Creekmur-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PKST",
  "SE",
  "ARES",
  "FPI",
  null,
  "KTOS",
  null,
  "GDX",
  "POOL",
  null,
  null,
  null,
  null,
  "NLY",
  null,
  "MOS",
  "MCHI",
  "HP",
  null,
  null,
  "PBA",
  "BPT",
  "ATR",
  "SNOW",
  "MU",
  null,
  "NVG",
  null,
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "MAIN",
  null,
  "SBR",
  "SJT",
  "NMIH",
  "ALL",
  "GOOGL",
  null,
  null,
  "VDE",
  "AXP",
  "UNIT",
  null,
  "NMZ",
  "AU",
  null,
  "ACA",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "ASGI",
  "AWP",
  null,
  "CAT",
  "AVGO",
  null,
  "ANDE",
  "LOW",
  null,
  "ABR",
  "CP.TO",
  "BDJ",
  "ARCC",
  "BIT",
  "BGS",
  null,
  "BUI",
  "BIDU",
  null,
  "ICFI",
  null,
  null,
  "STEW",
  "NSSC",
  "DUK",
  "PECO",
  null,
  "D",
  "MARA",
  "NLOP",
  null,
  "PAGP",
  "EHC",
  "EBAY",
  null,
  "RUM",
  null,
  "PII",
  null,
  null,
  "SAND",
  null,
  null,
  "EQNR",
  null,
  null,
  "THQ",
  null,
  null,
  null,
  null,
  null,
  "AG",
  "LPG",
  null,
  null,
  "FERG",
  "AGRO",
  "DSU",
  "FCX",
  "BGT",
  "CION",
  null,
  "FITB",
  null,
  null,
  "GD",
  null,
  "FAX",
  "GILD",
  "AGEN",
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  null,
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  null,
  "ARIS",
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  "BLDP",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  "FNV",
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  null,
  null,
  "UNP",
  null,
  null,
  "GGN",
  "QCOM",
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "HRZN",
  null,
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  null,
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  null,
  null,
  "ICE",
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  null,
  null,
  "MTA",
  "MSB",
  "IVT",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "TRAK",
  "ROOT",
  "SA",
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  null,
  null,
  null,
  null,
  "TTSH",
  null,
  null,
  null,
  "IONS",
  null,
  null,
  "TEI",
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  null,
  null,
  null,
  "PRT",
  "KGC",
  "KMI",
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  "LIN",
  null,
  "SCD",
  "PAXS",
  null,
  null,
  "GANX",
  null,
  "MPC",
  null,
  "PCM",
  null,
  "MMC",
  null,
  "PWR",
  null,
  "MA",
  "PODD",
  null,
  "MDT",
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ENPH",
  "SATS",
  "EXC",
  "FICO",
  null,
  null,
  "GE",
  "NI",
  "HEI",
  "HRL",
  "TEVA",
  "OXY",
  null,
  "EMD",
  null,
  null,
  null,
  "ORLY",
  null,
  "ADM",
  "BX",
  "HSY",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  null,
  "EOS",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "IRM",
  "VGSH",
  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  "IVV",
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
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  "GEHC",
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  "PRU",
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  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
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  "MPW",
  "JPC",
  "AMGN",
  null,
  "PKG",
  "DGX",
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SGML",
  "SLB",
  "ROP",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TGT",
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  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "AAP",
  "MET",
  "HL",
  "VV",
  "RCL",
  "PCTY",
  "MNST",
  "SBLK",
