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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 8 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQIX EQUINIX INC Real Estate 88.0 $92K 0.03% +2.0 +2.3% $1042.40 +0.4%
142 PULS PGIM ETF TR 1,841.0 $91K 0.03% +19.0 +1.0% $49.55 -0.0%
143 TT TRANE TECHNOLOGIES PLC Industrials 184.0 $90K 0.03% +5.0 +2.8% $491.16 -9.5%
144 MCK MCKESSON CORP Healthcare 118.0 $89K 0.03% +5.0 +4.4% $755.60 +17.2%
145 SYF SYNCHRONY FINANCIAL Financial Services 1,159.0 $88K 0.03% +15.0 +1.3% $76.05 +1.4%
146 MO ALTRIA GROUP INC Consumer Defensive 1,202.0 $86K 0.03% +50.0 +4.3% $71.95 -4.8%
147 HOOD ROBINHOOD MKTS INC Financial Services 848.0 $85K 0.03% +20.0 +2.4% $100.28 +4.5%
148 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 689.0 $85K 0.03% +101.0 +17.2% $123.11 +30.5%
149 STT STATE STR CORP Financial Services 498.0 $84K 0.03% +10.0 +2.0% $169.60 +12.8%
150 BSX BOSTON SCIENTIFIC CORP Healthcare 1,964.0 $84K 0.03% +274.0 +16.2% $42.68 +13.2%
151 MRSH MARSH & MCLENNAN COS INC Financial Services 498.0 $83K 0.02% +54.0 +12.2% $166.67 +13.9%
152 BKNG BOOKING HOLDINGS INC Consumer Cyclical 465.0 $83K 0.02% +440.0 +1760.0% $178.24 +11.7%
153 VUG VANGUARD INDEX FDS 960.0 $83K 0.02% +800.0 +500.0% $86.18 +2.4%
154 RJF RAYMOND JAMES FINL INC Financial Services 544.0 $83K 0.02% +15.0 +2.8% $152.03 +17.2%
155 AEP AMERICAN ELEC PWR CO INC Utilities 604.0 $83K 0.02% +15.0 +2.5% $136.81 -10.5%
156 AFL AFLAC INC Financial Services 690.0 $81K 0.02% +10.0 +1.5% $117.25 -1.2%
157 VLO VALERO ENERGY CORP Energy 307.0 $80K 0.02% +10.0 +3.4% $260.44 +37.8%
158 VRSK VERISK ANALYTICS INC Industrials 437.0 $78K 0.02% +80.0 +22.4% $179.53 +7.9%
159 CSX CSX CORP Industrials 1,628.0 $77K 0.02% +40.0 +2.5% $47.53 +6.3%
160 SRE SEMPRA Utilities 831.0 $77K 0.02% +20.0 +2.5% $92.71 -11.9%
Page 8 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%