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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 10 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SBUX STARBUCKS CORP Consumer Cyclical 1,066.0 $109K 0.03% -35.0 -3.2% $102.19 +4.0%
182 BRO BROWN & BROWN INC Financial Services 1,697.0 $109K 0.03% +1K +199.3% $64.15 +12.5%
183 AZO AUTOZONE INC Consumer Cyclical 34.0 $109K 0.03% +3.0 +9.7% $3195.94 -6.4%
184 ADP AUTOMATIC DATA PROCESSING IN Industrials 478.0 $107K 0.03% -21.0 -4.2% $223.95 +27.8%
185 CRM SALESFORCE INC Technology 680.0 $107K 0.03% -45.0 -6.2% $156.66 +64.4%
186 IJK ISHARES TR 906.0 $106K 0.03% -165.0 -15.4% $117.50 -3.7%
187 TXN TEXAS INSTRS INC Technology 356.0 $106K 0.03% +164.0 +85.4% $298.07 -12.5%
188 RIO RIO TINTO PLC Basic Materials 1,117.0 $106K 0.03% $94.93 +8.0%
189 UBER UBER TECHNOLOGIES INC Technology 1,454.0 $105K 0.03% -180.0 -11.0% $72.16 +4.8%
190 NSC NORFOLK SOUTHN CORP Industrials 332.0 $104K 0.03% +25.0 +8.1% $314.59 +9.0%
191 LOW LOWES COS INC Consumer Cyclical 468.0 $103K 0.03% -96.0 -17.0% $220.49 -7.2%
192 PFE PFIZER INC Healthcare 4,246.0 $102K 0.03% -435.0 -9.3% $24.08 +18.2%
193 NVO NOVO-NORDISK A S Healthcare 2,116.0 $101K 0.03% +976.0 +85.6% $47.94 -5.4%
194 MCO MOODYS CORP Financial Services 223.0 $101K 0.03% +6.0 +2.8% $452.92 +11.4%
195 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,491.0 $101K 0.03% $9.58 +11.1%
196 WM WASTE MGMT INC DEL Industrials 449.0 $100K 0.03% +10.0 +2.3% $222.88 -1.8%
197 FITB FIFTH THIRD BANCORP Financial Services 1,753.0 $99K 0.03% +20.0 +1.1% $56.37 -4.6%
198 TRAVELERS COMPANIES INC 298.0 $98K 0.03% NEW $330.12
199 TARGET CORP 752.0 $98K 0.03% NEW $130.61
200 MPWR MONOLITHIC PWR SYS INC Technology 71.0 $98K 0.03% $1382.37 -8.3%
Page 10 of 65  ·  1,289 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%