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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 2 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PGR PROGRESSIVE CORP Financial Services 709.0 $155K 0.04% -5.0 -0.7% $218.45 -0.2%
22 DAL DELTA AIR LINES INC Industrials 1,555.0 $146K 0.04% -162.0 -9.4% $93.66 -16.7%
23 MCD MCDONALDS CORP Consumer Cyclical 533.0 $144K 0.04% -291.0 -35.3% $270.22 -2.5%
24 HCA HCA HEALTHCARE INC Healthcare 304.0 $119K 0.04% -20.0 -6.2% $389.89 +6.3%
25 BE BLOOM ENERGY CORP Industrials 385.0 $117K 0.03% -20.0 -4.9% $302.70 -31.8%
26 BLK BLACKROCK INC Financial Services 121.0 $116K 0.03% -2.0 -1.6% $958.02 +20.6%
27 SBUX STARBUCKS CORP Consumer Cyclical 1,066.0 $109K 0.03% -35.0 -3.2% $102.19 +4.0%
28 ADP AUTOMATIC DATA PROCESSING IN Industrials 478.0 $107K 0.03% -21.0 -4.2% $223.95 +27.8%
29 CRM SALESFORCE INC Technology 680.0 $107K 0.03% -45.0 -6.2% $156.66 +64.4%
30 IJK ISHARES TR 906.0 $106K 0.03% -165.0 -15.4% $117.50 -3.7%
31 UBER UBER TECHNOLOGIES INC Technology 1,454.0 $105K 0.03% -180.0 -11.0% $72.16 +4.8%
32 LOW LOWES COS INC Consumer Cyclical 468.0 $103K 0.03% -96.0 -17.0% $220.49 -7.1%
33 PFE PFIZER INC Healthcare 4,246.0 $102K 0.03% -435.0 -9.3% $24.08 +18.2%
34 SPGI S&P GLOBAL INC Financial Services 234.0 $95K 0.03% -82.0 -25.9% $407.26 +7.0%
35 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 3,989.0 $94K 0.03% -44.0 -1.1% $23.58 +9.6%
36 ISRG INTUITIVE SURGICAL INC Healthcare 236.0 $94K 0.03% -91.0 -27.8% $397.68 -5.2%
37 AON AON PLC Financial Services 277.0 $92K 0.03% -10.0 -3.5% $331.69 -3.1%
38 COP CONOCOPHILLIPS Energy 876.0 $91K 0.03% -66.0 -7.0% $103.96 +27.4%
39 IJT ISHARES TR 502.0 $90K 0.03% -88.0 -14.9% $178.60 -5.0%
40 CNC CENTENE CORP DEL Healthcare 1,330.0 $85K 0.03% -15.0 -1.1% $64.19 +0.2%
Page 2 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%