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Asset Manager ← All Institutions

Jackson Creek Investment Advisors LLC

115 WILCOX ST, SUITE 220, CASTLE ROCK, CO 80104 • 7203207145

Q2 2025 · Filed 2025-08-13
Market Value
$365M
+16.5%
Holdings
381
-7
New Purchases
96
Added To
104
Closed
79
Reduced
101
Top 10 Concentration
7.3%
Turnover
45.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EME 0.74% 0.07% +0.67% $3M
INGR 0.58% 0.00% +0.58% $2M
CALX 0.56% 0.00% +0.56% $2M
KALU 0.54% 0.00% +0.54% $2M
WOR 0.52% 0.00% +0.52% $2M
ADT 0.52% 0.00% +0.52% $2M
BFH 0.52% 0.00% +0.52% $2M
IBEX 0.51% 0.00% +0.51% $2M
OI 0.51% 0.00% +0.51% $2M
GEN 0.51% 0.00% +0.51% $2M
MTZ 0.67% 0.16% +0.51% $2M
NMIH 0.51% 0.00% +0.51% $2M
BKE 0.51% 0.00% +0.51% $2M
GPOR 0.50% 0.00% +0.50% $2M
FTDR 0.50% 0.00% +0.50% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORT 0.00% 0.79% -0.79% $0
CNO 0.00% 0.63% -0.63% $0
AROC 0.00% 0.58% -0.58% $0
BRBR 0.00% 0.56% -0.56% $0
ADMA 0.00% 0.56% -0.56% $0
SR 0.00% 0.56% -0.56% $0
EZPW 0.00% 0.55% -0.55% $0
NVEE 0.00% 0.52% -0.52% $0
LNTH 0.00% 0.50% -0.50% $0
PJT 0.00% 0.50% -0.50% $0
HTH 0.00% 0.50% -0.50% $0
UNFI 0.00% 0.49% -0.49% $0
MRCY 0.00% 0.48% -0.48% $0
HFWA 0.00% 0.48% -0.48% $0
AIT 0.00% 0.48% -0.48% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 19.5%
Industrials 17.2%
Financial Services 14.3%
Healthcare 13.1%
Consumer Cyclical 10.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 20 $12M 3.2%
Large Cap 116 $98M 26.9%
Mid Cap 168 $179M 49.1%
Small Cap 76 $76M 20.8%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$80.9B
Median Market Cap
$5.8B
Avg P/E
28.1
Median P/E
19.4
Avg Dividend Yield
0.01%
Avg Beta
0.98
# Stocks
341
# ETFs / Funds
40

