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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 17 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DEO DIAGEO PLC Consumer Defensive 385.0 $31K 0.01% +328.0 +575.4% $80.38 +14.3%
322 SOFI SOFI TECHNOLOGIES INC Financial Services 1,725.0 $31K 0.01% +50.0 +3.0% $17.93 -0.3%
323 RVMD REVOLUTION MEDICINES INC Healthcare 165.0 $31K 0.01% +5.0 +3.1% $187.28 +9.8%
324 PTC PTC INC Technology 270.0 $31K 0.01% +109.0 +67.7% $113.61 +37.1%
325 NWSA NEWS CORP NEW Communication Services 1,218.0 $30K 0.01% +1K +723.0% $24.83 +23.7%
326 CCI CROWN CASTLE INC Real Estate 395.0 $30K 0.01% +35.0 +9.7% $75.73 +0.5%
327 SE SEA LTD Consumer Cyclical 312.0 $30K 0.01% +123.0 +65.1% $95.83 +18.4%
328 SJM SMUCKER J M CO Consumer Defensive 260.0 $29K 0.01% +116.0 +80.6% $112.50 +16.6%
329 HEICO CORP NEW 113.0 $29K 0.01% +5.0 +4.6% $257.91
330 SMTC SEMTECH CORP Technology 180.0 $29K 0.01% +5.0 +2.9% $161.85 -17.8%
331 PPL PPL CORP Utilities 800.0 $29K 0.01% +25.0 +3.2% $36.35 -6.1%
332 EOG EOG RES INC Energy 223.0 $29K 0.01% +35.0 +18.6% $129.73 +11.7%
333 VLTO VERALTO CORP Industrials 326.0 $29K 0.01% +220.0 +207.6% $88.68 +11.2%
334 WAT WATERS CORP Healthcare 77.0 $29K 0.01% +21.0 +37.5% $375.05 +10.6%
335 IRM IRON MTN INC DEL Real Estate 228.0 $29K 0.01% +5.0 +2.2% $126.31 -8.7%
336 KEYS KEYSIGHT TECHNOLOGIES INC Technology 82.0 $29K 0.01% +5.0 +6.5% $350.07 -7.8%
337 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 105.0 $29K 0.01% +5.0 +5.0% $271.95 -16.8%
338 CMS CMS ENERGY CORP Utilities 371.0 $28K 0.01% +15.0 +4.2% $76.50 -11.0%
339 ESLT ELBIT SYS LTD Industrials 37.0 $28K 0.01% +3.0 +8.8% $758.73 -7.7%
340 EXC EXELON CORP Utilities 602.0 $28K 0.01% +90.0 +17.6% $46.62 -6.2%
Page 17 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%