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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 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IQVIA HLDGS INC 228.0 $44K 0.01% -25.0 -9.9% $193.22
62 TER TERADYNE INC Technology 91.0 $44K 0.01% -32.0 -26.0% $483.85 -27.7%
63 FNDF SCHWAB STRATEGIC TR 766.0 $40K 0.01% -388.0 -33.6% $52.76 +5.3%
64 KKR KKR & CO INC 434.0 $40K 0.01% -103.0 -19.2% $91.78
65 ALB ALBEMARLE CORP Basic Materials 293.0 $40K 0.01% -2.0 -0.7% $135.03 -0.0%
66 STZ CONSTELLATION BRANDS INC Consumer Defensive 280.0 $39K 0.01% -20.0 -6.7% $139.09 -6.1%
67 VSH VISHAY INTERTECHNOLOGY INC Technology 693.0 $37K 0.01% -33.0 -4.5% $53.78 -43.4%
68 XEL XCEL ENERGY INC Utilities 440.0 $35K 0.01% -50.0 -10.2% $80.30 -5.7%
69 AWK AMERICAN WTR WKS CO INC NEW Utilities 267.0 $35K 0.01% -10.0 -3.6% $131.58 +5.1%
70 CBRE CBRE GROUP INC Real Estate 256.0 $34K 0.01% -20.0 -7.2% $134.69 +8.2%
71 RMD RESMED INC Healthcare 169.0 $33K 0.01% -116.0 -40.7% $194.88 +23.2%
72 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 575.0 $30K 0.01% -71.0 -11.0% $52.85 -3.0%
73 INGERSOLL RAND INC 359.0 $29K 0.01% -120.0 -25.1% $81.99
74 EL LAUDER ESTEE COS INC Consumer Defensive 345.0 $27K 0.01% -10.0 -2.8% $78.95 +29.6%
75 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 102.0 $27K 0.01% -15.0 -12.8% $261.37 +29.5%
76 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 89.0 $26K 0.01% -10.0 -10.1% $293.19 +5.5%
77 PPG PPG INDS INC Basic Materials 209.0 $25K 0.01% -5.0 -2.3% $121.29 -7.5%
78 PYPL PAYPAL HLDGS INC Financial Services 565.0 $24K 0.01% -5.0 -0.9% $43.18 +22.0%
79 KR KROGER CO Consumer Defensive 435.0 $24K 0.01% -10.0 -2.2% $55.53 +3.6%
80 HRB BLOCK H & R INC Consumer Cyclical 624.0 $24K 0.01% -110.0 -15.0% $38.08 +35.6%
Page 4 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%