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Portfolio (Quarterly) Guide ↗

Creative Capital Management Investments LLC

· CIK 0001957363
13F Portfolio $433M AUM 1,438 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1157 New 160 Added 39 Reduced 29 Exited
Page 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KLAC KLA-TENCOR CORP Technology 336.0 $101K 0.02% +310.0 +1192.3% $301.71 -39.5%
82 GRMN GARMIN LTD Technology 419.0 $100K 0.02% +19.0 +4.8% $237.54 +21.4%
83 GLW CORNING INC COM Technology 377.0 $96K 0.02% +77.0 +25.7% $255.43 -41.3%
84 GS GOLDMAN SACHS GROUP INC Financial Services 95.0 $96K 0.02% +15.0 +18.8% $1011.37 +2.8%
85 UNH UNITEDHEALTH GROUP Healthcare 212.0 $88K 0.02% +66.0 +45.2% $415.63 -3.3%
86 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,014.0 $84K 0.02% +731.0 +258.3% $83.07 +4.0%
87 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1,622.0 $84K 0.02% +2K +1335.4% $51.78 +1.7%
88 ABT ABBOTT LABORATORIES COM Healthcare 888.0 $81K 0.02% +64.0 +7.8% $90.74 +26.8%
89 DHI D R HORTON INC Consumer Cyclical 485.0 $79K 0.02% +35.0 +7.8% $162.88 -8.1%
90 JNJ JOHNSON & JOHNSON COM Healthcare 311.0 $79K 0.02% +53.0 +20.5% $253.97 +6.7%
91 VNQ VANGUARD REIT INDEX ETF 769.0 $74K 0.02% +93.0 +13.8% $96.43 +2.4%
92 GEV GE VERNOVA INC COM Utilities 62.0 $73K 0.02% +46.0 +287.5% $1174.85 -19.6%
93 APH AMPHENOL CORP CL A Technology 391.0 $69K 0.02% +71.0 +22.2% $176.32 -8.4%
94 CSCO CISCO SYS INC Technology 582.0 $68K 0.02% +237.0 +68.7% $117.46 -4.8%
95 RF REGIONS FINANCIAL CORP NEW Financial Services 2,059.0 $62K 0.01% +176.0 +9.3% $30.20 +2.0%
96 MMM 3M CO COM Industrials 369.0 $60K 0.01% +41.0 +12.5% $161.72 +10.8%
97 PNW PINNACLE WEST CAP CORP COM Utilities 520.0 $56K 0.01% +20.0 +4.0% $107.00 -7.9%
98 ETN EATON CORP PLC SHS Industrials 126.0 $54K 0.01% +21.0 +20.0% $426.12 -2.0%
99 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 104.0 $52K 0.01% +16.0 +18.2% $501.36 +26.4%
100 TMUS T-MOBILE US INC COM Communication Services 271.0 $45K 0.01% +66.0 +32.2% $167.73 +7.7%
Page 5 of 8  ·  160 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Industrials 14.0%
Consumer Cyclical 11.0%
Financial Services 10.7%
Healthcare 8.1%
Communication Services 6.9%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 1.6%
Basic Materials 0.9%