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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 44 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 OTTR OTTER TAIL CORP COM Utilities 10.0 $900.0 NEW $90.00 +1.9%
862 SBCF SEACOAST BKG CORP FLA COM NEW Financial Services 27.0 $898.0 NEW $33.26 +3.2%
863 VC VISTEON CORP COM NEW Consumer Cyclical 9.0 $893.0 NEW $99.22 +1.8%
864 ESAB ESAB CORPORATION COM Industrials 9.0 $888.0 NEW $98.67 -19.9%
865 VEEV VEEVA SYS INC CL A COM Healthcare 5.0 $887.0 NEW $177.40 +59.0%
866 FBK FB FINL CORP COM Financial Services 16.0 $886.0 NEW $55.38 +4.1%
867 SHOO MADDEN STEVEN LTD COM Consumer Cyclical 21.0 $884.0 NEW $42.10 +6.2%
868 FISV FISERV INC Technology 18.0 $883.0 NEW $49.06 +7.2%
869 GFF GRIFFON CORP COM Industrials 9.0 $878.0 NEW $97.56 +1.7%
870 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 3.0 $874.0 NEW $291.33 -10.1%
871 RDDT REDDIT INC CL A Communication Services 5.0 $868.0 NEW $173.60 -11.3%
872 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 17.0 $867.0 NEW $51.00 -4.3%
873 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 5.0 $865.0 NEW $173.00 -54.8%
874 NMRK NEWMARK GROUP INC CL A Real Estate 57.0 $861.0 NEW $15.11 +2.9%
875 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 12.0 $860.0 NEW $71.67 -4.6%
876 POOL POOL CORP COM Industrials 4.0 $860.0 NEW $215.00 -13.5%
877 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 12.0 $859.0 NEW $71.58 -0.8%
878 SR SPIRE INC COM Utilities 11.0 $859.0 NEW $78.09 +5.7%
879 DOX AMDOCS LTD SHS Technology 17.0 $859.0 NEW $50.53 +24.1%
880 CNS COHEN & STEERS INC COM Financial Services 11.0 $838.0 NEW $76.18 +8.5%
Page 44 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%