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Jackson Creek Investment Advisors LLC
Independent, SEC-registered, 100% employee-owned investment advisory firm focused on combining market analysis, behavioral psychology, fundamental research, and asset allocation to help clients manage risk, grow wealth, and achieve financial goals such as retirement and legacy planning. Services include financial planning, investment management, tax planning, estate planning, and specialized advisory for business owners and high-net-worth families.
Investment Strategy
Behaviorally-driven equity strategies (large cap, mid cap, small cap) with a focus on risk management, asset allocation, diversification, tax efficiency, and regular rebalancing. Integrates fundamental research, quantitative analysis, and market psychology to construct and manage client portfolios.
Latest 13F Filing Activity
Jackson Creek Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 302 equity positions with a total 13F market value of $371M. The fund increased holdings in Emcor Group Inc., Ingredion Inc., Calix Inc. among other positions. Jackson Creek Investment Advisors LLC reduced exposure to Corcept Therapeutics Inc., Cno Financial Group Inc., Archrock Inc. among others.
Top Holdings
Equity Positions (302)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHH | Schwab US REIT ETF | 0.85% | $3.2M | 149,694 | $19.10 | $21.16 | -$87.0K |
S SCHM | Schwab US Mid Cap ETF | 0.76% | $2.8M | 100,136 | $20.76 | $28.05 | +$153.0K |
S SCHX | Schwab US Large Cap ETF | 0.75% | $2.8M | 114,365 | $14.20 | $24.44 | +$212.0K |
B BSV | Vanguard Bond Index Funds Shor | 0.75% | $2.8M | 35,118 | $76.00 | $78.70 | -$33.0K |
V VIRT | Virtu Financial Inc Cl A | 0.74% | $2.8M | 61,516 | $31.87 | $44.79 | +$622.0K |
Industry Allocation
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