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Jackson Creek Investment Advisors LLC

SEC Form 13F institutional filer · CIK 0001831003

13F-HR · 83 reported holdings · 2026-03-31

Reported long-US-equity value

$0.00B

Top-10 concentration

27.5%

Jackson Creek Investment Advisors LLC — $68.4K AUM allocation strategy

Jackson Creek Investment Advisors LLC files SEC Form 13F and reports $68.4K of long US equity value across 83 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 14.1%, followed by Industrials 10.3% and Utilities 5.8%.

The top 10 holdings account for 28% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Jackson Creek Investment Advisors LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$68.4K

total across 83 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

28% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$OMC$SWKS$IVZ

+$OMC +5.57K sh · +$9+$SWKS +1.25K sh · −$149+$IVZ +224 sh · −$89

Biggest trims (shares)

$UHS$AKAM$LRCX

−$UHS −8.93K sh · −$2.04K−$AKAM −3.07K sh · +$187−$LRCX −2.5K sh · −$204

Added from nil (new positions)

$CMI$ALB$DVA$PNW$LNT

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$APA$VTRS$CVNA$HST$SNA

$APA ($2.27K last qtr)$VTRS ($2.09K last qtr)$CVNA ($1.93K last qtr)$HST ($1.54K last qtr)$SNA ($1.34K last qtr)

Sector allocation (share of reported value)

Information Technology 14%Industrials 10%Utilities 6%Financials 4%Consumer Staples 2%Materials 2%Health Care 2%Consumer Discretionary 2%Other holdings 58%SECTORS
  • $XLKInformation Technology14.1%
  • $XLIIndustrials10.3%
  • $XLUUtilities5.8%
  • $XLFFinancials3.7%
  • $XLPConsumer Staples2.5%
  • $XLBMaterials2.2%
  • $XLVHealth Care2.1%
  • $XLYConsumer Discretionary1.7%
  • Other holdings57.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Electronic Manufacturing Services 7%Multi-Utilities 4%Asset Management & Custody Banks 4%Internet Services & Infrastructure 4%Aerospace & Defense 3%Food Retail 2%Construction Machinery & Heavy Transportation Equipment 2%Specialty Chemicals 2%Other holdings 72%INDUSTRIES
  • Electronic Manufacturing Services6.7%
  • Multi-Utilities3.8%
  • Asset Management & Custody Banks3.7%
  • Internet Services & Infrastructure3.7%
  • Aerospace & Defense3.4%
  • Food Retail2.5%
  • Construction Machinery & Heavy Transportation Equipment2.4%
  • Specialty Chemicals2.2%
  • Other holdings71.5%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$JBLJabil Inc10.8K$2.87K-4964.2%
$AKAMAkamai Technologies Inc55.5K$2.5K-3.07K3.7%
$HIIHuntington Ingalls Industries Inc6.18K$2.35K-1393.4%
$FLEXFlex Ltd26.6K$1.75K-1.53K2.6%
$CASYCasey's General Stores Inc2.34K$1.7K-802.5%
$CMICummins Inc29.4K$1.67K2.4%
$ALBAlbemarle Corporation8.59K$1.54K2.3%
$NDSNNordson Corporation5.7K$1.52K-2302.2%
$FIXComfort Systems USA Inc1.08K$1.49K-8302.2%
$DVADaVita Inc9.32K$1.43K2.1%

…and 73 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

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How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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