Top Holdings (381 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHH 0.87% 149,694 $3M $21.16 -$87K -1,625 -1.1%
2 SCHM 0.77% 100,136 $3M $28.05 $153K -1,232 -1.2%
3 SCHX 0.77% 114,365 $3M $24.44 $212K -2,609 -2.2%
4 BSV 0.76% 35,118 $3M $78.71 -$33K -617 -1.7%
5 VIRT 0.76% 61,516 $3M $44.79 $622K +5,570 +10.0%
6 EME 0.74% 5,070 $3M $534.91 $2M +4,461 +732.5%
7 EHC 0.68% 20,241 $2M $122.62 $1M +8,272 +69.1%
8 SCHA 0.68% 97,781 $2M $25.30 $238K +2,344 +2.5%
9 MTZ 0.67% 14,401 $2M $170.40 $2M +10,005 +227.6%
10 ORI 0.64% 61,023 $2M $38.44 $1M +31,752 +108.5%
11 ENVA 0.61% 20,057 $2M $111.53 $497K +2,035 +11.3%
12 ITRI 0.60% 16,758 $2M $131.64 $689K +2,279 +15.7%
13 AWI 0.60% 13,558 $2M $162.41 $531K +1,695 +14.3%
14 UHS 0.60% 11,997 $2M $181.13 $1M +6,690 +126.1%
15 AGX 0.59% 9,796 $2M $220.50 $1M +1,171 +13.6%
16 SCHF 0.59% 97,201 $2M $22.10 $91K -6,772 -6.5%
17 NIC 0.59% 17,331 $2M $123.48 $494K +2,224 +14.7%
18 INGR 0.58% 15,675 $2M $135.63 +15,675 NEW
19 ENSG 0.58% 13,768 $2M $154.27 $451K +842 +6.5%
20 CVLT 0.58% 12,044 $2M $174.36 $438K +1,508 +14.3%
21 SCHO 0.57% 85,957 $2M $24.38 -$30K -1,405 -1.6%
22 LNN 0.57% 14,335 $2M $144.26 $499K +1,935 +15.6%
23 SHYG 0.57% 47,862 $2M $43.14 $14K -382 -0.8%
24 SCHJ 0.57% 83,194 $2M $24.81 -$19K -1,347 -1.6%
25 EYE 0.56% 89,400 $2M $23.01 $557K -27,965 -23.8%
26 SBRA 0.56% 111,395 $2M $18.44 $365K +14,711 +15.2%
27 CALX 0.56% 38,573 $2M $53.20 +38,573 NEW
28 BJRI 0.56% 45,691 $2M $44.60 $688K +6,295 +16.0%
29 CWEN-A 0.55% 66,468 $2M $30.26 $368K +8,729 +15.1%
30 HCI 0.55% 13,138 $2M $152.23 $297K +1,725 +15.1%
31 ACMR 0.55% 77,104 $2M $25.90 $461K +11,291 +17.2%
32 KALU 0.54% 24,697 $2M $79.89 +24,697 NEW
33 GATX 0.54% 12,840 $2M $153.58 $218K +1,546 +13.7%
34 EPRT 0.54% 61,596 $2M $31.92 $231K +8,436 +15.9%
35 JHG 0.54% 50,471 $2M $38.83 $1M +34,058 +207.5%
36 PLMR 0.54% 12,705 $2M $154.27 $450K +1,693 +15.4%
37 HSII 0.54% 42,680 $2M $45.76 $350K +5,255 +14.0%
38 FIX 0.54% 3,638 $2M $536.28 $560K -676 -15.7%
39 TTMI 0.53% 47,477 $2M $40.82 $718K -12,015 -20.2%
40 WOR 0.52% 29,997 $2M $63.64 +29,997 NEW
41 ADT 0.52% 225,328 $2M $8.47 +225,328 NEW
42 ARQT 0.52% 135,871 $2M $14.02 $129K +22,335 +19.7%
43 CRS 0.52% 6,887 $2M $276.32 $512K -789 -10.3%
44 OPCH 0.52% 58,592 $2M $32.48 $115K +7,442 +14.6%
45 TRMK 0.52% 52,170 $2M $36.46 $322K +6,351 +13.9%
46 HMN 0.52% 44,191 $2M $42.97 $254K +5,693 +14.8%
47 DORM 0.52% 15,474 $2M $122.66 $269K +1,963 +14.5%
48 BFH 0.52% 32,969 $2M $57.11 +32,969 NEW
49 AMRX 0.52% 232,587 $2M $8.09 $191K +30,760 +15.2%
50 SFM 0.51% 11,399 $2M $164.66 $312K +1,148 +11.2%
51 IBEX 0.51% 64,477 $2M $29.10 +64,477 NEW
52 OI 0.51% 127,198 $2M $14.74 +127,198 NEW
53 PBI 0.51% 171,856 $2M $10.91 $533K +23,599 +15.9%
