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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 21 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PYPL PAYPAL HLDGS INC COM Financial Services 66.0 $3K 0.00% NEW $43.18 +42.4%
402 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 57.0 $3K 0.00% NEW $49.98 +5.7%
403 CBSH COMMERCE BANCSHARES INC COM Financial Services 49.0 $3K 0.00% NEW $57.76 +0.5%
404 TTC TORO CO COM Industrials 29.0 $3K 0.00% NEW $97.41 +2.1%
405 HL HECLA MINING COMPANY COM Basic Materials 183.0 $3K 0.00% NEW $15.43 +38.9%
406 EXPE EXPEDIA INC DEL COM Consumer Cyclical 11.0 $3K 0.00% NEW $255.91 +24.6%
407 FAF FIRST AMERICAN CORP Financial Services 41.0 $3K 0.00% NEW $68.59 +8.7%
408 MSCI MSCI INC COM Financial Services 5.0 $3K 0.00% NEW $560.00 +1.6%
409 ROL ROLLINS INC COM Consumer Cyclical 67.0 $3K 0.00% NEW $41.75 -13.9%
410 THG HANOVER INS GROUP INC COM Financial Services 13.0 $3K 0.00% NEW $214.15 +6.3%
411 CG CARLYLE GROUP INC COM Financial Services 66.0 $3K 0.00% NEW $42.11 +16.9%
412 MAS MASCO CORP COM Industrials 34.0 $3K 0.00% NEW $81.38 -10.6%
413 MPWR MONOLITHIC PWR SYS INC COM Technology 2.0 $3K 0.00% NEW $1382.50 -5.2%
414 JXN JACKSON FINANCIAL INC COM CL A Financial Services 27.0 $3K 0.00% NEW $102.41 +30.3%
415 COLB COLUMBIA BKG SYS INC COM Financial Services 86.0 $3K 0.00% NEW $32.05 -4.2%
416 MIDD MIDDLEBY CORP COM Industrials 16.0 $3K 0.00% NEW $172.00 -33.9%
417 ES EVERSOURCE ENERGY COM Utilities 38.0 $3K 0.00% NEW $72.26 -1.9%
418 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 25.0 $3K 0.00% NEW $109.76 +0.2%
419 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 7.0 $3K 0.00% NEW $391.43 -4.9%
420 KVUE KENVUE INC COM Consumer Defensive 143.0 $3K 0.00% NEW $19.11 +0.5%
Page 21 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%