Clear-Creek-Financial-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  null,
  "ENVX",
  "MPWR",
  "GDX",
  "NTR",
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  null,
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  null,
  "ASML",
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  null,
  "AWF",
  "CAT",
  "AVDE",
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  null,
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  null,
  null,
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  null,
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  null,
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  "NICE",
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  null,
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  "RXRX",
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  null,
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  "FAX",
  "GILD",
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  null,
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  "ETHW",
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  null,
  null,
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  null,
  null,
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  null,
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  "MCD",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FTS",
  null,
  "EVV",
  null,
  null,
  "FT",
  null,
  "FEMY",
  "QCOM",
  null,
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  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
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  "IDA",
  null,
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  null,
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  null,
  "META",
  null,
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  null,
  "LOMA",
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  "HEFA",
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  null,
  null,
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  null,
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  "IONQ",
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  null,
  null,
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  "BBUS",
  "PGZ",
  null,
  "KMI",
  "LHX",
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  null,
  null,
  null,
  "HNW",
  null,
  null,
  "PWR",
  "MA",
  null,
  null,
  null,
  "MDT",
  null,
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  null,
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  "GE",
  null,
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  null,
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  null,
  "ORLY",
  "WIW",
  "ADM",
  "SMR",
  "BX",
  "AMP",
  "DG",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VGIT",
  null,
  null,
  "VHT",
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  null,
  "EEM",
  null,
  "IWF",
  null,
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  "PYPL",
  "PEP",
  null,
  "VGSH",
  "DNP",
  "IEMG",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "MDB",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  "PPG",
  "TMDX",
  "EM",
  null,
  "IEFA",
  null,
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  null,
  "SCHX",
  null,
  null,
  "SHOP",
  "ROP",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
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  "SPYG",
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  "AMT",
  null,
  "SPLG",
  null,
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  null,
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "HL",
  "SOUN",
  "VOE",
  "BANR",
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  "VWO",
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  "NSA",
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  "SBAC",
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  "VIG",
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  "TTE",
  "ULTA",
  "IWO",
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  "PATH",
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  "GPN",
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  "VYM",
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  "MGC",
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  "NFG",
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  "FI",
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  "AJG",
  "WM",
  "IWR",
  "AEP",
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  "GTY",
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  "KNF",
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  "VGT",
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  "MGK",
  null,
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  "MGV",
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  "BND",
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  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
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  null,
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  "XYL",
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  "NXST",
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  null,
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  "S",
  "DIA",
  null,
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  null,
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  "IXUS",
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  "ZION",
  null,
  null,
  null,
  null,
  "MELI",
  "OLED",
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  null,
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  "SPYV",
  null,
  null,
  "ESGU",
  null,
  null,
  null,
  "PAYC",
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  null,
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  null,
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  "CCL",
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  "CELH",
  "CVX",
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  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
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  "DE",
  "DXCM",
  null,
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  "DFS",
  "DLR",
  "RSP",
  "IJJ",
  "EFA",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 519
Total Value: 964655821
Accession Number: 0001085146-25-002379
Form Type: 13F-HR
CIK: clear-creek-financial-management
Manager Name: Clear-Creek-Financial-Management

Data Enrichment

57% identified

298 identified221 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

519 positions • $964,655.821K total value

519 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 26

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National Storage Affiliates Trust

NSA|637870106

Shares:23.6K

Value:$929.4K

921937835

BND|921937835

Shares:12.6K

Value:$928.8K

33740F755

Shares:31.1K

Value:$924.4K

AbbVie Inc.

ABBV|00287Y109

Shares:4.4K

Value:$918.5K

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:4.3K

Value:$913.1K

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.7K

Value:$909.9K

464289446

Shares:6.5K

Value:$898.0K

72201R833

Shares:8.8K

Value:$889.1K

33740U836

Shares:33.5K

Value:$887.8K

QUANTA SERVICES, INC.

PWR|74762E102

Shares:3.5K

Value:$880.1K

464288810

Shares:14.6K

Value:$877.4K

EOG RESOURCES INC

EOG|26875P101

Shares:6.8K

Value:$875.4K

COCA COLA CO

KO|191216100

Shares:12.2K

Value:$871.9K

NICE Ltd.

NICE|653656108

Shares:5.6K

Value:$866.9K

SOUTHERN CO

SO|842587107

Shares:9.3K

Value:$855.7K

Eaton Corp plc

ETN|G29183103

Shares:3.1K

Value:$850.8K

SRH Total Return Fund, Inc.

