Clear-Creek-Financial-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  "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 • $964.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 26

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33740F599

Shares:12.6K

Value:$532.9K

% of Portfolio:0.1% ($532.9K/$964.7M)

25434V799

Shares:19.2K

Value:$531.9K

% of Portfolio:0.1% ($531.9K/$964.7M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:15.5K

Value:$528.3K

% of Portfolio:0.1% ($528.3K/$964.7M)

46429B747

Shares:5.0K

Value:$520.6K

% of Portfolio:0.1% ($520.6K/$964.7M)

464287457

Shares:6.2K

Value:$515.7K

% of Portfolio:0.1% ($515.7K/$964.7M)

92189F676

Shares:2.4K

Value:$510.5K

% of Portfolio:0.1% ($510.5K/$964.7M)

INTUIT INC.

INTU|461202103

Shares:822

Value:$504.7K

% of Portfolio:0.1% ($504.7K/$964.7M)

98149E303

Shares:8.1K

Value:$501.2K

% of Portfolio:0.1% ($501.2K/$964.7M)

33740F839

Shares:11.9K

Value:$498.7K

% of Portfolio:0.1% ($498.7K/$964.7M)

33740F698

Shares:12.1K

Value:$493.3K

% of Portfolio:0.1% ($493.3K/$964.7M)

26923N108

Shares:11.5K

Value:$493.1K

% of Portfolio:0.1% ($493.1K/$964.7M)

33740U570

Shares:15.7K

Value:$492.1K

% of Portfolio:0.1% ($492.1K/$964.7M)

69374H873

Shares:15.3K

Value:$480.6K

% of Portfolio:0.0% ($480.6K/$964.7M)

46438G570

Shares:20.0K

Value:$476.8K

% of Portfolio:0.0% ($476.8K/$964.7M)

00214Q104

Shares:10.0K

Value:$476.4K

% of Portfolio:0.0% ($476.4K/$964.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.1K

Value:$476.0K

% of Portfolio:0.0% ($476.0K/$964.7M)

Zscaler, Inc.

ZS|98980G102

Shares:2.4K

Value:$473.4K

% of Portfolio:0.0% ($473.4K/$964.7M)

33740U505

Shares:10.9K

Value:$472.7K

% of Portfolio:0.0% ($472.7K/$964.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.4K

Value:$472.4K

% of Portfolio:0.0% ($472.4K/$964.7M)

