The Analysis of Creekmur Asset Management LLC's Holdings & P&L


Currently, Creekmur Asset Management LLC holds 5 types of securities in its portfolio with a total value $1.3M. In the most recent quarter, they have increased their positions in VEA (+3.5K shares, valued at $225.8K), SPEM (+3.4K shares, valued at $157.9K); decreased their positions in CLIP (-80.0K shares, valued at $8.0M), N/A (-861 shares, valued at $514.5K), IJR (-1.4K shares, valued at $175.6K); initiated new positions in VEA (+3.5K shares, valued at $225.8K), SPEM (+3.4K shares, valued at $157.9K).


1M P&L
+17.2K+2.14%
3M P&L
+16.7K+2.07%
HY P&L
+94.4K+13.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A756.7K
100.0%

Top Industries by Stock Count

1N/A4 stocks
100.0%
Stock Holdings
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
-47.46%
Shares953
Event2026-03-31
Filed2026-05-08
IJR
iShares Core S&P Small-Cap ETF
-41.26%
Shares2.0K
Event2026-03-31
Filed2026-05-08
VEA
Vanguard FTSE Developed Markets ETF
New
Shares3.5K
Event2026-03-31
Filed2026-05-08
SPEM
State Street SPDR Portfolio Emerging Markets ETF
New
Shares3.4K
Event2026-03-31
Filed2026-05-08
CLIP
Global X 1-3 Month T-Bill ETF
-98.49%
Shares1.2K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available