MondegarAI
Mission Creek Capital Partners, Inc.

Q3 2025 · 13F-HR

Mission Creek Capital Partners, Inc.holdings as filed

Filed 2025-11-13 · accession 0001214659-25-016418

$505.9M
Reported value
205
Positions
2025-09-30
Period end
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The Brief · Mission Creek Capital Partners, Inc. · Q3 2025

AI · grounded in 13F

Mission Creek Capital Partners, Inc. established a new position in IOT valued at $40.8M. The fund also initiated new stakes in GLDM for $28.2M and NVDA for $18.2M. Additional new positions include BRK/B at $17.3M, AAPL at $16.7M, and MSFT at $14M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
79589L106IOTSAMSARA INC$40.8M8.07%1,095,722CommonNONE
98149E303GLDMWORLD GOLD TR$28.2M5.57%368,794CommonNONE
67066G104NVDANVIDIA CORPORATION$18.2M3.61%97,779CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.3M3.43%34,495CommonNONE
037833100AAPLAPPLE INC$16.7M3.31%83,745CommonNONE
594918104MSFTMICROSOFT CORP$14.0M2.77%27,032CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$11.7M2.32%17,581CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$11.5M2.26%257,598CommonNONE
11135F101AVGOBROADCOM INC$11.3M2.24%34,299CommonNONE
02079K107GOOGALPHABET INC$10.9M2.15%44,756CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$9.6M1.91%51,615CommonNONE
69376K106RPCP10 INC$9.3M1.84%854,604CommonNONE
023135106AMZNAMAZON COM INC$9.3M1.84%47,063CommonNONE
464287200IVVISHARES TR$7.3M1.44%10,902CommonNONE
464287507IJHISHARES TR$7.0M1.39%107,987CommonNONE
46090E103QQQINVESCO QQQ TR$6.8M1.35%11,348CommonNONE
92826C839VVISA INC$6.7M1.32%19,627CommonNONE
30303M102METAMETA PLATFORMS INC$6.7M1.32%9,105CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$6.3M1.25%13,653CommonNONE
46429B689EFAVISHARES TR$6.2M1.22%72,895CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.9M1.16%6,322CommonNONE
149123101CATCATERPILLAR INC$5.8M1.15%12,215CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.4M1.08%13,377CommonNONE
437076102HDHOME DEPOT INC$5.1M1.01%26,724CommonNONE
461202103INTUINTUIT$4.9M0.96%7,122CommonNONE
478160104JNJJOHNSON & JOHNSON$4.9M0.96%32,811CommonNONE
02079K305GOOGLALPHABET INC$4.8M0.95%19,851CommonNONE
166764100CVXCHEVRON CORP NEW$4.6M0.92%48,801CommonNONE
94106L109WMWASTE MGMT INC DEL$4.6M0.91%20,754CommonNONE
922908611VBRVANGUARD INDEX FDS$4.6M0.90%21,844CommonNONE
64110L106NFLXNETFLIX INC$4.4M0.87%3,685CommonNONE
580135101MCDMCDONALDS CORP$4.3M0.85%14,196CommonNONE
68389X105ORCLORACLE CORP$3.8M0.75%13,403CommonNONE
88023B103TEMTEMPUS AI INC$3.7M0.74%46,440CommonNONE
00287Y109ABBVABBVIE INC$3.6M0.70%29,735CommonNONE
931142103WMTWALMART INC$3.5M0.69%34,099CommonNONE
922908769VTIVANGUARD INDEX FDS$3.5M0.69%10,678CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.4M0.68%57,213CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.64%9,348CommonNONE
79466L302CRMSALESFORCE INC$3.1M0.61%12,951CommonNONE
278865100ECLECOLAB INC$3.0M0.59%10,825CommonNONE
78463V107GLDSPDR GOLD TR$3.0M0.59%8,327CommonNONE
372460105GPCGENUINE PARTS CO$2.9M0.58%21,140CommonNONE
00724F101ADBEADOBE INC$2.8M0.56%8,048CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$2.7M0.53%9,663CommonNONE
806857108SLBSCHLUMBERGER LTD$2.7M0.53%78,293CommonNONE
291011104EMREMERSON ELEC CO$2.7M0.53%20,503CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.6M0.52%9,330CommonNONE
98138H101WDAYWORKDAY INC$2.6M0.51%10,799CommonNONE
670100205NVONOVO-NORDISK A S$2.6M0.51%46,810CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.6M0.51%12,589CommonNONE
747525103QCOMQUALCOMM INC$2.5M0.49%24,671CommonNONE
G29183103ETNEATON CORP PLC$2.4M0.48%6,495CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.3M0.46%9,019CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.46%7,875CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.3M0.45%21,331CommonNONE
532457108LLYELI LILLY & CO$2.2M0.43%2,867CommonNONE
922908629VOVANGUARD INDEX FDS$2.2M0.43%7,419CommonNONE
002824100ABTABBOTT LABS$2.1M0.42%28,868CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.42%21,651CommonNONE
001055102AFLAFLAC INC$2.1M0.42%27,673CommonNONE
297178105ESSESSEX PPTY TR INC$2.1M0.41%7,824CommonNONE
81762P102NOWSERVICENOW INC$2.0M0.40%2,194CommonNONE
