MondegarAI
Mission Creek Capital Partners, Inc.

Q4 2025 · 13F-HR

Mission Creek Capital Partners, Inc.holdings as filed

Filed 2026-02-12 · accession 0001214659-26-001544

$495.3M
Reported value
210
Positions
2025-12-31
Period end
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The Brief · Mission Creek Capital Partners, Inc. · Q4 2025

AI · grounded in 13F

Mission Creek Capital Partners, Inc. closed its position in IOT for a reduction of $40.8M. The fund also exited positions in RPC for $9.3M and ICE for $1.8M. On the buy side, the fund established a new position in FCX valued at $4.1M and increased its holdings in VEA by 86.1%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98149E303GLDMWORLD GOLD TR$33.0M6.65%386,065CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$20.6M4.16%304,416CommonNONE
67066G104NVDANVIDIA CORPORATION$18.5M3.73%99,075CommonNONE
037833100AAPLAPPLE INC$18.4M3.72%85,793CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.3M3.50%34,506CommonNONE
02079K107GOOGALPHABET INC$14.5M2.93%46,180CommonNONE
594918104MSFTMICROSOFT CORP$13.5M2.73%27,972CommonNONE
023135106AMZNAMAZON COM INC$12.3M2.48%57,902CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$11.7M2.36%17,176CommonNONE
11135F101AVGOBROADCOM INC$11.7M2.36%33,832CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$9.9M2.00%51,819CommonNONE
92826C839VVISA INC$7.3M1.47%20,789CommonNONE
464287200IVVISHARES TR$7.2M1.46%10,565CommonNONE
149123101CATCATERPILLAR INC$7.0M1.42%12,236CommonNONE
464287507IJHISHARES TR$7.0M1.41%106,134CommonNONE
46429B689EFAVISHARES TR$6.9M1.39%79,863CommonNONE
30303M102METAMETA PLATFORMS INC$6.7M1.35%10,108CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.7M1.34%106,473CommonNONE
46090E103QQQINVESCO QQQ TR$6.3M1.28%10,283CommonNONE
02079K305GOOGLALPHABET INC$6.2M1.25%19,831CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.0M1.21%13,378CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.8M1.17%12,031CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.7M1.15%6,601CommonNONE
478160104JNJJOHNSON & JOHNSON$5.5M1.10%32,952CommonNONE
922908769VTIVANGUARD INDEX FDS$4.8M0.96%14,243CommonNONE
461202103INTUINTUIT$4.7M0.96%7,166CommonNONE
166764100CVXCHEVRON CORP NEW$4.7M0.95%49,685CommonNONE
94106L109WMWASTE MGMT INC DEL$4.6M0.93%21,064CommonNONE
922908611VBRVANGUARD INDEX FDS$4.6M0.92%21,520CommonNONE
437076102HDHOME DEPOT INC$4.5M0.91%27,152CommonNONE
580135101MCDMCDONALDS CORP$4.3M0.87%14,111CommonNONE
64110L106NFLXNETFLIX INC$4.2M0.85%45,070CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$4.1M0.84%81,500CommonNONE
931142103WMTWALMART INC$3.8M0.77%34,160CommonNONE
68389X105ORCLORACLE CORP$3.5M0.71%17,989CommonNONE
00287Y109ABBVABBVIE INC$3.4M0.70%29,492CommonNONE
532457108LLYELI LILLY & CO$3.4M0.69%3,170CommonNONE
79466L302CRMSALESFORCE INC$3.4M0.69%12,809CommonNONE
78463V107GLDSPDR GOLD TR$3.3M0.66%8,302CommonNONE
922908629VOVANGUARD INDEX FDS$3.3M0.66%11,327CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.64%9,576CommonNONE
806857108SLBSLB LIMITED$3.0M0.61%78,458CommonNONE
278865100ECLECOLAB INC$3.0M0.60%11,238CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.8M0.57%9,148CommonNONE
00724F101ADBEADOBE INC$2.8M0.57%8,060CommonNONE
