Fund HoldingsCreekmur Asset Management LLC

Total Portfolio Value
$477.08M
Total Bought
$105.94M
Total Sold
$64.23M
Net Transaction
+$41.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GLOBAL X FDS
1 3 MO T BI ET
0755,858+755,858075,91815.91%+75,918
ISHARES TR
CORE MSCI TOTAL
090,986+90,98606,3521.33%+6,352
JOHNSON & JOHNSON(JNJ)015,462+15,46202,5640.54%+2,564
LEIDOS HOLDINGS INC(LDOS)011,219+11,21901,5140.32%+1,514
3M CO(MMM)09,762+9,76201,4340.30%+1,434
AUTOZONE INC(AZO)0278+27801,0600.22%+1,060
WHEATON PRECIOUS METALS CORP(WPM)048,256+48,25603,7460.79%+3,746
VISA INC(V)7493,558+2,8092371,2470.26%+1,010
FIRST TR EXCHNG TRADED FD VI
FT VEST MAX DECE
2,10834,964+32,856651,0690.22%+1,004
VANGUARD INDEX FDS01,922+1,92209880.21%+988
ROLLINS INC(ROL)016,590+16,59008960.19%+896
STARBUCKS CORP(SBUX)09,159+9,15908980.19%+898
HCA HEALTHCARE INC(HCA)02,503+2,50308650.18%+865
MSCI INC(MSCI)01,460+1,46008260.17%+826
SMUCKER J M CO(SJM)06,962+6,96208240.17%+824
SOLVENTUM CORP(SOLV)010,585+10,58508050.17%+805
SEA LTD(SE)06,139+6,13908010.17%+801
KIMBERLY-CLARK CORP(KMB)05,360+5,36007620.16%+762
UNITEDHEALTH GROUP INC(UNH)02,153+2,15301,1280.24%+1,128
VIRTU FINL INC(VIRT)019,236+19,23607330.15%+733
MPLX LP(MPLX)013,602+13,60207280.15%+728
CHENIERE ENERGY INC(LNG)03,104+3,10407180.15%+718
ISHARES TR131,057135,482+4,42512,69913,4022.81%+703
APPLE INC(AAPL)25,42731,789+6,3626,3677,0611.48%+694
BROADRIDGE FINL SOLUTIONS IN(BR)02,842+2,84206890.14%+689
HOME DEPOT INC(HD)02,550+2,55009350.20%+935
CASEYS GEN STORES INC(CASY)01,583+1,58306870.14%+687
DEERE & CO(DE)01,881+1,88108830.19%+883
JPMORGAN CHASE & CO.(JPM)1,1513,869+2,7182769490.20%+673
HUNTINGTON INGALLS INDS INC(HII)03,279+3,27906690.14%+669
CHEVRON CORP NEW(CVX)04,634+4,63407750.16%+775
CNH INDL N V
SHS
67,625115,454+47,8297661,4180.30%+652
ENPHASE ENERGY INC(ENPH)010,482+10,48206500.14%+650
CBRE GROUP INC(CBRE)04,939+4,93906460.14%+646
GOLDMAN SACHS GROUP INC(GS)01,172+1,17206400.13%+640
DISNEY WALT CO(DIS)06,272+6,27206190.13%+619
BANK AMERICA CORP014,674+14,67406120.13%+612
AMERICAN EXPRESS CO(AXP)3172,608+2,291947020.15%+608
LAM RESEARCH CORP(LRCX)1008,200+8,10075960.12%+589
UBER TECHNOLOGIES INC(UBER)08,195+8,19505970.13%+597
ULTA BEAUTY INC(ULTA)01,590+1,59005830.12%+583
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
021,927+21,92706530.14%+653
GE HEALTHCARE TECHNOLOGIES I(GEHC)07,118+7,11805740.12%+574
PROLOGIS INC.(PLD)05,483+5,48306130.13%+613
AXON ENTERPRISE INC(AXON)01,087+1,08705710.12%+571
ABBVIE INC(ABBV)010,007+10,00702,0970.44%+2,097
NOVO-NORDISK A S(NVO)09,031+9,03106270.13%+627
MICRON TECHNOLOGY INC(MU)06,239+6,23905420.11%+542
