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Mission Creek Capital Partners, Inc.

Q2 2025 · 13F-HR

Mission Creek Capital Partners, Inc.holdings as filed

Filed 2025-08-14 · accession 0001214659-25-012244

$450.2M
Reported value
201
Positions
2025-06-30
Period end
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The Brief · Mission Creek Capital Partners, Inc. · Q2 2025

AI · grounded in 13F

Mission Creek Capital Partners, Inc. established a new position in IOT valued at $42.9M. The fund also initiated new stakes in GLDM for $24.4M and BRK/B for $17.1M. Additional new positions include NVDA at $16.1M, AAPL at $13.2M, and MSFT at $11.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
79589L106IOTSAMSARA INC$42.9M9.53%1,078,409CommonNONE
98149E303GLDMWORLD GOLD TR$24.4M5.42%372,397CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.1M3.79%35,123CommonNONE
67066G104NVDANVIDIA CORPORATION$16.1M3.57%101,753CommonNONE
037833100AAPLAPPLE INC$13.2M2.94%82,516CommonNONE
594918104MSFTMICROSOFT CORP$11.9M2.65%23,993CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$10.9M2.43%17,721CommonNONE
11135F101AVGOBROADCOM INC$9.5M2.12%34,607CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$9.0M1.99%260,101CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$8.9M1.98%51,803CommonNONE
023135106AMZNAMAZON COM INC$8.2M1.83%42,187CommonNONE
781154109RBRKRUBRIK INC.$7.7M1.71%86,036CommonNONE
92826C839VVISA INC$7.0M1.56%19,767CommonNONE
464287200IVVISHARES TR$6.8M1.51%10,915CommonNONE
02079K107GOOGALPHABET INC$6.6M1.46%37,172CommonNONE
46090E103QQQINVESCO QQQ TR$6.3M1.40%11,426CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$6.0M1.34%6,108CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$6.0M1.33%13,640CommonNONE
30303M102METAMETA PLATFORMS INC$5.9M1.30%7,945CommonNONE
464287507IJHISHARES TR$5.2M1.15%83,418CommonNONE
64110L106NFLXNETFLIX INC$5.0M1.11%3,725CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.9M1.08%13,441CommonNONE
461202103INTUINTUIT$4.9M1.08%6,161CommonNONE
94106L109WMWASTE MGMT INC DEL$4.7M1.05%20,746CommonNONE
149123101CATCATERPILLAR INC$4.7M1.05%12,208CommonNONE
46429B689EFAVISHARES TR$4.7M1.04%55,911CommonNONE
437076102HDHOME DEPOT INC$4.7M1.04%26,788CommonNONE
166764100CVXCHEVRON CORP NEW$4.3M0.95%48,869CommonNONE
580135101MCDMCDONALDS CORP$4.2M0.94%14,448CommonNONE
478160104JNJJOHNSON & JOHNSON$4.0M0.89%32,741CommonNONE
922908611VBRVANGUARD INDEX FDS$3.4M0.77%17,683CommonNONE
02079K305GOOGLALPHABET INC$3.4M0.76%19,398CommonNONE
931142103WMTWALMART INC$3.4M0.75%34,531CommonNONE
922908769VTIVANGUARD INDEX FDS$3.2M0.72%10,662CommonNONE
68389X105ORCLORACLE CORP$3.0M0.67%13,843CommonNONE
88023B103TEMTEMPUS AI INC$3.0M0.66%46,900CommonNONE
278865100ECLECOLAB INC$2.9M0.65%10,802CommonNONE
00287Y109ABBVABBVIE INC$2.9M0.64%30,008CommonNONE
291011104EMREMERSON ELEC CO$2.7M0.61%20,475CommonNONE
806857108SLBSCHLUMBERGER LTD$2.7M0.59%78,435CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$2.6M0.58%9,663CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.6M0.57%12,632CommonNONE
372460105GPCGENUINE PARTS CO$2.6M0.57%21,246CommonNONE
78463V107GLDSPDR GOLD TR$2.5M0.56%8,327CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.5M0.55%9,131CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.54%7,890CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M0.53%9,399CommonNONE
747525103QCOMQUALCOMM INC$2.4M0.53%24,691CommonNONE
81762P102NOWSERVICENOW INC$2.3M0.51%2,217CommonNONE
297178105ESSESSEX PPTY TR INC$2.2M0.49%7,854CommonNONE
002824100ABTABBOTT LABS$2.2M0.48%28,817CommonNONE
G29183103ETNEATON CORP PLC$2.2M0.48%6,043CommonNONE
79466L302CRMSALESFORCE INC$2.1M0.46%7,627CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.46%22,092CommonNONE
58733R102MELIMERCADOLIBRE INC$2.0M0.45%783CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.0M0.45%11,050CommonNONE
001055102AFLAFLAC INC$2.0M0.44%27,461CommonNONE
031162100AMGNAMGEN INC$2.0M0.43%11,784CommonNONE
464288448IDVISHARES TR$1.9M0.43%56,210CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.9M0.43%21,465CommonNONE
922908736VUGVANGUARD INDEX FDS$1.9M0.41%4,255CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.9M0.41%3,421CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.8M0.41%6,157CommonNONE
