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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 43 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ABM ABM INDS INC COM Industrials 22.0 $973.0 NEW $44.23 +6.6%
842 MGRC MCGRATH RENTCORP Industrials 8.0 $968.0 NEW $121.00 -6.0%
843 BKH BLACK HILLS CORP COM Utilities 13.0 $967.0 NEW $74.38 -1.3%
844 FRME FIRST MERCHANTS CORP COM Financial Services 22.0 $961.0 NEW $43.68 -4.6%
845 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 43.0 $958.0 NEW $22.28 +4.5%
846 KWR QUAKER HOUGHTON COM Basic Materials 6.0 $953.0 NEW $158.83 +3.4%
847 BGC BGC GROUP INC CL A Financial Services 89.0 $951.0 NEW $10.69 +13.2%
848 YOU CLEAR SECURE INC COM CL A Technology 17.0 $947.0 NEW $55.71 -20.8%
849 SMITHFIELD FOODS INC COM 39.0 $946.0 NEW $24.26
850 KAI KADANT INC COM Industrials 3.0 $943.0 NEW $314.33 -2.7%
851 BX BLACKSTONE GROUP LP Financial Services 8.0 $941.0 NEW $117.62 +22.1%
852 PENN PENN NATL GAMING INC Consumer Cyclical 44.0 $940.0 NEW $21.36 -18.9%
853 POR PORTLAND GENERAL ELECTRIC CO Utilities 18.0 $933.0 NEW $51.83 -3.8%
854 AZZ AZZ INC COM Industrials 6.0 $930.0 NEW $155.00 -9.8%
855 OGS ONE GAS INC COM Utilities 12.0 $925.0 NEW $77.08 +3.3%
856 WHD CACTUS INC CL A Energy 18.0 $922.0 NEW $51.22 +33.8%
857 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 8.0 $913.0 NEW $114.12 +0.8%
858 SEADRILL LTD COM 24.0 $908.0 NEW $37.83
859 ACM AECOM TECHNOLOGY CORP Industrials 13.0 $907.0 NEW $69.77 -5.1%
860 HAE HAEMONETICS CORP MASS COM Healthcare 12.0 $900.0 NEW $75.00 +40.0%
Page 43 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%