+8.3%+7.1%
September 30, 2022−6.1%−5.3%
June 30, 2022−17.2%−16.5%
March 31, 2022−12.8%−4.9%
December 31, 2021+0.3%+10.7%
September 30, 2021+0.6%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1801583
  2. 2
    Filed August 14, 2026 · accession 0001214659-26-010397