464287101OEFISHARES TR$1.8M0.39%5,787CommonNONE
74340W103PLDPROLOGIS INC.$1.7M0.39%16,564CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1.7M0.38%40,480CommonNONE
256163106DOCUDOCUSIGN INC$1.7M0.37%21,547CommonNONE
33734X200FGDFIRST TR EXCHANGE TRADED FD$1.6M0.36%59,467CommonNONE
464287168DVYISHARES TR$1.6M0.36%12,227CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.36%10,124CommonNONE
09290D101BLKBLACKROCK INC$1.6M0.35%1,519CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.6M0.35%21,273CommonNONE
00724F101ADBEADOBE INC$1.5M0.34%3,985CommonNONE
127190304CACICACI INTL INC$1.5M0.34%3,215CommonNONE
872540109TJXTJX COS INC NEW$1.5M0.34%16,948CommonNONE
609207105MDLZMONDELEZ INTL INC$1.5M0.34%22,645CommonNONE
911363109URIUNITED RENTALS INC$1.5M0.34%2,006CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.32%22,086CommonNONE
778296103ROSTROSS STORES INC$1.4M0.32%11,127CommonNONE
98138H101WDAYWORKDAY INC$1.4M0.31%5,734CommonNONE
89157W301TUSITOUCHSTONE ETF TRUST$1.4M0.30%54,198CommonNONE
863667101SYKSTRYKER CORPORATION$1.4M0.30%3,466CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.30%23,417CommonNONE
59156R108METMETLIFE INC$1.3M0.28%15,793CommonNONE
922908744VTVVANGUARD INDEX FDS$1.3M0.28%7,160CommonNONE
74348A467NOBLPROSHARES TR$1.2M0.28%12,407CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.28%4,053CommonNONE
038222105AMATAPPLIED MATLS INC$1.2M0.27%9,290CommonNONE
78464A763SDYSPDR SERIES TRUST$1.1M0.25%8,177CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.0M0.23%4,803CommonNONE
78468R804LGLVSPDR SERIES TRUST$1.0M0.23%5,816CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$998,0420.22%42,945CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$994,9810.22%20,097CommonNONE
81764X103TTANSERVICETITAN INC$994,7380.22%9,281CommonNONE
922908363VOOVANGUARD INDEX FDS$986,2880.22%1,736CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$979,5910.22%2,416CommonNONE
464288752ITBISHARES TR$959,6430.21%10,300CommonNONE
532457108LLYELI LILLY & CO$958,8750.21%1,230CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$903,7190.20%7,445CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$903,1950.20%11,155CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$877,7900.19%6,512CommonNONE
G8473T100STESTERIS PLC$876,7390.19%3,650CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$858,6420.19%10,801CommonNONE
81730H109SSENTINELONE INC$840,1120.19%45,958CommonNONE
009066101ABNBAIRBNB INC$828,2500.18%6,259CommonNONE
46434V738IEURISHARES TR$819,5710.18%12,380CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$811,9240.18%15,504CommonNONE
464285204IAUISHARES GOLD TR$801,7630.18%12,857CommonNONE
253868103DLRDIGITAL RLTY TR INC$793,3760.18%4,551CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$788,9160.18%33,106CommonNONE
369604301GEGE AEROSPACE$776,5930.17%17,166CommonNONE
92204A702VGTVANGUARD WORLD FD$771,3950.17%1,163CommonNONE
922908629VOVANGUARD INDEX FDS$747,7060.17%2,672CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$743,3460.17%8,765CommonNONE
254687106DISDISNEY WALT CO$738,4520.16%7,608CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$717,0690.16%2,240CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$709,0620.16%12,628CommonNONE
09260D107BXBLACKSTONE INC$702,6880.16%4,698CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$678,3040.15%3,732CommonNONE
78464A854SPYMSPDR SERIES TRUST$654,8640.15%9,009CommonNONE
464287176TIPISHARES TR$645,1840.14%5,863CommonNONE
713448108PEPPEPSICO INC$634,1420.14%11,965CommonNONE
46432F842IEFAISHARES TR$613,7020.14%7,351CommonNONE
75513E101RTXRTX CORPORATION$609,9440.14%6,472CommonNONE
922908553VNQVANGUARD INDEX FDS$606,5890.13%6,811CommonNONE
438516106HONHONEYWELL INTL INC$605,0620.13%4,067CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$599,6820.13%82,127CommonNONE
704326107PAYXPAYCHEX INC$588,9620.13%4,049CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$588,3340.13%8,079CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$571,7380.13%21,575CommonNONE
191216100KOCOCA COLA CO$563,4620.13%7,964CommonNONE
