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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 31 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AWI ARMSTRONG WORLD INDUSTRIES INC Industrials 11.0 $2K NEW $160.45 +9.4%
602 AGO ASSURED GUARANTY LTD Financial Services 22.0 $2K NEW $80.18 -5.4%
603 ENSG ENSIGN GROUP INC COM Healthcare 11.0 $2K NEW $160.27 +8.3%
604 ACIW ACI WORLDWIDE INC COM Technology 35.0 $2K NEW $50.29 +7.8%
605 IPGP IPG PHOTONICS CORP COM Technology 15.0 $2K NEW $117.33 -34.2%
606 COIN COINBASE GLOBAL INC COM CL A Financial Services 12.0 $2K NEW $146.17 +30.5%
607 ESE ESCO TECHNOLOGIES INC COM Technology 5.0 $2K NEW $350.00 -19.6%
608 U UNITY SOFTWARE INC COM Technology 61.0 $2K NEW $28.57 +52.2%
609 BROWN FORMAN CORP CL B 65.0 $2K NEW $26.65
610 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 10.0 $2K NEW $173.10 -5.8%
611 ASB ASSOCIATED BANK CORP Financial Services 56.0 $2K NEW $30.77 +0.1%
612 POWL POWELL INDS INC COM Industrials 6.0 $2K NEW $286.33 -32.8%
613 LITE LUMENTUM HLDGS INC COM Technology 2.0 $2K NEW $858.00 +11.4%
614 REZI RESIDEO TECHNOLOGIES INC COM Industrials 55.0 $2K NEW $31.11 -35.8%
615 AMERICAN BITCOIN CORP. COM CL A 2,511.0 $2K NEW $0.68
616 WSC WILLSCOT HLDGS CORP COM CL A Industrials 59.0 $2K NEW $28.86 -27.5%
617 GNTX GENTEX CORP COM Consumer Cyclical 67.0 $2K NEW $25.27 -8.7%
618 CPRT COPART INC COM Industrials 60.0 $2K NEW $28.18 +16.2%
619 CROX CROCS INC COM Consumer Cyclical 14.0 $2K NEW $120.64 +0.9%
620 WSFS WSFS FINL CORP COM Financial Services 22.0 $2K NEW $76.73 +2.2%
Page 31 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%