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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 13 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NEM NEWMONT CORP Basic Materials 878.0 $82K 0.02% -61.0 -6.5% $93.40 +35.0%
242 FORTINET INC 530.0 $81K 0.02% NEW $153.62
243 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 880.0 $81K 0.02% -25.0 -2.8% $92.09 -3.6%
244 AFL AFLAC INC Financial Services 690.0 $81K 0.02% +10.0 +1.5% $117.25 -1.2%
245 NGG NATIONAL GRID PLC Utilities 972.0 $81K 0.02% $82.87 -4.5%
246 NOW SERVICENOW INC Technology 808.0 $80K 0.02% -512.0 -38.8% $99.28 +49.1%
247 VLO VALERO ENERGY CORP Energy 307.0 $80K 0.02% +10.0 +3.4% $260.44 +37.8%
248 TM TOYOTA MOTOR CORP Consumer Cyclical 469.0 $79K 0.02% -196.0 -29.5% $168.42 +16.7%
249 MSCI MSCI INC Financial Services 141.0 $79K 0.02% $560.04 +1.9%
250 HONEYWELL AEROSPACE INC 356.0 $79K 0.02% NEW $221.08
251 VRSK VERISK ANALYTICS INC Industrials 437.0 $78K 0.02% +80.0 +22.4% $179.53 +7.9%
252 GSK GSK PLC Healthcare 1,488.0 $78K 0.02% $52.42 -4.1%
253 HONEYWELL INTL INC 348.0 $78K 0.02% NEW $223.58
254 XYLD GLOBAL X FDS 1,899.0 $77K 0.02% $40.79 +1.7%
255 CSX CSX CORP Industrials 1,628.0 $77K 0.02% +40.0 +2.5% $47.53 +6.3%
256 SRE SEMPRA Utilities 831.0 $77K 0.02% +20.0 +2.5% $92.71 -11.9%
257 SAP SAP SE Technology 498.0 $77K 0.02% -37.0 -6.9% $154.11 +43.3%
258 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 879.0 $77K 0.02% +40.0 +4.8% $87.04 +11.8%
259 NTAP NETAPP INC Technology 489.0 $76K 0.02% -25.0 -4.9% $154.76 +19.7%
260 CFG CITIZENS FINL GROUP INC Financial Services 1,077.0 $75K 0.02% +15.0 +1.4% $70.07 -1.7%
Page 13 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%