031162100AMGNAMGEN INC$2.0M0.39%11,808CommonNONE
922908736VUGVANGUARD INDEX FDS$2.0M0.39%4,125CommonNONE
911363109URIUNITED RENTALS INC$1.9M0.38%2,017CommonNONE
74340W103PLDPROLOGIS INC.$1.9M0.38%16,571CommonNONE
464287101OEFISHARES TR$1.9M0.37%5,622CommonNONE
464288448IDVISHARES TR$1.9M0.37%50,660CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.8M0.36%10,939CommonNONE
58733R102MELIMERCADOLIBRE INC$1.8M0.36%783CommonNONE
872540109TJXTJX COS INC NEW$1.8M0.35%16,899CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1.8M0.35%40,446CommonNONE
09290D101BLKBLACKROCK INC$1.7M0.35%1,501CommonNONE
464287168DVYISHARES TR$1.7M0.34%12,254CommonNONE
33734X200FGDFIRST TR EXCHANGE TRADED FD$1.7M0.33%58,396CommonNONE
778296103ROSTROSS STORES INC$1.6M0.32%10,748CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.6M0.31%21,270CommonNONE
256163106DOCUDOCUSIGN INC$1.6M0.31%21,542CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.31%22,288CommonNONE
89157W301TUSITOUCHSTONE ETF TRUST$1.5M0.30%60,538CommonNONE
773121108RKLBROCKET LAB CORP$1.5M0.30%32,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.5M0.30%3,376CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.5M0.30%9,775CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.29%5,926CommonNONE
609207105MDLZMONDELEZ INTL INC$1.4M0.29%23,199CommonNONE
038222105AMATAPPLIED MATLS INC$1.3M0.27%9,298CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.3M0.27%3,818CommonNONE
127190304CACICACI INTL INC$1.3M0.26%2,665CommonNONE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$1.3M0.26%43,601CommonNONE
922908744VTVVANGUARD INDEX FDS$1.3M0.25%6,887CommonNONE
59156R108METMETLIFE INC$1.3M0.25%15,461CommonNONE
863667101SYKSTRYKER CORPORATION$1.3M0.25%3,390CommonNONE
74348A467NOBLPROSHARES TR$1.2M0.24%11,687CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.23%2,429CommonNONE
358054104FRSHFRESHWORKS INC$1.2M0.23%99,856CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.23%4,752CommonNONE
78464A763SDYSPDR SERIES TRUST$1.1M0.22%8,095CommonNONE
464288752ITBISHARES TR$1.1M0.22%10,311CommonNONE
922908751VBVANGUARD INDEX FDS$1.1M0.21%4,235CommonNONE
922908363VOOVANGUARD INDEX FDS$1.0M0.20%1,661CommonNONE
78468R804LGLVSPDR SERIES TRUST$1.0M0.20%5,636CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$995,9490.20%42,435CommonNONE
369604301GEGE AEROSPACE$988,3540.20%17,443CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$971,4980.19%7,457CommonNONE
464285204IAUISHARES GOLD TR$928,3270.18%12,757CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$908,5630.18%6,528CommonNONE
G8473T100STESTERIS PLC$904,3270.18%3,655CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$899,0240.18%18,177CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$874,5830.17%11,160CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$852,8780.17%33,173CommonNONE
92204A702VGTVANGUARD WORLD FD$835,4790.17%1,119CommonNONE
46434V738IEURISHARES TR$823,6630.16%12,091CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$823,3290.16%15,284CommonNONE
09260D107BXBLACKSTONE INC$817,2830.16%4,784CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$814,1570.16%10,186CommonNONE
253868103DLRDIGITAL RLTY TR INC$786,7770.16%4,551CommonNONE
81730H109SSENTINELONE INC$784,4900.16%44,548CommonNONE
009066101ABNBAIRBNB INC$768,2850.15%6,328CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$723,5600.14%8,099CommonNONE
78464A854SPYMSPDR SERIES TRUST$705,7650.14%9,009CommonNONE
75513E101RTXRTX CORPORATION$699,0290.14%6,474CommonNONE
713448108PEPPEPSICO INC$685,1280.14%12,044CommonNONE
464287176TIPISHARES TR$653,2500.13%5,873CommonNONE
254687106DISDISNEY WALT CO$650,8530.13%7,337CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$641,6340.13%82,127CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$639,6130.13%2,065CommonNONE
922908553VNQVANGUARD INDEX FDS$625,8020.12%6,845CommonNONE
46432F842IEFAISHARES TR$623,1160.12%7,137CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$593,6660.12%8,079CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$591,4180.12%3,118CommonNONE
464287614IWFISHARES TR$591,4040.12%1,263CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$588,9980.12%21,575CommonNONE