12572Q105CMECME GROUP INC$2.8M0.57%10,290CommonNONE
291011104EMREMERSON ELEC CO$2.8M0.56%20,870CommonNONE
88023B103TEMTEMPUS AI INC$2.7M0.54%45,605CommonNONE
82846H405QXOQXO INC$2.7M0.54%137,660CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.6M0.53%18,241CommonNONE
372460105GPCGENUINE PARTS CO$2.6M0.52%20,858CommonNONE
747525103QCOMQUALCOMM INC$2.6M0.52%24,785CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$2.5M0.50%9,193CommonNONE
922908363VOOVANGUARD INDEX FDS$2.5M0.50%3,943CommonNONE
031162100AMGNAMGEN INC$2.4M0.49%12,154CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.3M0.47%12,741CommonNONE
464288679SHVISHARES TR$2.2M0.45%20,382CommonNONE
001055102AFLAFLAC INC$2.2M0.45%28,805CommonNONE
75734B100RDDTREDDIT INC$2.2M0.44%9,573CommonNONE
74340W103PLDPROLOGIS INC.$2.2M0.44%17,145CommonNONE
922908736VUGVANGUARD INDEX FDS$2.2M0.44%4,438CommonNONE
G29183103ETNEATON CORP PLC$2.1M0.43%6,647CommonNONE
297178105ESSESSEX PPTY TR INC$2.1M0.42%7,985CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING$2.0M0.40%7,775CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.0M0.40%21,885CommonNONE
002824100ABTABBOTT LABS$2.0M0.40%28,698CommonNONE
778296103ROSTROSS STORES INC$2.0M0.40%10,976CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.40%3,481CommonNONE
911363109URIUNITED RENTALS INC$2.0M0.40%2,421CommonNONE
872540109TJXTJX COS INC NEW$1.9M0.39%17,170CommonNONE
464288448IDVISHARES TR$1.9M0.39%48,982CommonNONE
58733R102MELIMERCADOLIBRE INC$1.8M0.37%918CommonNONE
464287101OEFISHARES TR$1.8M0.36%5,267CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.8M0.36%21,827CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1.7M0.35%39,090CommonNONE
81762P102NOWSERVICENOW INC$1.7M0.35%11,250CommonNONE
33734X200FGDFIRST TR EXCHANGE TRADED FD$1.7M0.35%56,556CommonNONE
038222105AMATAPPLIED MATLS INC$1.7M0.34%9,350CommonNONE
922908751VBVANGUARD INDEX FDS$1.7M0.34%6,480CommonNONE
89157W301TUSITOUCHSTONE ETF TRUST$1.6M0.33%64,141CommonNONE
09290D101BLKBLACKROCK INC$1.6M0.32%1,489CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.32%21,706CommonNONE
256163106DOCUDOCUSIGN INC$1.5M0.31%22,364CommonNONE
464287168DVYISHARES TR$1.5M0.31%10,822CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC$1.5M0.30%2,590CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.4M0.28%5,236CommonNONE
922908744VTVVANGUARD INDEX FDS$1.4M0.28%7,210CommonNONE
127190304CACICACI INTL INC$1.4M0.27%2,540CommonNONE
09260D107BXBLACKSTONE INC$1.3M0.27%8,738CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.25%8,663CommonNONE
74933W643TMFERBB FD INC$1.2M0.24%41,307CommonNONE
863667101SYKSTRYKER CORPORATION$1.2M0.24%3,345CommonNONE
59156R108METMETLIFE INC$1.2M0.24%14,873CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.22%14,895CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.22%9,148CommonNONE
74348A467NOBLPROSHARES TR$1.1M0.22%10,235CommonNONE
464285204IAUISHARES GOLD TR$1.0M0.21%12,757CommonNONE
78464A763SDYSPDR SERIES TRUST$1.0M0.21%7,308CommonNONE
921909768VXUSVANGUARD STAR FDS$1.0M0.20%13,265CommonNONE
609207105MDLZMONDELEZ INTL INC$999,7740.20%18,573CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$991,1910.20%3,171CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$988,6780.20%7,469CommonNONE
