Institutional Fund
Creekmur Asset Management LLC
Morton, ILCIK 20130915 filings on record
Portfolio Value
$1.33M
Q1 2026
Holdings
5
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-99.8%
from $603.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds42.9%
- Ishares Tr18.9%
- Vanguard Tax-Managed Fds17.0%
- Spdr Index Shs Fds11.9%
- Global X Fds9.3%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 953 | $569.5K | 42.9% | −861 | Reduced |
| 2 | Ishares Tr | 2.0K | $250.1K | 18.9% | −1.4K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 3.5K | $225.8K | 17.0% | +3.5K | New |
| 4 | Spdr Index Shs Fds | 3.4K | $157.9K | 11.9% | +3.4K | New |
| 5 | Global X Fds | 1.2K | $123.0K | 9.3% | −80.0K | Reduced |