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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 53 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PRIM PRIMORIS SVCS CORP COM Industrials 12.0 $1K NEW $99.08 -22.5%
1042 CAR AVIS BUDGET GROUP INC COM Industrials 8.0 $1K NEW $147.88 -4.3%
1043 BCPC BALCHEM CORP Basic Materials 7.0 $1K NEW $169.00 +5.5%
1044 DBX DROPBOX INC CL A Technology 43.0 $1K NEW $27.47 +29.6%
1045 TRMB TRIMBLE NAV LTD Technology 23.0 $1K NEW $51.17 +19.9%
1046 ICUI ICU MED INC COM Healthcare 8.0 $1K NEW $146.62 +20.4%
1047 WSBC WESBANCO INC COM Financial Services 30.0 $1K NEW $39.03 +3.7%
1048 OLN OLIN CORP COM PAR USD1 Basic Materials 59.0 $1K NEW $19.81 -12.9%
1049 FUL FULLER H B CO COM Basic Materials 20.0 $1K NEW $58.30 -1.3%
1050 LCII LCI INDS COM Consumer Cyclical 11.0 $1K NEW $105.91 -2.9%
1051 CRC CALIFORNIA RES CORP COM STOCK Energy 22.0 $1K NEW $52.86 -0.0%
1052 BILL BILL HOLDINGS INC COM Technology 32.0 $1K NEW $36.16 +34.7%
1053 PIPR PIPER JAFFRAY COS Financial Services 16.0 $1K NEW $72.31 +4.1%
1054 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 21.0 $1K NEW $54.90 -17.1%
1055 TFSL TFS FINL CORP COM Financial Services 65.0 $1K NEW $17.72 +1.3%
1056 LIVN LIVANOVA PLC SHS Healthcare 14.0 $1K NEW $82.21 -3.2%
1057 TRMK TRUSTMARK CORP COM Financial Services 25.0 $1K NEW $46.00 +0.2%
1058 PNR PENTAIR PLC SHS Industrials 15.0 $1K NEW $76.67 -18.5%
1059 OTIS OTIS WORLDWIDE CORP COM Industrials 16.0 $1K -8.0 -33.3% $71.62 -0.1%
1060 LOPE GRAND CANYON ED INC COM Consumer Defensive 8.0 $1K NEW $143.12 +4.6%
Page 53 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%