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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 51 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 7.0 $496.0 NEW $70.86 +4.9%
1002 COMP COMPASS INC CL A Technology 40.0 $493.0 NEW $12.32 -9.9%
1003 NOG NORTHERN OIL & GAS INC COM Energy 27.0 $490.0 NEW $18.15 +43.7%
1004 MMSI MERIT MED SYS INC COM Healthcare 7.0 $485.0 NEW $69.29 +29.2%
1005 CNR CORE NATURAL RESOURCES INC COM SHS Energy 6.0 $480.0 NEW $80.00 +27.1%
1006 ERIE ERIE INDTY CO CL A Financial Services 2.0 $480.0 NEW $240.00 +8.1%
1007 BSY BENTLEY SYS INC COM CL B Technology 16.0 $478.0 NEW $29.88 +25.9%
1008 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 12.0 $475.0 NEW $39.58 +3.3%
1009 EXPO EXPONENT INC COM Industrials 8.0 $470.0 NEW $58.75 +21.1%
1010 MORN MORNINGSTAR INC Financial Services 3.0 $468.0 NEW $156.00 +40.3%
1011 ITGR INTEGER HLDGS CORP COM Healthcare 5.0 $467.0 NEW $93.40 +34.2%
1012 DNLI DENALI THERAPEUTICS INC COM Healthcare 18.0 $463.0 NEW $25.72 -4.1%
1013 CORZ CORE SCIENTIFIC INC NEW COM Technology 18.0 $461.0 NEW $25.61 -31.2%
1014 DXC DXC TECHNOLOGY CO COM Technology 52.0 $460.0 NEW $8.85 +24.3%
1015 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 1.0 $459.0 NEW $459.00 +14.9%
1016 UHAL U HAUL HOLDING COMPANY COM 7.0 $458.0 NEW $65.43
1017 PODD INSULET CORP COM Healthcare 3.0 $457.0 NEW $152.33 -5.9%
1018 MZTI MARZETTI COMPANY COM Consumer Defensive 4.0 $457.0 NEW $114.25 -1.5%
1019 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 99.0 $457.0 NEW $4.62 -26.8%
1020 VSEC VSE CORP COM Industrials 2.0 $457.0 NEW $228.50 -3.3%
Page 51 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%