780087102RYROYAL BK CDA$582,5030.12%3,954CommonNONE
464287150ITOTISHARES TR$565,2540.11%3,881CommonNONE
88160R101TSLATESLA INC$549,2290.11%1,235CommonNONE
464288570DSIISHARES TR$548,2920.11%4,353CommonNONE
78468R788SPYDSPDR SERIES TRUST$543,1020.11%12,343CommonNONE
46429B663HDVISHARES TR$539,9750.11%4,410CommonNONE
191216100KOCOCA COLA CO$507,2300.10%7,648CommonNONE
438516106HONHONEYWELL INTL INC$506,4570.10%3,875CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$503,7090.10%12,853CommonNONE
704326107PAYXPAYCHEX INC$501,8140.10%3,959CommonNONE
233051820DBAWDBX ETF TR$498,3680.10%12,647CommonNONE
452308109ITWILLINOIS TOOL WKS INC$487,5970.10%1,870CommonNONE
36828A101GEVGE VERNOVA INC$466,4580.09%4,166CommonNONE
57636Q104MAMASTERCARD INCORPORATED$459,5980.09%808CommonNONE
17275R102CSCOCISCO SYS INC$458,2500.09%8,049CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$449,1750.09%11,731CommonNONE
464286533EEMVISHARES INC$448,6550.09%7,029CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$434,4690.09%3,549CommonNONE
89157W707TSECTOUCHSTONE ETF TRUST$433,9000.09%16,539CommonNONE
922020805VTIPVANGUARD MALVERN FDS$413,3310.08%8,164CommonNONE
05465C100AXAXOS FINANCIAL INC$392,0140.08%4,631CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$384,6970.08%27,858CommonNONE
464287515IGVISHARES TR$382,3510.08%3,325CommonNONE
808513105SCHWSCHWAB CHARLES CORP$379,4930.08%3,975CommonNONE
92936U109WPCWP CAREY INC$376,3180.07%5,569CommonNONE
G54950103LINLINDE PLC$372,8750.07%785CommonNONE
464286319DVYEISHARES INC$372,4200.07%12,544CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$368,4920.07%13,768CommonNONE
78464A508SPYVSPDR SERIES TRUST$347,0880.07%6,273CommonNONE
03073E105CORCENCORA INC$344,4080.07%1,102CommonNONE
921909768VXUSVANGUARD STAR FDS$335,8930.07%4,572CommonNONE
701094104PHPARKER-HANNIFIN CORP$318,4230.06%420CommonNONE
46434G822EWJISHARES INC$308,3070.06%3,844CommonNONE
464288760ITAISHARES TR$305,8450.06%1,462CommonNONE
464288281EMBISHARES TR$303,1060.06%3,184CommonNONE
907818108UNPUNION PAC CORP$299,7730.06%1,268CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$299,6530.06%2,760CommonNONE
097023105BABOEING CO$296,4880.06%4,118CommonNONE
655663102NDSNNORDSON CORP$294,1700.06%1,296CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$291,7710.06%1,892CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$291,0090.06%1,349CommonNONE
46435G516ESGDISHARES TR$283,0310.06%3,044CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$282,1420.06%1,400CommonNONE
92204A876VPUVANGUARD WORLD FD$278,3720.06%1,470CommonNONE
26614N102DDDUPONT DE NEMOURS INC$276,2350.05%3,546CommonNONE
636274409NGGNATIONAL GRID PLC$273,3900.05%3,762CommonNONE
92204A504VHTVANGUARD WORLD FD$270,7630.05%1,043CommonNONE
92204A884VOXVANGUARD WORLD FD$268,8290.05%1,432CommonNONE
654106103NKENIKE INC$266,4180.05%3,821CommonNONE
921937819BIVVANGUARD BD INDEX FDS$265,9810.05%3,406CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR II$265,3430.05%5,091CommonNONE
464288513HYGISHARES TR$262,4760.05%3,233CommonNONE
235851102DHRDANAHER CORPORATION$258,3330.05%1,303CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$256,1980.05%17,212CommonNONE
14040H105COFCAPITAL ONE FINL CORP$255,7640.05%1,203CommonNONE
31428X106FDXFEDEX CORP$249,5540.05%1,829CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$247,4060.05%11,126CommonNONE
464287457SHYISHARES TR$234,8580.05%2,831CommonNONE
92204A603VISVANGUARD WORLD FD$224,8840.04%759CommonNONE
921937827BSVVANGUARD BD INDEX FDS$220,4270.04%2,793CommonNONE
464287804IJRISHARES TR$215,7330.04%1,815CommonNONE
032654105ADIANALOG DEVICES INC$215,7250.04%878CommonNONE
464287499IWRISHARES TR$214,0270.04%2,217CommonNONE
375558103GILDGILEAD SCIENCES INC$209,3460.04%1,886CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$207,9590.04%1,140CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$207,4140.04%4,486CommonNONE
832696405SJMSMUCKER J M CO$205,3630.04%1,891CommonNONE
060505104BACBANK AMERICA CORP$125,4580.02%20,305CommonNONE
58155Q103MCKMCKESSON CORP$96,6360.02%10,224CommonNONE
808524607SCHASCHWAB STRATEGIC TR$67,1530.01%15,505CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$28,4310.01%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.