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


Currently, Creekmur Asset Management LLC holds 6 types of securities in its portfolio with a total value $2.1M. In the most recent quarter, they have increased their positions in VOO (+325 shares, valued at $223.2K), SCZ (+1.6K shares, valued at $132.8K), VEA (+1.1K shares, valued at $80.6K); decreased their positions in CLIP (-49 shares, valued at $4.9K); initiated new positions in SCZ (+1.6K shares, valued at $132.8K).


1M P&L
-6.4K-0.31%
3M P&L
+60.2K+2.95%
HY P&L
+266.6K+14.51%

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/A2.1M
100.0%

Top Industries by Stock Count

1N/A6 stocks
100.0%
Stock Holdings
VOO
Vanguard S&P 500 ETF
34.10%
Shares1.3K
Event2026-06-30
Filed2026-08-07
IJR
iShares Core S&P Small-Cap ETF
25.20%
Shares2.5K
Event2026-06-30
Filed2026-08-07
VEA
Vanguard FTSE Developed Markets ETF
32.09%
Shares4.7K
Event2026-06-30
Filed2026-08-07
SPEM
State Street SPDR Portfolio Emerging Markets ETF
33.53%
Shares4.5K
Event2026-06-30
Filed2026-08-07
SCZ
iShares MSCI EAFE Small-Cap ETF
New
Shares1.6K
Event2026-06-30
Filed2026-08-07
CLIP
Global X 1-3 Month T-Bill ETF
-4.00%
Shares1.2K
Event2026-06-30
Filed2026-08-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available