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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 5 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFJ WISDOMTREE TR 1,768.0 $186K 0.05% +199.0 +12.7% $105.31 +8.4%
82 PANW PALO ALTO NETWORKS INC Technology 521.0 $178K 0.05% +57.0 +12.3% $341.02 +12.1%
83 JCI JOHNSON CONTROLS INTERNATION Industrials 1,213.0 $177K 0.05% +268.0 +28.4% $146.11 -5.3%
84 PH PARKER-HANNIFIN CORP Industrials 181.0 $177K 0.05% +43.0 +31.2% $978.12 -0.1%
85 ORCL ORACLE CORP Technology 1,202.0 $176K 0.05% +7.0 +0.6% $146.55 +2.5%
86 CRWD CROWDSTRIKE HLDGS INC Technology 230.0 $176K 0.05% +19.0 +9.0% $190.79 +21.1%
87 AMGN AMGEN INC Healthcare 484.0 $175K 0.05% +36.0 +8.0% $362.12 +18.7%
88 SHEL SHELL PLC Energy 2,232.0 $173K 0.05% +304.0 +15.8% $77.54 +17.9%
89 ANET ARISTA NETWORKS INC Technology 987.0 $168K 0.05% +35.0 +3.7% $169.88 +16.0%
90 DISV DIMENSIONAL ETF TRUST 4,145.0 $166K 0.05% +466.0 +12.7% $40.13 +11.1%
91 BK BANK OF NY MELLON CORP Financial Services 1,148.0 $166K 0.05% +25.0 +2.2% $144.61 -1.9%
92 QCOM QUALCOMM INC Technology 894.0 $165K 0.05% +56.0 +6.7% $184.79 -7.7%
93 URI UNITED RENTALS INC Industrials 143.0 $162K 0.05% +36.0 +33.6% $1132.90 -8.4%
94 TJX TJX COS INC NEW Consumer Cyclical 1,049.0 $159K 0.05% +25.0 +2.4% $151.50 -11.9%
95 CVS CVS HEALTH CORP Healthcare 1,523.0 $158K 0.05% +10.0 +0.7% $103.45 -9.0%
96 SCZ ISHARES TR 1,909.0 $157K 0.05% +215.0 +12.7% $82.27 +5.5%
97 GILD GILEAD SCIENCES INC Healthcare 1,187.0 $150K 0.04% +195.0 +19.7% $126.34 +15.8%
98 C CITIGROUP INC Financial Services 1,065.0 $149K 0.04% +70.0 +7.0% $139.96 -5.9%
99 PLD PROLOGIS INC. Real Estate 1,096.0 $148K 0.04% +173.0 +18.7% $135.47 +3.4%
100 TFC TRUIST FINL CORP Financial Services 2,931.0 $146K 0.04% +565.0 +23.9% $49.82 -0.1%
Page 5 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%