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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 20 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HWM HOWMET AEROSPACE INC COM Industrials 11.0 $3K 0.00% NEW $268.82 -0.4%
382 CRL CHARLES RIV LABS INTL INC COM Healthcare 13.0 $3K 0.00% NEW $226.77 +30.7%
383 SPXC SPX TECHNOLOGIES INC COM Industrials 12.0 $3K 0.00% NEW $245.17 -16.3%
384 IESC IES HOLDINGS INC COM Industrials 4.0 $3K 0.00% NEW $734.75 -54.6%
385 WSO WATSCO INC COM Industrials 7.0 $3K 0.00% NEW $416.71 -24.9%
386 SSNC SS&C TECH HLDGS COM Technology 47.0 $3K 0.00% NEW $62.04 +34.5%
387 ONB OLD NATL BANCORP IND COM Financial Services 112.0 $3K 0.00% NEW $25.90 -0.2%
388 DOW DOW HLDGS INC COM Basic Materials 106.0 $3K 0.00% NEW $27.36 +10.9%
389 J JACOBS SOLUTIONS INC COM Industrials 23.0 $3K 0.00% NEW $126.00 +19.5%
390 SOUTHSTATE BK CORP COM 29.0 $3K 0.00% NEW $99.90
391 LEN LENNAR CORP CL A Consumer Cyclical 32.0 $3K 0.00% NEW $90.50 -6.0%
392 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 12.0 $3K 0.00% NEW $241.00 +4.2%
393 VMI VALMONT INDS INC COM Industrials 5.0 $3K 0.00% NEW $577.60 -16.8%
394 LEIDOS HOLDINGS INC COM 28.0 $3K 0.00% NEW $102.96
395 YUM YUM! BRANDS INC Consumer Cyclical 18.0 $3K 0.00% NEW $159.83 -5.7%
396 MRNA MODERNA INC COM Healthcare 41.0 $3K 0.00% NEW $70.02 +103.9%
397 CME CHICAGO MERCANTILE HLDGS INC Financial Services 13.0 $3K 0.00% NEW $220.85 +27.2%
398 ESI ELEMENT SOLUTIONS INC COM Basic Materials 60.0 $3K 0.00% NEW $47.75 -23.5%
399 LII LENNOX INTL INC COM Industrials 5.0 $3K 0.00% NEW $573.00 -31.7%
400 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 50.0 $3K 0.00% NEW $57.22 +14.1%
Page 20 of 58  ·  1,157 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%