AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Clear Creek Financial Management 13F Filing
1. Portfolio Overview
Clear Creek Financial Management reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 76.9% quarter-over-quarter, rising from approximately $692.64 million to $1.23 billion. This substantial increase is driven by a combination of market performance and net capital inflows, evidenced by the large volume of new position initiations t...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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