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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 23 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 10.0 $3K 0.00% NEW $263.30 +37.1%
442 EHC ENCOMPASS HEALTH CORP COM Healthcare 26.0 $3K 0.00% NEW $101.08 +18.3%
443 CDNS CADENCE DESIGN SYSTEM INC COM Technology 7.0 $3K 0.00% NEW $375.29 -7.4%
444 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 55.0 $3K 0.00% NEW $47.75 -11.0%
445 DAR DARLING INGREDIENTS INC COM Consumer Defensive 48.0 $3K 0.00% NEW $54.62 +12.4%
446 LAD LITHIA MTRS INC COM Consumer Cyclical 9.0 $3K 0.00% NEW $290.44 +27.7%
447 EMN EASTMAN CHEMICAL CO Basic Materials 39.0 $3K 0.00% NEW $66.97 +8.5%
448 DCI DONALDSON INC COM Industrials 29.0 $3K 0.00% NEW $89.76 +3.0%
449 M MACYS INC COM Consumer Cyclical 110.0 $3K 0.00% NEW $23.55 -4.4%
450 ABNB AIRBNB INC COM CL A Consumer Cyclical 18.0 $3K 0.00% NEW $143.11 +28.9%
451 ESNT ESSENT GROUP LTD COM Financial Services 40.0 $3K 0.00% NEW $64.28 +7.8%
452 WEC WEC ENERGY GROUP INC COM Utilities 22.0 $3K 0.00% NEW $116.77 -9.0%
453 EXC EXELON CORP COM Utilities 55.0 $3K 0.00% NEW $46.62 -5.7%
454 MTD METTLER TOLEDO INTL INCF Healthcare 2.0 $3K 0.00% NEW $1277.50 +10.2%
455 MHK MOHAWK INDS INC COM Consumer Cyclical 21.0 $3K 0.00% NEW $121.33 +7.0%
456 CACC CREDIT ACCEP CORP MICH COM Financial Services 4.0 $3K 0.00% NEW $636.75 -5.7%
457 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 29.0 $3K 0.00% NEW $87.21 +3.8%
458 SAIA SAIA INC COM Industrials 6.0 $3K 0.00% NEW $421.17 -16.2%
459 RIOT RIOT PLATFORMS INC COM Financial Services 92.0 $3K 0.00% NEW $27.38 -23.7%
460 GATES INDL CORP LTD COM SHS 90.0 $3K 0.00% NEW $27.97
Page 23 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%