78468R804LGLVSPDR SERIES TRUST$981,5240.20%5,591CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$967,1440.20%41,384CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$953,9850.19%6,163CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$941,8170.19%12,124CommonNONE
369604301GEGE AEROSPACE$924,4330.19%17,159CommonNONE
G8473T100STESTERIS PLC$920,2100.19%3,630CommonNONE
464288752ITBISHARES TR$908,1000.18%9,430CommonNONE
009066101ABNBAIRBNB INC$901,1130.18%6,640CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$870,0230.18%33,169CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$851,7280.17%15,551CommonNONE
46434V738IEURISHARES TR$833,8450.17%11,748CommonNONE
92204A702VGTVANGUARD WORLD FD$828,4040.17%1,099CommonNONE
464287614IWFISHARES TR$823,3430.17%1,740CommonNONE
57636Q104MAMASTERCARD INCORPORATED$771,7330.16%1,352CommonNONE
75513E101RTXRTX CORPORATION$766,3470.15%6,476CommonNONE
922908553VNQVANGUARD INDEX FDS$759,8950.15%8,587CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$733,2340.15%9,196CommonNONE
78464A854SPYMSPDR SERIES TRUST$721,0980.15%8,989CommonNONE
253868103DLRDIGITAL RLTY TR INC$704,0850.14%4,551CommonNONE
46432F842IEFAISHARES TR$684,2990.14%7,649CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$663,6350.13%14,843CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$654,2200.13%82,127CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD$642,4720.13%3,354CommonNONE
46429B697USMVISHARES TR$639,6270.13%6,793CommonNONE
254687106DISDISNEY WALT CO$614,0080.12%7,049CommonNONE
713448108PEPPEPSICO INC$608,2780.12%11,405CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$591,6930.12%21,571CommonNONE
780087102RYROYAL BK CDA$585,1220.12%3,432CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR$577,0230.12%8,079CommonNONE
464288570DSIISHARES TR$563,4060.11%4,373CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$539,7630.11%11,171CommonNONE
88160R101TSLATESLA INC$526,6220.11%1,171CommonNONE
17275R102CSCOCISCO SYS INC$524,4720.11%8,162CommonNONE
464287150ITOTISHARES TR$507,9250.10%3,416CommonNONE
191216100KOCOCA COLA CO$492,2890.10%7,042CommonNONE
78468R788SPYDSPDR SERIES TRUST$491,3700.10%11,361CommonNONE
464287176TIPISHARES TR$491,2410.10%4,469CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$474,8800.10%1,835CommonNONE
46429B663HDVISHARES TR$465,3400.09%3,826CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$462,2380.09%823CommonNONE
464286533EEMVISHARES INC$453,5400.09%7,082CommonNONE
36828A101GEVGE VERNOVA INC$451,1080.09%4,098CommonNONE
704326107PAYXPAYCHEX INC$450,2660.09%4,014CommonNONE
89157W707TSECTOUCHSTONE ETF TRUST$440,1370.09%16,818CommonNONE
452308109ITWILLINOIS TOOL WKS INC$439,6230.09%1,785CommonNONE
233051820DBAWDBX ETF TR$437,4120.09%10,610CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$423,7750.09%15,213CommonNONE
G54950103LINLINDE PLC$413,5980.08%970CommonNONE
654106103NKENIKE INC$413,0930.08%6,484CommonNONE
05465C100AXAXOS FINANCIAL INC$399,0070.08%4,631CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$396,8690.08%27,858CommonNONE
N07059210ASMLASML HOLDING N V$392,6390.08%367CommonNONE
438516106HONHONEYWELL INTL INC$391,1760.08%3,473CommonNONE
