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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 11 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,699.0 $98K 0.03% +45.0 +2.7% $57.62 +15.9%
202 BCS BARCLAYS PLC Financial Services 3,636.0 $98K 0.03% $26.86 -0.8%
203 SYK STRYKER CORPORATION Healthcare 304.0 $96K 0.03% +32.0 +11.8% $314.84 +2.8%
204 SPGI S&P GLOBAL INC Financial Services 234.0 $95K 0.03% -82.0 -25.9% $407.26 +7.0%
205 BTI BRITISH AMERN TOB PLC Consumer Defensive 1,537.0 $95K 0.03% $61.76 -10.0%
206 TDG TRANSDIGM GROUP INC Industrials 71.0 $95K 0.03% +7.0 +10.9% $1332.04 -12.0%
207 USB US BANCORP Financial Services 1,560.0 $94K 0.03% +15.0 +1.0% $60.40 +2.0%
208 AJG GALLAGHER ARTHUR J & CO Financial Services 410.0 $94K 0.03% +175.0 +74.5% $229.57 +14.2%
209 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 3,989.0 $94K 0.03% -44.0 -1.1% $23.58 +9.6%
210 JBL JABIL INC Technology 244.0 $94K 0.03% $385.48 -20.8%
211 CI THE CIGNA GROUP Healthcare 341.0 $94K 0.03% +9.0 +2.7% $275.68 +0.1%
212 ISRG INTUITIVE SURGICAL INC Healthcare 236.0 $94K 0.03% -91.0 -27.8% $397.68 -5.2%
213 HIG HARTFORD INSURANCE GROUP INC Financial Services 700.0 $93K 0.03% +10.0 +1.4% $132.52 +3.7%
214 MET METLIFE INC Financial Services 1,089.0 $92K 0.03% +439.0 +67.5% $84.61 +12.5%
215 AON AON PLC Financial Services 277.0 $92K 0.03% -10.0 -3.5% $331.69 -3.1%
216 EQIX EQUINIX INC Real Estate 88.0 $92K 0.03% +2.0 +2.3% $1042.40 +0.4%
217 PULS PGIM ETF TR 1,841.0 $91K 0.03% +19.0 +1.0% $49.55 -0.0%
218 COP CONOCOPHILLIPS Energy 876.0 $91K 0.03% -66.0 -7.0% $103.96 +27.4%
219 VTHR VANGUARD SCOTTSDALE FDS 274.0 $91K 0.03% $331.81 +2.0%
220 TT TRANE TECHNOLOGIES PLC Industrials 184.0 $90K 0.03% +5.0 +2.8% $491.16 -9.5%
Page 11 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%