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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 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ZTS ZOETIS INC CL A Healthcare 21.0 $2K NEW $71.86 +4.4%
942 HP HELMERICH & PAYNE INC COM Energy 46.0 $2K NEW $32.74 +29.6%
943 DORM DORMAN PRODS INC COM Consumer Cyclical 11.0 $2K NEW $136.45 -6.0%
944 FELE FRANKLIN ELEC INC COM Industrials 14.0 $2K NEW $107.21 -4.7%
945 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 195.0 $1K NEW $7.68 -20.1%
946 PSTG EVERPURE INC CL A 19.0 $1K NEW $78.79
947 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 30.0 $1K NEW $49.87 +7.7%
948 ECG EVERUS CONSTR GROUP COM Industrials 9.0 $1K NEW $166.00 -27.1%
949 FIRST HAWAIIAN INC COM 51.0 $1K NEW $29.29
950 JAMES HARDIE INDS PLC ORD SHS 57.0 $1K NEW $26.18
951 VIRT VIRTU FINL INC CL A Financial Services 25.0 $1K NEW $59.56 +12.6%
952 CHRD CHORD ENERGY CORPORATION COM NEW Energy 13.0 $1K NEW $114.31 +27.7%
953 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 12.0 $1K NEW $123.25 +8.4%
954 W WAYFAIR INC CL A Consumer Cyclical 16.0 $1K NEW $92.44 +13.6%
955 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 9.0 $1K NEW $164.22 -5.2%
956 DASH DOORDASH INC CL A Communication Services 8.0 $1K NEW $184.50 +25.7%
957 CDE COEUR MNG INC COM NEW Basic Materials 90.0 $1K NEW $16.32 +36.1%
958 MRCY MERCURY SYS INC COM Industrials 12.0 $1K NEW $122.33 -26.0%
959 NNI NELNET INC CL A Financial Services 11.0 $1K NEW $133.36 -4.5%
960 DRS LEONARDO DRS INC COM Industrials 34.0 $1K NEW $42.68 -8.8%
Page 48 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%