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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 40 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DBX DROPBOX INC CL A Technology 43.0 $1K NEW $27.47 +30.6%
782 TRMB TRIMBLE NAV LTD Technology 23.0 $1K NEW $51.17 +20.3%
783 ICUI ICU MED INC COM Healthcare 8.0 $1K NEW $146.62 +19.4%
784 WSBC WESBANCO INC COM Financial Services 30.0 $1K NEW $39.03 +3.6%
785 OLN OLIN CORP COM PAR USD1 Basic Materials 59.0 $1K NEW $19.81 -12.8%
786 FUL FULLER H B CO COM Basic Materials 20.0 $1K NEW $58.30 -2.2%
787 LCII LCI INDS COM Consumer Cyclical 11.0 $1K NEW $105.91 -3.4%
788 CRC CALIFORNIA RES CORP COM STOCK Energy 22.0 $1K NEW $52.86 +0.1%
789 BILL BILL HOLDINGS INC COM Technology 32.0 $1K NEW $36.16 +35.2%
790 PIPR PIPER JAFFRAY COS Financial Services 16.0 $1K NEW $72.31 +3.2%
791 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 21.0 $1K NEW $54.90 -17.5%
792 TFSL TFS FINL CORP COM Financial Services 65.0 $1K NEW $17.72 +1.1%
793 LIVN LIVANOVA PLC SHS Healthcare 14.0 $1K NEW $82.21 -2.7%
794 TRMK TRUSTMARK CORP COM Financial Services 25.0 $1K NEW $46.00 +0.5%
795 PNR PENTAIR PLC SHS Industrials 15.0 $1K NEW $76.67 -19.0%
796 LOPE GRAND CANYON ED INC COM Consumer Defensive 8.0 $1K NEW $143.12 +4.9%
797 AIR AAR CORP COM Industrials 8.0 $1K NEW $142.88 -4.9%
798 HAYW HAYWARD HLDGS INC COM Industrials 66.0 $1K NEW $17.30 -17.6%
799 PTCT PTC THERAPEUTICS INC COM Healthcare 14.0 $1K NEW $81.57 -12.0%
800 BOH BANK HAWAII CORP COM Financial Services 14.0 $1K NEW $81.50 -5.2%
Page 40 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%