03073E105CORCENCORA INC$391,1150.08%1,158CommonNONE
808513105SCHWSCHWAB CHARLES CORP$387,1510.08%3,875CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$376,4490.08%2,974CommonNONE
G0896C103TBBBBBB FOODS INC$370,8960.07%11,108CommonNONE
701094104PHPARKER-HANNIFIN CORP$369,1630.07%420CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$364,0260.07%2,106CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$358,8570.07%9,476CommonNONE
78464A508SPYVSPDR SERIES TRUST$356,3720.07%6,273CommonNONE
92936U109WPCWP CAREY INC$353,9800.07%5,500CommonNONE
464287515IGVISHARES TR$311,4830.06%2,947CommonNONE
05464C101AXONAXON ENTERPRISE INC$309,5220.06%545CommonNONE
464288281EMBISHARES TR$309,1950.06%3,211CommonNONE
655663102NDSNNORDSON CORP$301,7830.06%1,255CommonNONE
907818108UNPUNION PAC CORP$300,7710.06%1,300CommonNONE
235851102DHRDANAHER CORPORATION$298,2830.06%1,303CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$296,6330.06%1,350CommonNONE
N00985106AERAERCAP HOLDINGS NV$294,4200.06%2,048CommonNONE
14040H105COFCAPITAL ONE FINL CORP$291,9750.06%1,205CommonNONE
92204A504VHTVANGUARD WORLD FD$291,5920.06%1,013CommonNONE
46435G516ESGDISHARES TR$289,4540.06%3,044CommonNONE
98138H101WDAYWORKDAY INC$283,7240.06%1,321CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN$279,8640.06%2,760CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$278,4820.06%1,795CommonNONE
31428X106FDXFEDEX CORP$276,6350.06%1,729CommonNONE
92204A884VOXVANGUARD WORLD FD$271,8570.05%1,404CommonNONE
670100205NVONOVO-NORDISK A S$271,8010.05%5,342CommonNONE
92204A876VPUVANGUARD WORLD FD$270,3560.05%1,461CommonNONE
892356106TSCOTRACTOR SUPPLY CO$268,9800.05%5,379CommonNONE
46434G822EWJISHARES INC$268,6380.05%3,327CommonNONE
459200101IBMINTERNATIONAL BUSINESS$268,1410.05%17,212CommonNONE
921937819BIVVANGUARD BD INDEX FDS$265,8380.05%3,413CommonNONE
922020805VTIPVANGUARD MALVERN FDS$265,7850.05%5,374CommonNONE
46138G656RDIVINVESCO EXCH TRADED FD TR$264,9360.05%5,091CommonNONE
464288513HYGISHARES TR$261,0880.05%3,238CommonNONE
N3167Y103RACEFERRARI N V$260,1700.05%704CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$259,7280.05%1,400CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$250,9530.05%11,126CommonNONE
032654105ADIANALOG DEVICES INC$238,1140.05%878CommonNONE
464287457SHYISHARES TR$234,9260.05%2,837CommonNONE
64031N108NNINELNET INC$234,1680.05%1,761CommonNONE
974250102WINAWINMARK CORP$230,6600.05%570CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD$227,9350.05%1,455CommonNONE
375558103GILDGILEAD SCIENCES INC$224,8600.05%1,832CommonNONE
92204A603VISVANGUARD WORLD FD$223,4870.05%749CommonNONE
053332102AZOAUTOZONE INC$210,2730.04%62CommonNONE
464287499IWRISHARES TR$208,5920.04%2,167CommonNONE
464287804IJRISHARES TR$206,8490.04%1,721CommonNONE
97717W851DXJWISDOMTREE TR$204,7070.04%1,420CommonNONE
126650100CVSCVS HEALTH CORP$203,4120.04%5,396CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$202,6350.04%1,140CommonNONE
060505104BACBANK AMERICA CORP$132,8980.03%20,312CommonNONE
58155Q103MCKMCKESSON CORP$96,2420.02%10,217CommonNONE
808524607SCHASCHWAB STRATEGIC TR$68,2670.01%15,505CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE$28,0260.01%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.