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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 13 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AME AMETEK INC Industrials 190.0 $46K 0.01% +5.0 +2.7% $241.94 -2.8%
242 MTZ MASTEC INC Industrials 110.0 $46K 0.01% +5.0 +4.8% $416.06 -42.4%
243 L LOEWS CORP Financial Services 403.0 $46K 0.01% +10.0 +2.5% $113.21 -4.3%
244 TRMB TRIMBLE INC Technology 890.0 $46K 0.01% +694.0 +354.1% $51.18 +17.1%
245 DUK DUKE ENERGY CORP NEW Utilities 357.0 $45K 0.01% +20.0 +5.9% $126.58 -5.3%
246 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 150.0 $45K 0.01% +20.0 +15.4% $301.03 -20.0%
247 NKE NIKE INC Consumer Cyclical 1,095.0 $45K 0.01% +930.0 +563.6% $41.05 -4.8%
248 DIOD DIODES INC Technology 410.0 $45K 0.01% +10.0 +2.5% $109.44 -17.0%
249 WDAY WORKDAY INC Technology 364.0 $45K 0.01% +246.0 +208.5% $122.42 +61.3%
250 APA APA CORPORATION Energy 1,361.0 $44K 0.01% +150.0 +12.4% $32.57 +32.5%
251 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 4,175.0 $44K 0.01% +2K +77.3% $10.57 +6.0%
252 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 546.0 $43K 0.01% +10.0 +1.9% $79.22 +9.0%
253 QQQM INVESCO EXCH TRADED FD TR II 142.0 $43K 0.01% +120.0 +545.5% $303.46 -2.7%
254 ACGL ARCH CAP GROUP LTD Financial Services 441.0 $43K 0.01% +5.0 +1.1% $97.06 +1.0%
255 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 112.0 $43K 0.01% +15.0 +15.5% $380.38 -30.6%
256 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 395.0 $43K 0.01% +10.0 +2.6% $107.78 +2.2%
257 FDS FACTSET RESH SYS INC Financial Services 185.0 $43K 0.01% +40.0 +27.6% $230.08 +36.3%
258 HMC HONDA MOTOR CO LTD Consumer Cyclical 1,566.0 $42K 0.01% +1K +891.1% $27.11 +17.9%
259 VTRS VIATRIS INC Healthcare 2,670.0 $42K 0.01% +55.0 +2.1% $15.88 +4.0%
260 SLB SLB LIMITED Energy 911.0 $42K 0.01% +85.0 +10.3% $46.49 +29.3%
Page 13 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%