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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 23 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XPO XPO INC COM Industrials 22.0 $5K 0.00% NEW $205.27 -6.7%
442 ULTA ULTA BEAUTY INC COM Consumer Cyclical 10.0 $5K 0.00% NEW $451.00 +19.8%
443 DOC HEALTH CARE PPTY INVS INC Real Estate 210.0 $4K 0.00% $21.40 -0.8%
444 NTAP NETAPP INC COM Technology 29.0 $4K 0.00% NEW $154.76 +23.2%
445 CLH CLEAN HARBORS INC COM Industrials 15.0 $4K 0.00% NEW $298.73 +4.4%
446 RSG REPUBLIC SVCS INC COM Industrials 21.0 $4K 0.00% NEW $213.10 +2.9%
447 SEB SEABOARD CORP DEL COM Industrials 1.0 $4K 0.00% NEW $4464.00 -11.5%
448 SNPS SYNOPSYS INC COM Technology 10.0 $4K 0.00% NEW $446.10 +4.2%
449 ROK ROCKWELL AUTOMATION INC COM Industrials 9.0 $4K 0.00% NEW $495.11 -12.5%
450 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 12.0 $4K 0.00% NEW $370.58 -4.5%
451 IQVIA HLDGS INC COM 23.0 $4K 0.00% NEW $193.22
452 TOTALENERGIES SE ACT 57.0 $4K 0.00% NEW $77.75
453 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 46.0 $4K 0.00% NEW $96.13 -51.4%
454 HAL HALLIBURTON CO COM Energy 130.0 $4K 0.00% NEW $33.95 +4.5%
455 TXT TEXTRON INC COM Industrials 48.0 $4K 0.00% NEW $91.73 -10.2%
456 ZM ZOOM COMMUNICATIONS INC CL A Technology 51.0 $4K 0.00% NEW $86.31 +16.2%
457 GNRC GENERAC HLDGS INC COM Industrials 15.0 $4K 0.00% -12.0 -44.4% $292.80 -32.6%
458 ACGL ARCH CAPITAL GROUP LTD SHS Financial Services 45.0 $4K 0.00% NEW $97.07 +1.7%
459 REGN REGENERON PHARMACEUTICALS COM Healthcare 7.0 $4K 0.00% NEW $623.57 +29.5%
460 UBER UBER TECHNOLOGIES INC COM Technology 60.0 $4K 0.00% NEW $72.17 +6.6%
Page 23 of 72  ·  1,438 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%