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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 1 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 24,736.0 $5.4M 1.58% -316.0 -1.3% $217.93 +3.1%
2 JCPB J P MORGAN EXCHANGE TRADED F 55,401.0 $2.6M 0.76% -11K -16.9% $46.94 -1.7%
3 UITB VICTORY PORTFOLIOS II 41,285.0 $1.9M 0.57% -5K -11.7% $46.84 -1.7%
4 DFAE DIMENSIONAL ETF TRUST 34,407.0 $1.4M 0.41% -559.0 -1.6% $40.21 -1.6%
5 BERKSHIRE HATHAWAY INC DEL 2,568.0 $1.3M 0.38% -38.0 -1.5% $500.39
6 QUAL ISHARES TR 5,202.0 $1.1M 0.33% -75.0 -1.4% $219.42 +1.3%
7 IVE ISHARES TR 3,544.0 $805K 0.23% -268.0 -7.0% $227.09 +4.0%
8 LRCX LAM RESEARCH CORP Technology 1,539.0 $667K 0.20% -48.0 -3.0% $433.33 -30.5%
9 NFLX NETFLIX INC. Communication Services 7,444.0 $532K 0.16% -271.0 -3.5% $71.40 +14.1%
10 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 378.0 $354K 0.10% -4.0 -1.1% $935.47 +0.9%
11 IVW ISHARES TR 2,350.0 $323K 0.10% -111.0 -4.5% $137.53 +1.3%
12 PG PROCTER & GAMBLE CO Consumer Defensive 2,097.0 $308K 0.09% -155.0 -6.9% $146.64 -1.1%
13 APH AMPHENOL CORP Technology 1,621.0 $286K 0.08% -23.0 -1.4% $176.32 -10.4%
14 SCHE SCHWAB STRATEGIC TR 6,742.0 $244K 0.07% -173.0 -2.5% $36.26 +1.9%
15 PLTR PALANTIR TECHNOLOGIES INC Technology 1,968.0 $230K 0.07% -196.0 -9.1% $116.67 +59.1%
16 QLTY GMO ETF TRUST 5,084.0 $212K 0.06% -3K -33.4% $41.62 +3.5%
17 NVS NOVARTIS AG Healthcare 1,335.0 $209K 0.06% -181.0 -11.9% $156.72 -2.9%
18 TMO THERMO FISHER SCIENTIFIC INC Healthcare 328.0 $164K 0.05% -31.0 -8.6% $501.36 +22.6%
19 T AT&T INC Communication Services 7,635.0 $158K 0.05% -3K -28.1% $20.70 +25.7%
20 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 162.0 $156K 0.05% -30.0 -15.6% $965.00 -15.6%
Page 1 of 9  ·  179 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%