464286533EEMVISHARES INC$551,3690.12%8,780CommonNONE
780087102RYROYAL BK CDA$548,3590.12%4,168CommonNONE
464287614IWFISHARES TR$536,0660.12%1,263CommonNONE
46429B663HDVISHARES TR$525,1780.12%4,482CommonNONE
464287150ITOTISHARES TR$524,0770.12%3,881CommonNONE
78468R788SPYDSPDR SERIES TRUST$523,7400.12%12,341CommonNONE
464288570DSIISHARES TR$505,6740.11%4,353CommonNONE
233051820DBAWDBX ETF TR$471,4270.10%12,872CommonNONE
17275R102CSCOCISCO SYS INC$466,0640.10%8,069CommonNONE
452308109ITWILLINOIS TOOL WKS INC$462,3350.10%1,870CommonNONE
57636Q104MAMASTERCARD INCORPORATED$455,1710.10%810CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$447,6970.10%3,689CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$438,1390.10%11,681CommonNONE
89157W707TSECTOUCHSTONE ETF TRUST$425,6930.09%16,291CommonNONE
922020805VTIPVANGUARD MALVERN FDS$409,3770.09%8,144CommonNONE
670100205NVONOVO-NORDISK A S$400,1780.09%5,798CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$396,7380.09%29,258CommonNONE
88160R101TSLATESLA INC$374,7630.08%1,180CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$374,4780.08%3,030CommonNONE
G54950103LINLINDE PLC$372,9980.08%795CommonNONE
464287515IGVISHARES TR$371,6980.08%3,395CommonNONE
36828A101GEVGE VERNOVA INC$365,8810.08%4,098CommonNONE
464286319DVYEISHARES INC$354,9910.08%12,391CommonNONE
92936U109WPCWP CAREY INC$353,1700.08%5,662CommonNONE
808513105SCHWSCHWAB CHARLES CORP$352,1860.08%3,860CommonNONE
05465C100AXAXOS FINANCIAL INC$352,1410.08%4,631CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$343,8040.08%7,691CommonNONE
46434G822EWJISHARES INC$342,7890.08%4,572CommonNONE
732908108PONYPONY AI INC$335,2540.07%25,398CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$334,1180.07%13,652CommonNONE
03073E105CORCENCORA INC$329,8350.07%1,100CommonNONE
78464A508SPYVSPDR SERIES TRUST$328,3310.07%6,273CommonNONE
921909768VXUSVANGUARD STAR FDS$314,4570.07%4,551CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$306,0960.07%1,400CommonNONE
907818108UNPUNION PAC CORP$300,5390.07%1,306CommonNONE
636274409NGGNATIONAL GRID PLC$298,5430.07%4,012CommonNONE
655663102NDSNNORDSON CORP$296,5260.07%1,383CommonNONE
701094104PHPARKER-HANNIFIN CORP$293,3570.07%420CommonNONE
464288281EMBISHARES TR$292,9760.07%3,163CommonNONE
654106103NKENIKE INC$278,8800.06%3,926CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$278,4720.06%1,888CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$276,3040.06%1,350CommonNONE
31428X106FDXFEDEX CORP$275,8190.06%1,984CommonNONE
46435G516ESGDISHARES TR$271,5860.06%3,044CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$269,2320.06%1,975CommonNONE
92204A504VHTVANGUARD WORLD FD$266,9660.06%1,075CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$266,9250.06%17,212CommonNONE
235851102DHRDANAHER CORPORATION$264,1110.06%1,337CommonNONE
921937819BIVVANGUARD BD INDEX FDS$263,0080.06%3,401CommonNONE
464288513HYGISHARES TR$260,4170.06%3,229CommonNONE
92204A876VPUVANGUARD WORLD FD$259,1950.06%1,468CommonNONE
922908751VBVANGUARD INDEX FDS$257,3600.06%1,086CommonNONE
14040H105COFCAPITAL ONE FINL CORP$255,7380.06%1,202CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$255,5670.06%5,341CommonNONE
92204A884VOXVANGUARD WORLD FD$252,7820.06%1,478CommonNONE
26614N102DDDUPONT DE NEMOURS INC$243,1200.05%3,545CommonNONE
921937827BSVVANGUARD BD INDEX FDS$239,3100.05%3,041CommonNONE
464287457SHYISHARES TR$237,0900.05%2,861CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$234,2880.05%11,126CommonNONE
92204A603VISVANGUARD WORLD FD$219,5750.05%784CommonNONE
375558103GILDGILEAD SCIENCES INC$209,1010.05%1,886CommonNONE
032654105ADIANALOG DEVICES INC$208,9820.05%878CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$204,9410.05%657CommonNONE
464287499IWRISHARES TR$203,8740.05%2,217CommonNONE
464287804IJRISHARES TR$201,0870.04%1,840CommonNONE
060505104BACBANK AMERICA CORP$130,3100.03%20,595CommonNONE
58155Q103MCKMCKESSON CORP$92,1830.02%10,224CommonNONE
808524607SCHASCHWAB STRATEGIC TR$62,1610.01%15,505CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$25,3490.01%10,761CommonNONE
40434L105HPQHP INC$15,2990.00%15,299CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.