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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 14 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EME EMCOR GROUP INC Industrials 51.0 $42K 0.01% +6.0 +13.3% $829.88 -11.5%
262 AEE AMEREN CORP Utilities 374.0 $42K 0.01% +10.0 +2.8% $113.04 -6.2%
263 EA ELECTRONIC ARTS INC Communication Services 206.0 $42K 0.01% +5.0 +2.5% $205.04 +2.3%
264 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,165.0 $42K 0.01% +3K +681.5% $13.28 -13.8%
265 GFS GLOBALFOUNDRIES INC Technology 510.0 $42K 0.01% +30.0 +6.2% $82.41 -45.8%
266 BIIB BIOGEN INC Healthcare 190.0 $41K 0.01% +5.0 +2.7% $216.06 +0.3%
267 AMP AMERIPRISE FINL INC Financial Services 89.0 $41K 0.01% +5.0 +6.0% $458.76 +20.6%
268 MRNA MODERNA INC Healthcare 576.0 $40K 0.01% +25.0 +4.5% $70.03 +100.4%
269 WAB WABTEC Industrials 149.0 $40K 0.01% +5.0 +3.5% $269.60 +6.1%
270 IVLU ISHARES TR 957.0 $40K 0.01% +16.0 +1.7% $41.81 +5.6%
271 TXT TEXTRON INC Industrials 436.0 $40K 0.01% +10.0 +2.4% $91.73 -12.2%
272 VEEV VEEVA SYS INC Healthcare 225.0 $40K 0.01% +88.0 +64.2% $177.47 +61.0%
273 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 491.0 $40K 0.01% +97.0 +24.6% $81.16 -9.6%
274 UAL UNITED AIRLS HLDGS INC Industrials 293.0 $40K 0.01% +10.0 +3.5% $135.99 -20.6%
275 HPE HEWLETT PACKARD ENTERPRISE C Technology 876.0 $40K 0.01% +120.0 +15.9% $45.11 +15.8%
276 NFG NATIONAL FUEL GAS CO Energy 510.0 $39K 0.01% +180.0 +54.5% $77.21 +7.6%
277 RKT ROCKET COS INC Financial Services 2,471.0 $39K 0.01% +2K +212.4% $15.75 -14.9%
278 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 509.0 $39K 0.01% +10.0 +2.0% $76.40 +6.4%
279 KVUE KENVUE INC Consumer Defensive 2,025.0 $39K 0.01% +495.0 +32.4% $19.11 -1.2%
280 PCG PG&E CORP Utilities 2,285.0 $38K 0.01% +55.0 +2.5% $16.82 -21.1%
Page 14 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%