ADOBE INC(ADBE)01,531+1,53105870.12%+587
ARCOSA INC06,638+6,63805120.11%+512
CELANESE CORP DEL(CE)09,000+9,00005110.11%+511
AGILENT TECHNOLOGIES INC(A)04,273+4,27305000.10%+500
CACI INTL INC(CACI)01,301+1,30104770.10%+477
CONSTELLATION BRANDS INC(STZ)02,484+2,48404560.10%+456
SHOPIFY INC(SHOP)9,95415,736+5,7821,0581,5020.31%+444
MERCADOLIBRE INC(MELI)0421+42108210.17%+821
PALANTIR TECHNOLOGIES INC(PLTR)7,26111,642+4,3815499830.21%+433
ELEVANCE HEALTH INC(ELV)0968+96804210.09%+421
BLOCK INC(XYZ)07,567+7,56704110.09%+411
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
012,158+12,15803740.08%+374
WINNEBAGO INDS INC(WGO)010,727+10,72703700.08%+370
METTLER TOLEDO INTERNATIONAL(MTD)0304+30403590.08%+359
ICF INTL INC(ICFI)04,056+4,05603450.07%+345
TESLA INC(TSLA)1,2193,203+1,9844928300.17%+338
WASTE MGMT INC DEL(WM)03,492+3,49208080.17%+808
AMGEN INC(AMGN)01,820+1,82005670.12%+567
INTELLIA THERAPEUTICS INC(NTLA)040,946+40,94602910.06%+291
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
010,067+10,06702860.06%+286
GALLAGHER ARTHUR J & CO(AJG)0875+87503020.06%+302
CHECK POINT SOFTWARE TECH LT
ORD
01,197+1,19702730.06%+273
CENCORA INC0990+99002750.06%+275
QUEST DIAGNOSTICS INC(DGX)01,578+1,57802670.06%+267
PAYCHEX INC(PAYX)01,704+1,70402630.06%+263
VANGUARD ADMIRAL FDS INC0790+79002640.06%+264
OREILLY AUTOMOTIVE INC(ORLY)0221+22103170.07%+317
MONSTER BEVERAGE CORP NEW(MNST)04,418+4,41802590.05%+259
AUTOMATIC DATA PROCESSING IN0846+84602580.05%+258
INTERCONTINENTAL EXCHANGE IN(ICE)01,482+1,48202560.05%+256
FISERV INC(FISV)01,151+1,15102540.05%+254
AMERICAN TOWER CORP NEW(AMT)01,146+1,14602490.05%+249
FASTENAL CO(FAST)03,184+3,18402470.05%+247
COMCAST CORP NEW(CCZ)06,629+6,62902450.05%+245
COLGATE PALMOLIVE CO(CL)02,548+2,54802390.05%+239
MCCORMICK & CO INC(MKC)02,887+2,88702380.05%+238
EXXON MOBIL CORP026,441+26,44103,1450.66%+3,145
WATERS CORP(WAT)0625+62502300.05%+230
MCDONALDS CORP(MCD)01,905+1,90505950.12%+595
HERSHEY CO(HSY)01,345+1,34502300.05%+230
ROPER TECHNOLOGIES INC(ROP)0390+39002300.05%+230
TRACTOR SUPPLY CO(TSCO)04,090+4,09002250.05%+225
ISHARES TR
CORE MSCI EAFE
05,752+5,75204350.09%+435
CHURCH & DWIGHT CO INC(CHD)02,037+2,03702240.05%+224
TJX COS INC NEW(TJX)01,850+1,85002250.05%+225
LINDE PLC(LIN)0475+47502210.05%+221
HENRY JACK & ASSOC INC(JKHY)01,210+1,21002210.05%+221
ANSYS INC0697+69702210.05%+221
HENRY SCHEIN INC(HSIC)03,201+3,20102190.05%+219
FACTSET RESH SYS INC(FDS)0480+48002180.05%+218
BECTON DICKINSON & CO(BDX)0950+95002180.05%+218
STRYKER CORPORATION(SYK)0598+59802230.05%+223
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