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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 65 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 12.0 $475.0 NEW $39.58 +4.4%
1282 EXPO EXPONENT INC COM Industrials 8.0 $470.0 NEW $58.75 +19.7%
1283 MORN MORNINGSTAR INC Financial Services 3.0 $468.0 NEW $156.00 +36.2%
1284 ITGR INTEGER HLDGS CORP COM Healthcare 5.0 $467.0 NEW $93.40 +34.0%
1285 DNLI DENALI THERAPEUTICS INC COM Healthcare 18.0 $463.0 NEW $25.72 -4.5%
1286 CORZ CORE SCIENTIFIC INC NEW COM Technology 18.0 $461.0 NEW $25.61 -32.0%
1287 DXC DXC TECHNOLOGY CO COM Technology 52.0 $460.0 NEW $8.85 +19.3%
1288 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 1.0 $459.0 NEW $459.00 +19.8%
1289 UHAL U HAUL HOLDING COMPANY COM 7.0 $458.0 NEW $65.43
1290 PODD INSULET CORP COM Healthcare 3.0 $457.0 NEW $152.33 -5.9%
1291 MZTI MARZETTI COMPANY COM Consumer Defensive 4.0 $457.0 NEW $114.25 -0.7%
1292 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 99.0 $457.0 NEW $4.62 -26.1%
1293 VSEC VSE CORP COM Industrials 2.0 $457.0 NEW $228.50 -0.7%
1294 MKTX MARKETAXESS HLDGS INC COM Financial Services 4.0 $454.0 NEW $113.50 +43.2%
1295 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 12.0 $454.0 NEW $37.83 -3.0%
1296 CLSK CLEANSPARK INC COM NEW Technology 31.0 $451.0 NEW $14.55 -16.3%
1297 IPAR INTERPARFUMS INC COM Consumer Defensive 4.0 $447.0 NEW $111.75 +4.4%
1298 BMI BADGER METER INC COM Technology 3.0 $445.0 NEW $148.33 -7.5%
1299 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 19.0 $439.0 NEW $23.11 -18.2%
1300 BROS DUTCH BROS INC CL A Consumer Cyclical 6.0 $431.0 NEW $71.83 -28.7%
Page 65 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%