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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 48 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 LYFT LYFT INC CL A COM Technology 45.0 $657.0 NEW $14.60 +17.7%
942 CRK COMSTOCK RES INC Energy 44.0 $656.0 NEW $14.91 -3.9%
943 AVA AVISTA CORP COM Utilities 16.0 $655.0 NEW $40.94 -8.3%
944 MGEE MGE ENERGY INC COM Utilities 8.0 $652.0 NEW $81.50 -3.7%
945 HRB BLOCK H & R INC COM Consumer Cyclical 17.0 $647.0 NEW $38.06 +39.6%
946 PERIMETER SOLUTIONS INC COMMON STOCK 18.0 $642.0 NEW $35.67
947 TTEK TETRA TECH INC NEW COM Industrials 22.0 $636.0 NEW $28.91 +25.7%
948 CNK CINEMARK HLDGS INC COM Communication Services 20.0 $635.0 NEW $31.75 +15.5%
949 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 60.0 $634.0 NEW $10.57 +7.5%
950 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 2.0 $632.0 NEW $316.00 -9.7%
951 CSGP COSTAR GROUP INC COM Real Estate 22.0 $623.0 NEW $28.32 +13.6%
952 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 23.0 $623.0 NEW $27.09 +2.0%
953 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 16.0 $620.0 NEW $38.75 -2.6%
954 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 8.0 $615.0 NEW $76.88 -5.5%
955 STRA STRAYER EDUCATION INC Consumer Defensive 8.0 $613.0 NEW $76.62 +11.0%
956 CPK CHESAPEAKE UTILS CORP COM Utilities 5.0 $612.0 NEW $122.40 +8.3%
957 RUSHB RUSH ENTERPRISES INC CL B 8.0 $612.0 NEW $76.50
958 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 62.0 $609.0 NEW $9.82 +34.9%
959 ITRI ITRON INC Technology 7.0 $606.0 NEW $86.57 +14.4%
960 LIBERTY GLOBAL LTD COM CL C 55.0 $605.0 NEW $11.00
Page 48 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%