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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 3 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES TR 6,184.0 $477K 0.14% +318.0 +5.4% $77.11 -2.4%
42 DELL DELL TECHNOLOGIES INC Technology 1,102.0 $475K 0.14% +68.0 +6.6% $431.46 +7.9%
43 CAT CATERPILLAR INC Industrials 441.0 $470K 0.14% +52.0 +13.4% $1064.90 -25.4%
44 IWF ISHARES TR 3,773.0 $468K 0.14% +3K +300.1% $124.17 -1.4%
45 UNH UNITEDHEALTH GROUP INC Healthcare 1,071.0 $445K 0.13% +209.0 +24.2% $415.63 -6.0%
46 INTC INTEL CORP Technology 3,138.0 $438K 0.13% +244.0 +8.4% $139.63 -35.7%
47 SNDK SANDISK CORP Technology 188.0 $427K 0.12% +17.0 +9.9% $2273.73 -33.7%
48 BAC BANK OF AMER CORP Financial Services 7,361.0 $419K 0.12% +2K +28.0% $56.98 +9.2%
49 MA MASTERCARD INCORPORATED Financial Services 799.0 $410K 0.12% +55.0 +7.4% $513.60 +15.2%
50 VCRB VANGUARD MALVERN FDS 5,224.0 $403K 0.12% +247.0 +5.0% $77.24 -1.7%
51 CVX CHEVRON CORPORATION Energy 2,402.0 $398K 0.12% +166.0 +7.4% $165.76 +23.9%
52 WDC WESTERN DIGITAL CORP Technology 617.0 $394K 0.12% +14.0 +2.3% $638.72 -30.0%
53 AXP AMERICAN EXPRESS CO Financial Services 1,160.0 $392K 0.12% +25.0 +2.2% $338.33 -2.2%
54 GE GE AEROSPACE Industrials 1,027.0 $384K 0.11% +89.0 +9.5% $373.73 -9.9%
55 MS MORGAN STANLEY Financial Services 1,748.0 $365K 0.11% +25.0 +1.4% $209.04 +2.3%
56 KO COCA COLA CO Consumer Defensive 4,348.0 $353K 0.10% +90.0 +2.1% $81.27 +9.6%
57 MRK MERCK & CO INC Healthcare 2,726.0 $350K 0.10% +206.0 +8.2% $128.50 +14.9%
58 GEV GE VERNOVA INC Utilities 268.0 $315K 0.09% +7.0 +2.7% $1174.86 -23.8%
59 WFC WELLS FARGO & CO Financial Services 3,184.0 $263K 0.08% +81.0 +2.6% $82.63 +5.3%
60 WELL WELLTOWER INC Real Estate 1,146.0 $260K 0.08% +15.0 +1.3% $226.97 +4.3%
Page 3 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%