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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 52 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MKTX MARKETAXESS HLDGS INC COM Financial Services 4.0 $454.0 NEW $113.50 +43.2%
1022 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 12.0 $454.0 NEW $37.83 -3.0%
1023 CLSK CLEANSPARK INC COM NEW Technology 31.0 $451.0 NEW $14.55 -16.3%
1024 IPAR INTERPARFUMS INC COM Consumer Defensive 4.0 $447.0 NEW $111.75 +4.4%
1025 BMI BADGER METER INC COM Technology 3.0 $445.0 NEW $148.33 -7.5%
1026 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 19.0 $439.0 NEW $23.11 -18.2%
1027 BROS DUTCH BROS INC CL A Consumer Cyclical 6.0 $431.0 NEW $71.83 -28.7%
1028 PTEN PATTERSON-UTI ENERGY INC COM Energy 47.0 $431.0 NEW $9.17 +28.1%
1029 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 9.0 $425.0 NEW $47.22 +10.4%
1030 GDDY GODADDY INC CL A Technology 5.0 $424.0 NEW $84.80 +12.7%
1031 VNOM VIPER ENERGY INC CL A Energy 10.0 $424.0 NEW $42.40 +4.3%
1032 DLB DOLBY LABORATORIES INC Technology 8.0 $421.0 NEW $52.62 +23.4%
1033 MANH MANHATTAN ASSOCIATES INC COM Technology 3.0 $418.0 NEW $139.33 +54.9%
1034 PCTY PAYLOCITY HLDG CORP COM Technology 4.0 $418.0 NEW $104.50 +45.5%
1035 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 8.0 $417.0 NEW $52.12 +2.2%
1036 CENX CENTURY ALUM CO COM Basic Materials 9.0 $414.0 NEW $46.00 -4.5%
1037 RGEN REPLIGEN CORP COM Healthcare 3.0 $409.0 NEW $136.33 +32.2%
1038 FLUTTER ENTMT PLC SHS 4.0 $409.0 NEW $102.25
1039 PCVX VAXCYTE INC COM Healthcare 7.0 $407.0 NEW $58.14 +5.1%
1040 RBRK RUBRIK INC. CL A Technology 5.0 $401.0 NEW $80.20 +19.9%
Page 52 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%