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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 50 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 VFC V F CORP COM Consumer Cyclical 83.0 $1K NEW $16.67 -18.2%
982 FULT FULTON FINL CORP PA COM Financial Services 57.0 $1K NEW $24.19 -1.8%
983 VAL VALARIS LTD CL A Energy 19.0 $1K NEW $72.58 +17.7%
984 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 18.0 $1K NEW $76.44 -6.2%
985 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 12.0 $1K NEW $114.42 -16.5%
986 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 22.0 $1K NEW $61.82 -8.1%
987 NTRA NATERA INC COM Healthcare 5.0 $1K NEW $271.40 +24.8%
988 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 15.0 $1K NEW $90.00 +61.9%
989 INDB INDEPENDENT BK CORP MASS COM Financial Services 16.0 $1K NEW $83.75 -1.6%
990 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 16.0 $1K NEW $83.62 -20.4%
991 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 16.0 $1K NEW $83.50 +4.3%
992 CE CELANESE CORP DEL COM Basic Materials 29.0 $1K NEW $46.00 -2.5%
993 KFY KORN FERRY COM NEW Industrials 20.0 $1K NEW $66.60 +27.1%
994 LNTH LANTHEUS HLDGS INC COM Healthcare 12.0 $1K NEW $110.92 -9.4%
995 ACLS AXCELIS TECHNOLOGIES INC Technology 7.0 $1K NEW $189.43 -35.4%
996 BCO BRINKS CO COM Industrials 14.0 $1K NEW $94.50 +15.9%
997 BND VANGUARD TOTAL BOND MARKET ETF 18.0 $1K $73.39 -1.2%
998 OPLN OPENLANE INC COM Consumer Cyclical 32.0 $1K NEW $41.25 -13.9%
999 CTSH COGNIZANT TECH SOLUTIONS CORP Technology 34.0 $1K NEW $38.74 +64.6%
1000 TRN TRINITY INDS INC COM Industrials 38.0 $1K NEW $34.58 -14.7%
Page 50 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%