STEW|101507101

Shares:48.7K

Value:$840.1K

46434G764

EMXC|46434G764

Shares:15.2K

Value:$839.8K

921910816

MGK|921910816

Shares:2.7K

Value:$838.9K

72201R866

Shares:16.2K

Value:$833.8K

Instrument	Shares		Other Manager	Value
National Storage Affiliates Trust(NSAcusip637870106)	23.6K	QoQ +4.62% (+1.0K) YoY +6.37% (+1.4K)	All Managers (Combined)	$929.4K	QoQ +8.73% (+$74.6K) YoY +7.02% (+$61.0K)
(BNDcusip921937835)	12.6K	QoQ -36.86% (-7.4K) YoY -60.48% (-19.4K)	All Managers (Combined)	$928.8K	QoQ -35.51% (-$511.6K) YoY -60.04% (-$1.4M)
(cusip33740F755)✕	31.1K	QoQ -8.94% (-3.1K) YoY -14.06% (-5.1K)	All Managers (Combined)	$924.4K	QoQ -11.27% (-$117.5K) YoY -8.46% (-$85.5K)
AbbVie Inc.(ABBVcusip00287Y109)	4.4K	QoQ +12.29% (+480) YoY +40.60% (+1.3K)	All Managers (Combined)	$918.5K	QoQ +32.40% (+$224.8K) YoY +61.75% (+$350.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$913.1K	QoQ NEW(+$913.1K) YoY NEW(+$913.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.7K	QoQ +9.65% (+153) YoY +21.63% (+309)	All Managers (Combined)	$909.9K	QoQ +13.52% (+$108.4K) YoY +28.80% (+$203.5K)
(cusip464289446)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$898.0K	QoQ NEW(+$898.0K) YoY NEW(+$898.0K)
(cusip72201R833)✕	8.8K	QoQ -15.99% (-1.7K) YoY +217.27% (+6.1K)	All Managers (Combined)	$889.1K	QoQ -15.85% (-$167.5K) YoY +217.51% (+$609.1K)
(cusip33740U836)✕	33.5K	QoQ -1.19% (-405) YoY -3.81% (-1.3K)	All Managers (Combined)	$887.8K	QoQ -5.27% (-$49.4K) YoY +2.13% (-$18.6K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	3.5K	QoQ +23.81% (-666) YoY +315.10% (+2.6K)	All Managers (Combined)	$880.1K	QoQ -0.41% (-$3.7K) YoY +306.11% (+$663.4K)
(cusip464288810)✕	14.6K	QoQ -13.51% (-2.3K) YoY -20.60% (-3.8K)	All Managers (Combined)	$877.4K	QoQ -10.79% (-$106.1K) YoY -18.43% (-$198.3K)
EOG RESOURCES INC(EOGcusip26875P101)	6.8K	QoQ +0.57% (+39) YoY +13.93% (+835)	All Managers (Combined)	$875.4K	QoQ +5.22% (+$43.4K) YoY +14.29% (+$109.5K)
COCA COLA CO(KOcusip191216100)	12.2K	QoQ +2.58% (+306) YoY -0.75% (-92)	All Managers (Combined)	$871.9K	QoQ +18.08% (+$133.6K) YoY +16.18% (-$121.5K)
NICE Ltd.(NICEcusip653656108)	5.6K	QoQ +30.67% (+1.3K) YoY NEW(+5.6K)	All Managers (Combined)	$866.9K	QoQ +18.61% (+$136.1K) YoY NEW(+$866.9K)
SOUTHERN CO(SOcusip842587107)	9.3K	QoQ -1.98% (-188) YoY +5.34% (+472)	All Managers (Combined)	$855.7K	QoQ +9.48% (-$74.2K) YoY +35.02% (+$222.0K)
Eaton Corp plc(ETNcusipG29183103)	3.1K	QoQ +13.69% (-377) YoY +179.96% (+2.0K)	All Managers (Combined)	$850.8K	QoQ -6.87% (-$62.8K) YoY +143.38% (+$501.3K)
SRH Total Return Fund, Inc.(STEWcusip101507101)	48.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$840.1K	QoQ +7.67% (+$59.9K) YoY +14.54% (+$106.7K)
(EMXCcusip46434G764)	15.2K	QoQ -8.65% (-1.4K) YoY +44.32% (+4.7K)	All Managers (Combined)	$839.8K	QoQ -9.24% (-$85.6K) YoY +38.11% (+$231.7K)
(MGKcusip921910816)	2.7K	QoQ +52.84% (+939) YoY NEW(+2.7K)	All Managers (Combined)	$838.9K	QoQ +37.47% (+$228.7K) YoY NEW(+$838.9K)
(cusip72201R866)✕	16.2K	QoQ +112.70% (+8.6K) YoY +105.01% (+8.3K)	All Managers (Combined)	$833.8K	QoQ +111.96% (+$440.4K) YoY +101.41% (+$419.8K)