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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 54 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AIR AAR CORP COM Industrials 8.0 $1K NEW $142.88 -4.5%
1062 HAYW HAYWARD HLDGS INC COM Industrials 66.0 $1K NEW $17.30 -16.7%
1063 PTCT PTC THERAPEUTICS INC COM Healthcare 14.0 $1K NEW $81.57 -12.2%
1064 BOH BANK HAWAII CORP COM Financial Services 14.0 $1K NEW $81.50 -5.4%
1065 YETI YETI HLDGS INC COM Consumer Cyclical 23.0 $1K NEW $49.57 -15.0%
1066 NOVT NOVANTA INC COM Technology 7.0 $1K NEW $162.29 -11.7%
1067 FRANKLIN XRP ETF 100.0 $1K NEW $11.35
1068 AXON AXON ENTERPRISE INC COM Industrials 2.0 $1K NEW $560.50 +8.8%
1069 FFBC 1ST FINL BANCORP COM Financial Services 33.0 $1K NEW $33.82 -3.3%
1070 KRYS KRYSTAL BIOTECH INC COM Healthcare 3.0 $1K NEW $371.67 -4.2%
1071 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 104.0 $1K NEW $10.71 +15.0%
1072 CSW INDUSTRIALS INC COM 4.0 $1K NEW $278.25
1073 KMX CARMAX INC COM Consumer Cyclical 21.0 $1K NEW $52.90 +18.7%
1074 EFX EQUIFAX INC COM Industrials 7.0 $1K NEW $158.71 +21.1%
1075 WDAY WORKDAY INC CL A Technology 9.0 $1K NEW $122.44 +60.4%
1076 PRK PARK NATL CORP COM Financial Services 6.0 $1K NEW $183.00 +9.2%
1077 SM SM ENERGY COMPANY COM Energy 42.0 $1K NEW $26.10 +38.4%
1078 OSIS OSI SYSTEMS INC COM Technology 5.0 $1K NEW $218.80 -4.7%
1079 SCHX SCHWAB U.S. LARGE-CAP ETF 37.0 $1K $29.43 +3.4%
1080 BCC BOISE CASCADE CO DEL COM Basic Materials 14.0 $1K NEW $77.64 +2.4%
Page 54 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%