Jackson Creek Investment Advisors LLC — 13F Holdings & Portfolio

CIK 1831003 · latest 13F-HR filed 2026-05-05

Jackson Creek Investment Advisors LLC manages $339.5K in 13F-reported U.S. long-equity assets across 293 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FTI (0.93%), AGX (0.91%), JBL (0.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 103 new positions, exited 101, added to 71, and trimmed 76.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$339.5K

Long-equity book

Holdings

293

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+103 / −101 / ↑71 / ↓76

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Cirrus Logic Inc$1.8K +213.1%
  • Kennametal Inc$1.7K +396.4%
  • Phibro Animal Health Corp Cl A$1.7K +441.7%
  • V2x Inc$1.5K +371.3%
  • Catalyst Pharmaceuticals Inc$1.5K +313.4%
Show all 71

Top Trims

  • Universal Health Services Inc-$2.0K -81.9%
  • Standard Motor Products Inc-$1.7K -82.9%
  • Enova Intl Inc-$1.5K -48.4%
  • Amneal Pharmaceuticals Inc Sto-$1.2K -44.3%
  • Blackbaud Inc-$647 -40.0%
Show all 76

New Positions

  • Patterson-UTI Energy Inc$2.5K
  • Northern Oil & Gas Inc$2.2K
  • Element Solutions Inc$2.2K
  • Indivior Pharmaceuticals Inc$2.1K
  • Roku Inc Cl A$2.1K
Show all 103

Exited Positions

  • Kaiser Aluminium Corporation$2.7K
  • Indivior Pharmaceuticals Inc$2.6K
  • Costamare Inc$2.5K
  • Apa Corporation$2.3K
  • Adt Inc$2.2K
Show all 101
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Technipfmc PLC FTI G87110105 $3.2K 0.93% 45,672 SH
2 Argan Inc AGX 04010E109 $3.1K 0.91% 5,664 SH
3 Jabil Inc JBL 466313103 $2.9K 0.84% 10,794 SH
4 Cirrus Logic Inc CRUS 172755100 $2.6K 0.77% 18,183 SH
5 California Resources Corp Stoc CRC 13057Q305 $2.5K 0.74% 36,498 SH
6 Amkor Technology Inc AMKR 031652100 $2.5K 0.74% 55,544 SH
7 Patterson-UTI Energy Inc PTEN 703481101 $2.5K 0.73% 228,182 SH
8 DHT Holdings Inc New DHT Y2065G121 $2.4K 0.70% 130,946 SH
9 Huntington Ingalls Industries HII 446413106 $2.3K 0.69% 6,178 SH
10 Pediatrix Medical Group Inc MD 58502B106 $2.2K 0.66% 104,933 SH
11 MYR Group Inc MYRG 55405W104 $2.2K 0.66% 7,901 SH
12 Mastec Inc MTZ 576323109 $2.2K 0.66% 6,911 SH
13 Northern Oil & Gas Inc NOG 665531307 $2.2K 0.65% 75,795 SH
14 Virtu Financial Inc Cl A VIRT 928254101 $2.2K 0.65% 50,219 SH
15 Nextpower Inc Class A NXT 65290E101 $2.2K 0.65% 18,313 SH
16 Element Solutions Inc ESI 28618M106 $2.2K 0.64% 64,116 SH
17 Kennametal Inc KMT 489170100 $2.2K 0.64% 60,577 SH
18 Viavi Solutions Inc VIAV 925550105 $2.2K 0.64% 64,907 SH
19 Phibro Animal Health Corp Cl A PAHC 71742Q106 $2.1K 0.63% 38,486 SH
20 Indivior Pharmaceuticals Inc INDV 45579U109 $2.1K 0.62% 69,550 SH
21 Zurn Elkay Water Solutions Cor ZWS 98983L108 $2.1K 0.62% 47,127 SH
22 Roku Inc Cl A ROKU 77543R102 $2.1K 0.61% 22,020 SH
23 Alcoa Corp AA 013872106 $2.1K 0.61% 31,251 SH
24 National Vision Holdings Inc EYE 63845R107 $2.1K 0.61% 79,894 SH
25 Caretrust REIT Inc CTRE 14174T107 $2.1K 0.61% 56,400 SH
26 Astec Industries Inc ASTE 046224101 $2.1K 0.61% 38,285 SH
27 QuinStreet Inc QNST 74874Q100 $2.1K 0.61% 171,408 SH
28 GATX Corp GATX 361448103 $2.0K 0.60% 11,987 SH
29 Laureate Ed Inc Common Stock LAUR 518613203 $2.0K 0.60% 58,607 SH
30 Primoris Services Corp PRIM 74164F103 $2.0K 0.59% 14,082 SH
31 Sabra Health Care REIT Inc SBRA 78573L106 $2.0K 0.58% 103,224 SH
32 EZCORP Inc Cl A Non Vtg EZPW 302301106 $2.0K 0.58% 77,451 SH
33 Jackson Financial Inc Cl A JXN 46817M107 $2.0K 0.58% 18,487 SH
34 OSI Systems Inc OSIS 671044105 $1.9K 0.57% 7,342 SH
35 Portland Gen Elec Co New POR 736508847 $1.9K 0.57% 36,839 SH
36 Commercial Metals Co CMC 201723103 $1.9K 0.57% 31,579 SH
37 Gigacloud Technology Inc Class GCT G38644103 $1.9K 0.57% 42,473 SH
38 Interface Inc TILE 458665304 $1.9K 0.57% 77,244 SH
39 Theravance Biopharma Inc TBPH G8807B106 $1.9K 0.57% 118,560 SH
40 Globus Med Inc Cl A GMED 379577208 $1.9K 0.57% 22,321 SH
41 One Gas Inc OGS 68235P108 $1.9K 0.57% 22,278 SH
42 Catalyst Pharmaceuticals Inc CPRX 14888U101 $1.9K 0.56% 77,304 SH
43 Rush Street Interactive Inc RSI 782011100 $1.9K 0.56% 87,851 SH
44 Plexus Corp PLXS 729132100 $1.9K 0.56% 9,425 SH
45 Deluxe Corp MTN DLX 248019101 $1.9K 0.56% 69,176 SH
46 Nicolet Bankshares Inc NIC 65406E102 $1.9K 0.56% 12,817 SH
47 V2x Inc VVX 92242T101 $1.9K 0.56% 27,798 SH
48 HCI Group Inc HCI 40416E103 $1.9K 0.56% 12,278 SH
49 QCR Holdings Inc QCRH 74727A104 $1.9K 0.56% 22,173 SH
50 Everquote Inc Cl A EVER 30041R108 $1.9K 0.55% 121,837 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $339.5K 293 0001831003-26-000003
2025-12-31 2026-02-09 $338.5K 291 0001831003-26-000002