  "MDU",
  "IVOO",
  "NTLA",
  null,
  null,
  "TCPC",
  null,
  "BGH",
  "ACWV",
  null,
  "JBL",
  "SIVR",
  null,
  null,
  null,
  null,
  null,
  "HR",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "KOS",
  "PRMB",
  "NGG",
  null,
  null,
  "EPRT",
  null,
  "VIG",
  null,
  "TTE",
  "TRGP",
  "AFB",
  "TSCO",
  "PML",
  null,
  "GAIN",
  null,
  null,
  "ULTA",
  "MTD",
  "GMRE",
  "WGO",
  null,
  "TSM",
  "IT",
  "SMG",
  null,
  "OHI",
  null,
  "RMD",
  null,
  "CHPT",
  null,
  "FSK",
  "VYM",
  "AHR",
  null,
  "DD",
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  null,
  "GVA",
  "K",
  "TT",
  "LOPE",
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  "R",
  "MTDR",
  "MLI",
  "MAT",
  "MSA",
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  null,
  "AFL",
  "AXON",
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  "SDY",
  "FI",
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  "DOV",
  "WAB",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "HSIC",
  "IR",
  "NCLH",
  null,
  "SELF",
  "CAH",
  "SGOL",
  null,
  "LAND",
  "ISSC",
  null,
  "INVH",
  "IDXX",
  "BIPC",
  null,
  null,
  "IEX",
  null,
  "RACE",
  "FDS",
  "NVO",
  null,
  "AMZN",
  "NEA",
  "OLN",
  "SCHB",
  null,
  null,
  "CLF",
  "IVE",
  "LCID",
  "HCA",
  null,
  null,
  null,
  "PLUG",
  "HOG",
  "OVV",
  "SBRA",
  "SQM",
  "HII",
  null,
  "TPL",
  null,
  null,
  "AMTM",
  null,
  null,
  null,
  "CEF",
  null,
  "HBAN",
  null,
  "DKNG",
  "ACM",
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  "VXUS",
  "VOOG",
  "VBK",
  "VBR",
  "VOT",
  "VT",
  "VOO",
  "VUSB",
  "VLTO",
  "VTV",
  "VEEV",
  "V",
  "VIRT",
  null,
  "VST",
  "VIST",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  "WFC",
  "WELL",
  "WIT",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WDS",
  null,
  null,
  "WPC",
  "YUMC",
  "YUM",
  null,
  "SOLV",
  "LNT",
  "UMC",
  "ELAN",
  "POST",
  "AEM",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
  "OR",
  "SCHF",
  "MSCI",
  "MTZ",
  "JKHY",
  "NSC",
  "KEY",
  null,
  "MFC",
  "NZF",
  null,
  "SO",
  "SBSW",
  "SJM",
  "PPL",
  "HQH",
  "HQL",
  "THW",
  "PSX",
  null,
  "SFL",
  "ROL",
  "CRM",
  "SCI",
  null,
  "TDY",
  "S",
  "DIA",
  "PFLT",
  "SPOT",
  null,
  null,
  null,
  "MANH",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  null,
  "PAAS",
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  "NTAP",
  "PSA",
  "NUE",
  null,
  null,
  "FDX",
  null,
  "STM",
  null,
  null,
  "KMB",
  "LULU",
  "AUR",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BELFB",
  "BRBR",
  "BHP",
  "BXMT",
  "BA",
  null,
  "BMY",
  "BIP",
  "BR",
  "BG",
  "CACI",
  "BYRN",
  "BWXT",
  "CCJ",
  "CPB",
  "CDNS",
  "CSV",
  "CARR",
  "CCL",
  "CBOE",
  "CE",
  "CBRE",
  "CASY",
  "CC",
  "CVX",
  "LNG",
  "BVN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  null,
  "COKE",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CWCO",
  "STZ",
  "CEG",
  "CPRT",
  "CXW",
  "CTRA",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DVA",
  "DK",
  "DE",
  "DVN",
  "DFS",
  "DOCU",
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  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
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  "LLY",
  "TSLA",
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  "MED",
  "NFLX",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 785
Total Value: 477081916
Accession Number: 0002013091-25-000002
Form Type: 13F-HR
CIK: creekmur-asset-management
Manager Name: Creekmur-Asset-Management