54 OSPN 0.51% 112,142 $2M $16.69 $383K +14,527 +14.9%
55 GEN 0.51% 63,644 $2M $29.40 +63,644 NEW
56 FBP 0.51% 89,554 $2M $20.83 $384K +12,319 +15.9%
57 ZWS 0.51% 50,716 $2M $36.58 $403K +6,685 +15.2%
58 ATI 0.51% 21,468 $2M $86.36 $517K -4,222 -16.4%
59 NMIH 0.51% 43,857 $2M $42.18 +43,857 NEW
60 CSGS 0.51% 28,289 $2M $65.33 $353K +3,560 +14.4%
61 CTRE 0.51% 60,407 $2M $30.59 $350K +8,001 +15.3%
62 BKE 0.51% 40,743 $2M $45.36 +40,743 NEW
63 EAT 0.50% 10,174 $2M $180.36 $529K +1,412 +16.1%
64 DRS 0.50% 39,453 $2M $46.49 $219K -9,668 -19.7%
65 AZZ 0.50% 19,374 $2M $94.46 $401K +2,285 +13.4%
66 UMBF 0.50% 17,306 $2M $105.17 $301K +2,286 +15.2%
67 CVSA 0.50% 14,306 $2M $127.22 -3,776 -20.9%
68 GPOR 0.50% 9,035 $2M $201.22 +9,035 NEW
69 FTDR 0.50% 30,817 $2M $58.93 +30,817 NEW
70 SGH 0.49% 90,946 $2M $19.81 +90,946 NEW
71 GLDD 0.49% 147,568 $2M $12.19 +147,568 NEW
72 MAX 0.49% 164,060 $2M $10.95 +164,060 NEW
73 PTCT 0.49% 36,729 $2M $48.84 +36,729 NEW
74 OSIS 0.49% 7,908 $2M $224.84 -$115K -1,833 -18.8%
75 OBK 0.49% 49,605 $2M $35.74 $286K +6,728 +15.7%
76 ROAD 0.48% 16,634 $2M $106.29 $389K -2,556 -13.3%
77 SKWD 0.48% 30,358 $2M $57.78 $193K +870 +3.0%
78 BANR 0.48% 27,212 $2M $64.16 $254K +3,808 +16.3%
79 SMP 0.48% 56,712 $2M $30.72 +56,712 NEW
80 KGS 0.47% 50,474 $2M $34.28 +50,474 NEW
81 TILE 0.47% 82,450 $2M $20.93 +82,450 NEW
82 SCHE 0.47% 57,177 $2M $30.13 $83K -2,311 -3.9%
83 DGII 0.47% 49,403 $2M $34.86 +49,403 NEW
84 NHI 0.47% 24,517 $2M $70.11 +24,517 NEW
85 URBN 0.47% 23,670 $2M $72.54 +23,670 NEW
86 IIIN 0.47% 46,116 $2M $37.21 $229K -10,438 -18.5%
87 NPKI 0.47% 201,349 $2M $8.51 +201,349 NEW
88 PRIM 0.47% 21,910 $2M $77.96 $601K +2,629 +13.6%
89 NMRK 0.47% 140,074 $2M $12.15 +140,074 NEW
90 NXT 0.47% 31,253 $2M $54.36 $156K -5,357 -14.6%
91 IDCC 0.46% 7,537 $2M $224.23 $320K +911 +13.8%
92 ALEX 0.46% 94,574 $2M $17.83 +94,574 NEW
93 EFSC 0.46% 30,602 $2M $55.09 $259K +4,057 +15.3%
94 SKYW 0.46% 16,362 $2M $102.98 $7K -2,849 -14.8%
95 SRCE 0.46% 27,144 $2M $62.08 $271K +3,504 +14.8%
96 PEGA 0.46% 31,112 $2M $54.13 +31,112 NEW
97 SLG 0.46% 27,172 $2M $61.90 $305K +3,306 +13.8%
98 ITGR 0.46% 13,676 $2M $122.99 +13,676 NEW
99 GDOT 0.46% 155,958 $2M $10.78 +155,958 NEW
100 EVTC 0.46% 46,395 $2M $36.06 +46,395 NEW

New Positions

SymbolValue% Port
INGR $2M 0.58%
CALX $2M 0.56%
KALU $2M 0.54%
WOR $2M 0.52%
ADT $2M 0.52%
BFH $2M 0.52%
IBEX $2M 0.51%
OI $2M 0.51%
GEN $2M 0.51%
NMIH $2M 0.51%
BKE $2M 0.51%
GPOR $2M 0.50%
FTDR $2M 0.50%
SGH $2M 0.49%
GLDD $2M 0.49%

Sold Out Positions

SymbolValue% Port
CCS —%
UNFI —%
ETD —%
MC —%
MTDR —%
PJT —%
SPOT —%
BBT —%
AYI —%
ALK —%
BRO —%
TRNO —%
DVN —%
AROC —%
AIT —%
View SEC EDGAR Filings for Jackson Creek Investment Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms