Willow Creek Capital Management, Inc. Q2 2026 Filing

Filed September 8, 2026

Portfolio Value

$10.2B

Holdings

100

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (100 positions)

StockValue
MCHPMICROCHIP TECHNOLOGY INC.
$1.4B
DISDISNEY WALT CO
$1.3B
ABTABBOTT LABORATORIES
$806.2M
WTRGESSENTIAL UTILS INC
$705.6M
MDTMEDTRONIC PLC
$690.3M
SCHWSCHWAB CHARLES CORP
$505.2M
ICLNISHARES TR
$485.1M
HPEHEWLETT PACKARD ENTERPRISE C
$459.2M
ALKALASKA AIR GROUP INC
$454.0M
KOCOCA COLA CO
$430.2M
PBPINVESCO EXCHANGE TRADED FD T
$428.2M
IJHISHARES TR
$421.2M
FFORD MTR CO
$335.6M
USBUS BANCORP
$307.0M
SOSOUTHERN CO
$267.6M
NOVNOV INC
$265.5M
EEMISHARES TR
$232.7M
PBDINVESCO EXCH TRADED FD TR II
$231.2M
FCXFREEPORT MCMORAN INC
$212.8M
BPBP PLC
$209.4M
MSFTMICROSOFT CORP
$8.0M
AAPLAPPLE INC
$7.8M
GOOGLALPHABET INC
$5.1M
GQ9SPDR GOLD TR
$3.7M
GLWCORNING INC
$3.4M
CMICUMMINS INC
$2.5M
AMATAPPLIED MATLS INC
$2.4M
CSCOCISCO SYS INC
$2.3M
STIPISHARES TR
$2.0M
GOOGALPHABET INC
$2.0M
JPMJPMORGAN CHASE & CO
$2.0M
MRVLMARVELL TECHNOLOGY INC
$1.9M
CBCHUBB LIMITED
$1.7M
ABBVABBVIE INC
$1.7M
APHAMPHENOL CORP
$1.5M
DEDEERE & CO
$1.5M
AMGNAMGEN INC
$1.5M
IBMINTERNATIONAL BUSINESS MACHS
$1.4M
AMZNAMAZON COM INC
$1.4M
VVISA INC
$1.4M
TJXTJX COS INC NEW
$1.3M
COSTCOSTCO WHOLESALE CORPORATION
$1.3M
TSMTAIWAN SEMICONDUCTOR MANUFAC
$1.3M
WMTWALMART INC
$1.3M
EFAISHARES TR
$1.2M
RTXRTX CORPORATION
$1.2M
NVDANVIDIA CORPORATION
$1.2M
MUMICRON TECHNOLOGY INC
$1.2M
APDAIR PRODUCTS AND CHEMICALS I
$1.1M
CVXCHEVRON CORPORATION
$1.1M
IVVISHARES TR
$963K
TIPISHARES TR
$958K
CATCATERPILLAR INC
$931K
JNJJOHNSON & JOHNSON
$891K
HDHOME DEPOT INC
$886K
AEEAMEREN CORP
$873K
ISRGINTUITIVE SURGICAL INC
$853K
DWDMORGAN STANLEY
$815K
AMTAMERICAN TOWER CORP
$777K
MCDMCDONALDS CORP
$777K
CRMSALESFORCE INC
$680K
GEGE AEROSPACE
$680K
LLYELI LILLY & CO
$672K
FDXFEDEX CORP
$665K
GEVGE VERNOVA INC
$646K
GDGENERAL DYNAMICS CORP
$628K
LHLABCORP HOLDINGS INC
$604K
BRK/BBERKSHIRE HATHAWAY INC DEL
$545K
DYHTARGET CORP
$543K
RSRELIANCE INC
$520K
METAMETA PLATFORMS INC
$506K
WCCWESCO INTL INC
$491K
EAELECTRONIC ARTS INC
$481K
BEBLOOM ENERGY CORP
$478K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$476K
LMTLOCKHEED MARTIN CORP
$475K
MRKMERCK & CO INC
$451K
DHRDANAHER CORP DEL
$434K
ETNEATON CORP PLC
$406K
AXPAMERICAN EXPRESS CO
$399K
DRIDARDEN RESTAURANTS INC
$379K
KLACKLA CORP
$377K
GILDGILEAD SCIENCES INC
$373K
GSGOLDMAN SACHS GROUP INC
$348K
CITHE CIGNA GROUP
$346K
XOMEXXON MOBIL CORP
$337K
MPCMARATHON PETE CORP
$335K
MARMARRIOTT INTL INC NEW
$331K
VRTXVERTEX PHARMACEUTICALS INC
$315K
PGPROCTER & GAMBLE CO
$309K
ORCLORACLE CORP
$280K
XLCSELECT SECTOR SPDR TR
$267K
TMUST-MOBILE US INC
$263K
EMREMERSON ELEC CO
$249K
HIGHARTFORD INSURANCE GROUP INC
$243K
COPCONOCOPHILLIPS
$235K
TSLATESLA INC
$235K
MCKMCKESSON CORP
$224K
COFCAPITAL ONE FINL CORP
$202K
PEPPEPSICO INC
$201K