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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 68 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 PLUS EPLUS INC COM Technology 4.0 $333.0 NEW $83.25 +2.5%
1342 NIC NICOLET BANKSHARES INC COM Financial Services 2.0 $331.0 NEW $165.50 +3.1%
1343 ALG ALAMO GROUP INC COM Industrials 2.0 $329.0 NEW $164.50 +0.1%
1344 EFSC ENTERPRISE FINL SVCS CORP COM Financial Services 5.0 $329.0 NEW $65.80 -3.3%
1345 BKV BKV CORP COM Energy 12.0 $328.0 NEW $27.33 -10.5%
1346 LOAR LOAR HOLDINGS INC COM SHS Industrials 4.0 $322.0 NEW $80.50 -6.9%
1347 SEI SOLARIS ENERGY INFRAS INC COM CL A Energy 4.0 $322.0 NEW $80.50 -35.0%
1348 INSM INSMED INC COM PAR USD.01 Healthcare 3.0 $320.0 NEW $106.67 +16.0%
1349 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 4.0 $318.0 $79.50 +14.3%
1350 HLNE HAMILTON LANE INC CL A Financial Services 4.0 $315.0 NEW $78.75 +33.9%
1351 WHR WHIRLPOOL CORP COM Consumer Cyclical 8.0 $315.0 NEW $39.38 +2.2%
1352 COTY COTY INC COM CL A Consumer Defensive 144.0 $311.0 NEW $2.16 +23.4%
1353 FLO FLOWERS FOODS INC COM Consumer Defensive 39.0 $308.0 NEW $7.90 -8.8%
1354 OI O-I GLASS INC COM Consumer Cyclical 32.0 $308.0 NEW $9.62 -21.8%
1355 HAMILTON INSURANCE GROUP LTD. CL B 9.0 $305.0 NEW $33.89
1356 CTRI CENTURI HOLDINGS INC COM SHS Utilities 10.0 $302.0 NEW $30.20 -29.9%
1357 ADUS ADDUS HOMECARE CORP COM Healthcare 3.0 $301.0 NEW $100.33 +21.3%
1358 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 8.0 $299.0 NEW $37.38 +127.0%
1359 TNET TRINET GROUP INC COM Industrials 6.0 $297.0 NEW $49.50 +40.8%
1360 IOT SAMSARA INC COM CL A Technology 9.0 $292.0 NEW $32.44 +22.6%
Page 68 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%