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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 6 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CB CHUBB LIMITED Financial Services 426.0 $145K 0.04% +10.0 +2.4% $340.74 -0.6%
102 VRT VERTIV HOLDINGS CO Industrials 426.0 $143K 0.04% +20.0 +4.9% $334.82 -22.7%
103 CDNS CADENCE DESIGN SYSTEM INC Technology 380.0 $143K 0.04% +20.0 +5.6% $375.32 -9.7%
104 VRTX VERTEX PHARMACEUTICALS INC Healthcare 285.0 $142K 0.04% +29.0 +11.3% $496.73 +9.8%
105 SPOT SPOTIFY TECHNOLOGY S A Communication Services 305.0 $140K 0.04% +4.0 +1.3% $459.13 +18.4%
106 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 419.0 $133K 0.04% +5.0 +1.2% $317.53 -15.4%
107 IEF ISHARES TR 1,374.0 $130K 0.04% +154.0 +12.6% $94.57 -1.9%
108 BA BOEING CO Industrials 594.0 $129K 0.04% +165.0 +38.5% $216.47 -4.0%
109 GM GENERAL MTRS CO Consumer Cyclical 1,655.0 $128K 0.04% +414.0 +33.4% $77.08 +12.0%
110 TMUS T-MOBILE US INC Communication Services 751.0 $126K 0.04% +141.0 +23.1% $167.73 +7.6%
111 KMI KINDER MORGAN INC DEL Energy 3,930.0 $126K 0.04% +60.0 +1.6% $31.97 +0.8%
112 MPC MARATHON PETE CORP Energy 487.0 $125K 0.04% +10.0 +2.1% $255.67 +46.0%
113 OUNZ VANECK MERK GOLD ETF Financial Services 3,226.0 $124K 0.04% +1K +61.2% $38.59 +10.9%
114 ANNALY CAPITAL MANAGEMENT IN 5,509.0 $123K 0.04% +40.0 +0.7% $22.36
115 PAYX PAYCHEX INC Industrials 1,236.0 $122K 0.04% +135.0 +12.3% $98.37 +29.5%
116 SPG SIMON PPTY GROUP INC NEW Real Estate 537.0 $120K 0.04% +10.0 +1.9% $223.65 -5.1%
117 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 362.0 $120K 0.04% +10.0 +2.8% $330.46 -4.3%
118 DIS DISNEY WALT CO Communication Services 1,230.0 $118K 0.04% +499.0 +68.3% $96.25 +11.8%
119 ITW ILLINOIS TOOL WKS INC Industrials 433.0 $117K 0.03% +10.0 +2.4% $270.47 +1.8%
120 GS GOLDMAN SACHS GROUP INC Financial Services 113.0 $114K 0.03% +100.0 +769.2% $1011.37 +1.4%
Page 6 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%