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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 34 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GAMESTOP CORP 71.0 $2K NEW $22.08
662 ICLR ICON PUB LTD CO SHS Healthcare 9.0 $2K NEW $173.67 -2.3%
663 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 43.0 $2K NEW $36.33 +7.5%
664 MTCH MATCH GROUP INC NEW COM Communication Services 41.0 $2K NEW $38.05 +8.3%
665 BRC BRADY CORP CL A Industrials 17.0 $2K NEW $91.59 +2.1%
666 ACT ENACT HLDGS INC COM Financial Services 34.0 $2K NEW $45.71 +7.3%
667 NY COMMUNITY BANCORP INC 104.0 $2K NEW $14.94
668 WEX WEX INC COM Technology 11.0 $2K NEW $141.09 +40.6%
669 HQY HEALTHEQUITY INC COM Healthcare 17.0 $2K NEW $90.29 +3.4%
670 INSW INTERNATIONAL SEAWAYS INC COM Energy 20.0 $2K NEW $76.60 +29.6%
671 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 113.0 $2K NEW $13.53 -9.6%
672 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 58.0 $2K NEW $26.34 +4.2%
673 VAC MARRIOTT VACATIONS WORLDWIDE C COM Consumer Cyclical 15.0 $2K NEW $101.87 +9.4%
674 FFIN FIRST FINL BANKSHARES INC COM Financial Services 44.0 $2K NEW $34.59 -4.4%
675 GTX GARRETT MOTION INC COM Consumer Cyclical 42.0 $2K NEW $36.24 -24.3%
676 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 17.0 $2K NEW $89.47 -24.9%
677 TEX TEREX CORP NEW COM Industrials 21.0 $2K NEW $72.38 -10.8%
678 FEDEX FGHT HLDG CO INC COMMON STOCK 10.0 $2K NEW $151.00
679 ZTS ZOETIS INC CL A Healthcare 21.0 $2K NEW $71.86 +4.4%
680 HP HELMERICH & PAYNE INC COM Energy 46.0 $2K NEW $32.74 +29.6%
Page 34 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%