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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 35 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DORM DORMAN PRODS INC COM Consumer Cyclical 11.0 $2K NEW $136.45 -6.0%
682 FELE FRANKLIN ELEC INC COM Industrials 14.0 $2K NEW $107.21 -4.7%
683 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 195.0 $1K NEW $7.68 -20.1%
684 PSTG EVERPURE INC CL A 19.0 $1K NEW $78.79
685 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 30.0 $1K NEW $49.87 +7.7%
686 ECG EVERUS CONSTR GROUP COM Industrials 9.0 $1K NEW $166.00 -27.1%
687 FIRST HAWAIIAN INC COM 51.0 $1K NEW $29.29
688 JAMES HARDIE INDS PLC ORD SHS 57.0 $1K NEW $26.18
689 VIRT VIRTU FINL INC CL A Financial Services 25.0 $1K NEW $59.56 +12.6%
690 CHRD CHORD ENERGY CORPORATION COM NEW Energy 13.0 $1K NEW $114.31 +27.7%
691 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 12.0 $1K NEW $123.25 +8.4%
692 W WAYFAIR INC CL A Consumer Cyclical 16.0 $1K NEW $92.44 +13.6%
693 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 9.0 $1K NEW $164.22 -5.2%
694 DASH DOORDASH INC CL A Communication Services 8.0 $1K NEW $184.50 +25.7%
695 CDE COEUR MNG INC COM NEW Basic Materials 90.0 $1K NEW $16.32 +36.1%
696 MRCY MERCURY SYS INC COM Industrials 12.0 $1K NEW $122.33 -26.0%
697 NNI NELNET INC CL A Financial Services 11.0 $1K NEW $133.36 -4.5%
698 DRS LEONARDO DRS INC COM Industrials 34.0 $1K NEW $42.68 -8.8%
699 CGNX COGNEX CORP COM Technology 20.0 $1K NEW $72.40 -13.0%
700 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 49.0 $1K NEW $29.53 -3.5%
Page 35 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%