Data Enrichment

68% identified

537 identified248 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

785 positions • $477.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287804

IJR|464287804

Shares:13.0K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$477.1M)

AFLAC INC

AFL|001055102

Shares:11.7K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$477.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$477.1M)

VISA INC.

V|92826C839

Shares:3.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$477.1M)

922908736

VUG|922908736

Shares:3.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$477.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$477.1M)

Broadcom Inc.

AVGO|11135F101

Shares:6.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$477.1M)

33740U497

Shares:35.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$477.1M)

AUTOZONE INC

AZO|053332102

Shares:278

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$477.1M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:11.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$477.1M)

RLI CORP

RLI|749607107

Shares:12.7K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$477.1M)

Trane Technologies plc

TT|G8994E103

Shares:3.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$477.1M)

922908363

VOO|922908363

Shares:1.9K

Value:$987.7K

% of Portfolio:0.2% ($987.7K/$477.1M)

46429B697

USMV|46429B697

Shares:10.5K

Value:$984.4K

% of Portfolio:0.2% ($984.4K/$477.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:11.6K

Value:$982.5K

% of Portfolio:0.2% ($982.5K/$477.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.9K

Value:$949.0K

% of Portfolio:0.2% ($949.0K/$477.1M)

HOME DEPOT, INC.

HD|437076102

Shares:2.5K

Value:$934.6K

% of Portfolio:0.2% ($934.6K/$477.1M)

STARBUCKS CORP

SBUX|855244109

Shares:9.2K

Value:$898.4K

% of Portfolio:0.2% ($898.4K/$477.1M)

ROLLINS INC

ROL|775711104

Shares:16.6K

Value:$896.3K

% of Portfolio:0.2% ($896.3K/$477.1M)

DEERE & CO

DE|244199105

Shares:1.9K

Value:$882.7K

% of Portfolio:0.2% ($882.7K/$477.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	13.0K	QoQ -75.58% (-40.2K) YoY +7117.77% (+12.8K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$477.1M)	QoQ -77.83% (-$4.8M) YoY +6729.06% (+$1.3M)
AFLAC INC(AFLcusip001055102)	11.7K	QoQ -33.47% (-5.9K) YoY +10182.45% (+11.6K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$477.1M)	QoQ -28.49% (-$519.4K) YoY +13215.70% (+$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.4K	QoQ -7.53% (-199) YoY -3.97% (-101)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$477.1M)	QoQ +8.64% (-$103.5K) YoY +21.61% (-$231.3K)
VISA INC.(Vcusip92826C839)	3.6K	QoQ +375.03% (+2.8K) YoY +998.14% (+3.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$477.1M)	QoQ +426.73% (+$1.0M) YoY +1280.85% (+$1.2M)
(VUGcusip922908736)	3.3K	QoQ +2.62% (-84) YoY +5560.34% (+3.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$477.1M)	QoQ -7.29% (-$95.7K) YoY +5997.89% (+$1.2M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.2K	QoQ +187.44% (+1.4K) YoY +2319.10% (+2.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$477.1M)	QoQ +197.77% (+$749.1K) YoY +2473.68% (+$1.1M)
Broadcom Inc.(AVGOcusip11135F101)	6.4K	QoQ -10.17% (-730) YoY +12539.21% (+6.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$477.1M)	QoQ -35.12% (-$584.4K) YoY +1503.02% (+$1.0M)
(cusip33740U497)✕	35.0K	QoQ +1558.63% (+32.9K) YoY NEW(+35.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$477.1M)	QoQ +1549.45% (+$1.0M) YoY NEW(+$1.1M)
AUTOZONE INC(AZOcusip053332102)	278	QoQ NEW(+278) YoY NEW(+278)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$477.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
IRON MOUNTAIN INC(IRMcusip46284V101)	11.9K	QoQ -13.71% (-1.9K) YoY +10088.03% (+11.8K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$477.1M)	QoQ -29.36% (-$426.4K) YoY +10828.44% (+$1.0M)
RLI CORP(RLIcusip749607107)	12.7K	QoQ +89.92% (-6.0K) YoY +92.45% (+6.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$477.1M)	QoQ -7.44% (-$82.3K) YoY +4.12% (+$40.5K)
Trane Technologies plc(TTcusipG8994E103)	3.0K	QoQ 0.00% (-0) YoY +6591.11% (+3.0K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$477.1M)	QoQ -8.78% (-$97.6K) YoY +7409.55% (+$1.0M)
(VOOcusip922908363)	1.9K	QoQ +1989.13% (+1.8K) YoY +7908.33% (+1.9K)	All Managers (Combined)	$987.7K	0.2% ($987.7K/$477.1M)	QoQ +1892.50% (+$938.1K) YoY +8461.20% (+$976.2K)
(USMVcusip46429B697)	10.5K	QoQ -1.86% (-200) YoY +65.47% (+4.2K)	All Managers (Combined)	$984.4K	0.2% ($984.4K/$477.1M)	QoQ +3.50% (-$33.4K) YoY +85.42% (+$453.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	11.6K	QoQ +60.33% (+4.4K) YoY +1508.01% (+10.9K)	All Managers (Combined)	$982.5K	0.2% ($982.5K/$477.1M)	QoQ +78.92% (+$433.4K) YoY +5797.97% (+$965.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.9K	QoQ +236.14% (+2.7K) YoY +1388.07% (+3.6K)	All Managers (Combined)	$949.0K	0.2% ($949.0K/$477.1M)	QoQ +243.90% (+$673.0K) YoY +1721.34% (+$896.9K)
HOME DEPOT, INC.(HDcusip437076102)	2.5K	QoQ +295.34% (+1.9K) YoY +1747.82% (+2.4K)	All Managers (Combined)	$934.6K	0.2% ($934.6K/$477.1M)	QoQ +272.78% (+$683.9K) YoY +1669.07% (+$881.8K)
STARBUCKS CORP(SBUXcusip855244109)	9.2K	QoQ +22797.50% (+9.1K) YoY +18218.00% (+9.1K)	All Managers (Combined)	$898.4K	0.2% ($898.4K/$477.1M)	QoQ +24513.67% (+$894.7K) YoY +19558.62% (+$893.8K)
ROLLINS INC(ROLcusip775711104)	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$896.3K	0.2% ($896.3K/$477.1M)	QoQ NEW(+$896.3K) YoY NEW(+$896.3K)
DEERE & CO(DEcusip244199105)	1.9K	QoQ +282.31% (+1.4K) YoY +93950.00% (+1.9K)	All Managers (Combined)	$882.7K	0.2% ($882.7K/$477.1M)	QoQ +323.46% (+$674.3K) YoY +107421.07% (+$881.9K)