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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 25 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 29.0 $4K 0.00% NEW $139.93 +1.9%
482 BUNGE LIMITED F 38.0 $4K 0.00% NEW $106.74
483 RGA REINSURANCE GROUP AMER INC Financial Services 19.0 $4K 0.00% NEW $212.63 +15.7%
484 RL POLO RALPH LAUREN CL A CLASS A Consumer Cyclical 10.0 $4K 0.00% NEW $401.40 -12.3%
485 MCHP MICROCHIP TECHNOLOGY INC Technology 44.0 $4K 0.00% NEW $91.20 -17.2%
486 ORI OLD REP INTL CORP COM Financial Services 98.0 $4K 0.00% NEW $40.92 +3.2%
487 DHR DANAHER CORP Healthcare 21.0 $4K 0.00% NEW $190.48 +13.3%
488 TDG TRANSDIGM GROUP INC COM Industrials 3.0 $4K 0.00% NEW $1332.00 -10.9%
489 KHC KRAFT HEINZ CO COM Consumer Defensive 169.0 $4K 0.00% NEW $23.62 +6.4%
490 CSL CARLISLE COS INC COM Industrials 11.0 $4K 0.00% NEW $362.73 -0.5%
491 AZN ASTRAZENECA PLC- SPONS ADR Healthcare 21.0 $4K 0.00% NEW $189.62 -13.2%
492 CNC CENTENE CORP DEL COM Healthcare 62.0 $4K 0.00% NEW $64.19 +1.8%
493 HUM HUMANA INC COM Healthcare 10.0 $4K 0.00% NEW $397.20 -1.2%
494 AEP AMERICAN ELEC PWR CO INC COM Utilities 29.0 $4K 0.00% NEW $136.79 -10.3%
495 VST VISTRA CORP COM Utilities 25.0 $4K 0.00% NEW $158.64 -11.9%
496 ENTG ENTEGRIS INC COM Technology 22.0 $4K 0.00% NEW $179.86 -19.2%
497 R RYDER SYS INC COM Industrials 15.0 $4K 0.00% NEW $263.80 -6.0%
498 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 11.0 $4K 0.00% NEW $359.00 -3.6%
499 LPLA LPL FINL HLDGS INC COM Financial Services 14.0 $4K 0.00% NEW $281.71 +28.2%
500 BDX BECTON DICKINSON & CO COM Healthcare 26.0 $4K 0.00% NEW $151.35 +24.3%
Page 25 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%