Arkolith/Funds/Willow Creek Capital Management, Inc.

Willow Creek Capital Management, Inc.

CIK 2152085
Holdings as of Jun 30, 2026·disclosed Sep 8, 2026·~70-day 13F lag·13F-HR
Active Filer

Willow Creek Capital Management, Inc. holds a diversified book of 100 reported positions worth $103.0M as of Q2 2026 (disclosed Sep 8, 2026, a ~70-day 13F lag). Their largest long position is Microsoft Corp at 8% of the reported non-option book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
38%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

93% mapped to company sectors

Information Technology
40%
Industrials
12%
Financials
12%
Consumer Discretionary
10%
Health Care
9%
ETFs / funds
7%
Materials
5%
Energy
2%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Funds with the most overlap

Other tracked managers holding the same core names as Willow Creek Capital Management, Inc.

Manager / fundShared namesTheir $ in those
Graticule Asia Macro Advisors LLC11 / 80$1.3B
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd56 / 80$1.1B
Uhlmann Price Securities, LLC49 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
BlueSpruce Investments, LP10 / 80$591.0M
New World Advisors LLC40 / 80$531.2M
Outlook Capital Management, LLC18 / 80$264.3M

Ranked by the share of each fund's own book sitting in the names it shares with Willow Creek Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

100 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$8.0M21.4K
7.7%
New
New position
2Apple Inc
COM
$7.8M26.9K
7.6%
New
New position
3Alphabet Inc
CAP STK CL A
$5.1M14.3K
5.0%
New
New position
4SPDR Gold TR
GOLD SHS
$3.7M10.0K
3.6%
New
New position
5Corning Inc
COM
$3.4M13.2K
3.3%
New
New position
6Cummins Inc
COM
$2.5M3.5K
2.4%
New
New position
7Applied Matls Inc
COM
$2.4M3.4K
2.4%
New
New position
8Cisco Sys Inc
COM
$2.3M19.9K
2.3%
New
New position
9Ishares TR
0-5 YR TIPS ETF
$2.0M20.0K
2.0%
New
New position
10Alphabet Inc
CAP STK CL C
$2.0M5.7K
2.0%
New
New position
11JPMorgan Chase & Co
COM
$2.0M6.1K
1.9%
New
New position
12Marvell Technology Inc
COM
$1.9M6.4K
1.8%
New
New position
13Chubb Limited
COM
$1.7M5.0K
1.6%
New
New position
14Abbvie Inc
COM
$1.7M6.6K
1.6%
New
New position
15Amphenol Corp
CL A
$1.5M8.6K
1.5%
New
New position
16Deere & Co
COM
$1.5M2.4K
1.5%
New
New position
17Amgen Inc
COM
$1.5M4.1K
1.4%
New
New position
18International Business Machs
COM
$1.4M5.1K
1.4%
New
New position
19Amazon Com Inc
COM
$1.4M6.0K
1.4%
New
New position
20Microchip Technology Inc.
COM
$1.4M15.7K
1.4%
New
New position
21Visa Inc
COM CL A
$1.4M4.0K
1.3%
New
New position
22TJX Cos Inc New
COM
$1.3M8.9K
1.3%
New
New position
23Costco Wholesale Corporation
COM
$1.3M1.4K
1.3%
New
New position
24Taiwan Semiconductor Manufac
SPONSORED ADS
$1.3M2.7K
1.2%
New
New position
25Disney Walt Co
COM
$1.3M13.1K
1.2%
New
New position
26Walmart Inc
COM
$1.3M11.1K
1.2%
New
New position
27Ishares TR
MSCI EAFE ETF
$1.2M12.0K
1.2%
New
New position
28RTX Corporation
COM
$1.2M6.5K
1.2%
New
New position
29Nvidia Corporation
COM
$1.2M6.0K
1.2%
New
New position
30Micron Technology Inc
COM
$1.2M1.0K
1.2%
New
New position
31Air Products And Chemicals I
COM
$1.1M3.8K
1.1%
New
New position
32Chevron Corporation
COM
$1.1M6.5K
1.0%
New
New position
33Ishares TR
CORE S&P500 ETF
$963K1.3K
0.9%
New
New position
34Ishares TR
TIPS BD ETF
$958K8.8K
0.9%
New
New position
35Caterpillar Inc
COM
$931K874
0.9%
New
New position
36Johnson & Johnson
COM
$891K3.5K
0.9%
New
New position
37Home Depot Inc
COM
$886K2.5K
0.9%
New
New position
38Ameren Corp
COM
$873K7.7K
0.8%
New
New position
39Intuitive Surgical Inc
COM NEW
$853K2.1K
0.8%
New
New position
40Morgan Stanley
COM NEW
$815K3.9K
0.8%
New
New position
41Abbott Laboratories
COM
$806K8.9K
0.8%
New
New position
42American Tower Corp
COM
$777K4.8K
0.8%
New
New position
43McDonalds Corp
COM
$777K2.9K
0.8%
New
New position
44Essential Utils Inc
COM
$706K18.4K
0.7%
New
New position
45Medtronic PLC
SHS
$690K8.8K
0.7%
New
New position
46Salesforce Inc
COM
$680K4.3K
0.7%
New
New position
47Ge Aerospace
COM NEW
$680K1.8K
0.7%
New
New position
48Eli Lilly & Co
COM
$672K561
0.7%
New
New position
49Fedex Corp
COM
$665K2.1K
0.6%
New
New position
50Ge Vernova Inc
COM
$646K550
0.6%
New
New position
Showing 50 of 100 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Sep 8, 202670d100$103.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.