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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $342M AUM 1,289 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 125 New 509 Added 179 Reduced 74 Exited
Page 11 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALL ALLSTATE CORP Financial Services 239.0 $57K 0.02% +5.0 +2.1% $237.94 +8.3%
202 VTR VENTAS INC Real Estate 634.0 $56K 0.02% +10.0 +1.6% $88.80 +2.7%
203 GDDY GODADDY INC Technology 660.0 $56K 0.02% +603.0 +1057.9% $84.88 +15.3%
204 FERG FERGUSON ENTERPRISES INC Industrials 235.0 $56K 0.02% +5.0 +2.2% $237.33 -5.4%
205 NTRS NORTHERN TR CORP Financial Services 320.0 $56K 0.02% +5.0 +1.6% $173.84 +6.7%
206 LNT ALLIANT ENERGY CORP Utilities 727.0 $55K 0.02% +197.0 +37.2% $76.29 -10.9%
207 DLR DIGITAL RLTY TR INC Real Estate 308.0 $55K 0.02% +10.0 +3.4% $179.58 +3.3%
208 DOW DOW HLDGS INC Basic Materials 2,018.0 $55K 0.02% +429.0 +27.0% $27.36 +11.5%
209 GIS GENERAL MILLS INC Consumer Defensive 1,585.0 $55K 0.02% +1K +577.4% $34.80 +18.4%
210 FLUTTER ENTMT PLC 535.0 $55K 0.02% +310.0 +137.8% $102.17
211 PWV INVESCO EXCHANGE TRADED FD T 705.0 $53K 0.02% +4.0 +0.6% $75.78 +7.6%
212 NRG NRG ENERGY INC Utilities 365.0 $53K 0.02% +5.0 +1.4% $146.06 -24.6%
213 BDX BECTON DICKINSON & CO Healthcare 350.0 $53K 0.01% +25.0 +7.7% $151.33 +24.3%
214 WBD WARNER BROS DISCOVERY INC Communication Services 1,986.0 $53K 0.01% +144.0 +7.8% $26.66 +7.0%
215 ITT ITT INC Industrials 265.0 $52K 0.01% +5.0 +1.9% $197.76 +1.3%
216 FAST FASTENAL CO Industrials 1,088.0 $52K 0.01% +40.0 +3.8% $48.03 +2.7%
217 RACE FERRARI N V Consumer Cyclical 139.0 $52K 0.01% +79.0 +131.7% $372.30 +13.5%
218 CL COLGATE PALMOLIVE CO Consumer Defensive 564.0 $52K 0.01% +15.0 +2.7% $91.68 -2.0%
219 CTVA CORTEVA INC Basic Materials 604.0 $51K 0.01% +30.0 +5.2% $84.69 -0.1%
220 ENTERGY CORP NEW 445.0 $51K 0.01% +10.0 +2.3% $114.86
Page 11 of 26  ·  509 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 35.4%
Financial Services 17.7%
Consumer Cyclical 9.4%
Healthcare 9.2%
Industrials 8.0%
Communication Services 7.1%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 2.3%
Basic Materials 2.0%