922908611

VBR|922908611

Shares:2.5K

Value:$469.7K

% of Portfolio:0.0% ($469.7K/$964.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F599)✕	12.6K	QoQ -22.88% (-3.7K) YoY NEW(+12.6K)	All Managers (Combined)	$532.9K	0.1% ($532.9K/$964.7M)	QoQ -24.79% (-$175.6K) YoY NEW(+$532.9K)
(cusip25434V799)✕	19.2K	QoQ NEW(+19.2K) YoY NEW(+19.2K)	All Managers (Combined)	$531.9K	0.1% ($531.9K/$964.7M)	QoQ NEW(+$531.9K) YoY NEW(+$531.9K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	15.5K	QoQ +48.13% (+5.0K) YoY +90.08% (+7.3K)	All Managers (Combined)	$528.3K	0.1% ($528.3K/$964.7M)	QoQ +61.27% (+$200.7K) YoY +122.40% (+$290.7K)
(cusip46429B747)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$520.6K	0.1% ($520.6K/$964.7M)	QoQ NEW(+$520.6K) YoY NEW(+$520.6K)
(cusip464287457)✕	6.2K	QoQ -45.06% (-5.1K) YoY -58.49% (-8.8K)	All Managers (Combined)	$515.7K	0.1% ($515.7K/$964.7M)	QoQ -44.56% (-$414.5K) YoY -58.01% (-$712.6K)
(cusip92189F676)✕	2.4K	QoQ -42.78% (-1.8K) YoY -32.51% (-1.2K)	All Managers (Combined)	$510.5K	0.1% ($510.5K/$964.7M)	QoQ -50.03% (-$511.2K) YoY -36.56% (-$294.3K)
INTUIT INC.(INTUcusip461202103)	822	QoQ +4.71% (+37) YoY +14.16% (+102)	All Managers (Combined)	$504.7K	0.1% ($504.7K/$964.7M)	QoQ +2.25% (+$11.1K) YoY +7.79% (+$36.5K)
(cusip98149E303)✕	8.1K	QoQ +86.58% (+3.8K) YoY NEW(+8.1K)	All Managers (Combined)	$501.2K	0.1% ($501.2K/$964.7M)	QoQ +122.12% (+$275.5K) YoY NEW(+$501.2K)
(cusip33740F839)✕	11.9K	QoQ +2.27% (+265) YoY -68.14% (-25.5K)	All Managers (Combined)	$498.7K	0.1% ($498.7K/$964.7M)	QoQ +0.01% (+$65) YoY -66.94% (-$1.0M)
(cusip33740F698)✕	12.1K	QoQ -16.90% (-2.5K) YoY -45.39% (-10.0K)	All Managers (Combined)	$493.3K	0.1% ($493.3K/$964.7M)	QoQ -19.03% (-$116.0K) YoY -42.25% (-$360.9K)
(cusip26923N108)✕	11.5K	QoQ +8.21% (+874) YoY +27.61% (+2.5K)	All Managers (Combined)	$493.1K	0.1% ($493.1K/$964.7M)	QoQ +5.99% (+$27.9K) YoY +35.01% (+$127.9K)
(cusip33740U570)✕	15.7K	QoQ +0.73% (+114) YoY NEW(+15.7K)	All Managers (Combined)	$492.1K	0.1% ($492.1K/$964.7M)	QoQ +0.29% (+$1.4K) YoY NEW(+$492.1K)
(cusip69374H873)✕	15.3K	QoQ -0.97% (-151) YoY NEW(+15.3K)	All Managers (Combined)	$480.6K	0.0% ($480.6K/$964.7M)	QoQ +6.55% (-$29.6K) YoY NEW(+$480.6K)
(cusip46438G570)✕	20.0K	QoQ +14.76% (+2.6K) YoY NEW(+20.0K)	All Managers (Combined)	$476.8K	0.0% ($476.8K/$964.7M)	QoQ +4.90% (+$22.3K) YoY NEW(+$476.8K)
(cusip00214Q104)✕	10.0K	QoQ -5.48% (-581) YoY -29.40% (-4.2K)	All Managers (Combined)	$476.4K	0.0% ($476.4K/$964.7M)	QoQ -20.78% (-$125.0K) YoY -32.93% (-$233.9K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.1K	QoQ +16.85% (+447) YoY +55.33% (+1.1K)	All Managers (Combined)	$476.0K	0.0% ($476.0K/$964.7M)	QoQ +16.84% (+$68.6K) YoY +48.49% (+$155.5K)
Zscaler, Inc.(ZScusip98980G102)	2.4K	QoQ +5.52% (+125) YoY NEW(+2.4K)	All Managers (Combined)	$473.4K	0.0% ($473.4K/$964.7M)	QoQ +16.06% (+$65.5K) YoY NEW(+$473.4K)
(cusip33740U505)✕	10.9K	QoQ +31.35% (+2.6K) YoY NEW(+10.9K)	All Managers (Combined)	$472.7K	0.0% ($472.7K/$964.7M)	QoQ +27.90% (+$103.1K) YoY NEW(+$472.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.4K	QoQ +4.42% (+100) YoY NEW(+2.4K)	All Managers (Combined)	$472.4K	0.0% ($472.4K/$964.7M)	QoQ +25.33% (+$95.5K) YoY NEW(+$472.4K)
(VBRcusip922908611)	2.5K	QoQ +25.92% (+519) YoY +103.14% (+1.3K)	All Managers (Combined)	$469.7K	0.0% ($469.7K/$964.7M)	QoQ +18.39% (+$73.0K) YoY +97.27% (+$231.6K)