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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 16 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DB DEUTSCHE BK AG Financial Services 1,838.0 $62K 0.02% $33.76 +18.7%
302 AMKR AMKOR TECHNOLOGY INC Technology 719.0 $62K 0.02% +60.0 +9.1% $86.23 -45.1%
303 LITE LUMENTUM HLDGS INC Technology 72.0 $62K 0.02% +12.0 +20.0% $858.07 +6.6%
304 VZ VERIZON COMMUNICATIONS INC Communication Services 1,457.0 $62K 0.02% -330.0 -18.5% $42.34 +18.1%
305 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 246.0 $61K 0.02% -7.0 -2.8% $249.98 -12.1%
306 MCHP MICROCHIP TECHNOLOGY INC. Technology 674.0 $61K 0.02% $91.16 -19.4%
307 EMR EMERSON ELEC CO Industrials 429.0 $61K 0.02% $143.15 +6.5%
308 GWW WW GRAINGER INC Industrials 45.0 $61K 0.02% +1.0 +2.3% $1360.40 -3.7%
309 BKR BAKER HUGHES COMPANY Energy 1,100.0 $61K 0.02% $55.50 +14.5%
310 E ENI SPA Energy 1,301.0 $61K 0.02% $46.86 +16.9%
311 DHR DANAHER CORP DEL Healthcare 318.0 $61K 0.02% -325.0 -50.5% $190.48 +12.1%
312 LHX L3HARRIS TECHNOLOGIES INC Industrials 208.0 $60K 0.02% -73.0 -26.0% $290.59 -8.4%
313 ALAB ASTERA LABS INC Technology 125.0 $60K 0.02% $483.02 -38.5%
314 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 156.0 $60K 0.02% $386.73 +1.5%
315 HAL HALLIBURTON CO Energy 1,770.0 $60K 0.02% +100.0 +6.0% $33.95 +8.5%
316 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,382.0 $60K 0.02% +55.0 +1.6% $17.73 -5.9%
317 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 619.0 $59K 0.02% +20.0 +3.3% $96.12 -52.2%
318 ROST ROSS STORES INC Consumer Cyclical 279.0 $59K 0.02% +10.0 +3.7% $212.85 +7.4%
319 PCAR PACCAR INC Industrials 493.0 $59K 0.02% +20.0 +4.2% $120.12 +3.3%
320 TPR TAPESTRY INC Consumer Cyclical 402.0 $59K 0.02% +5.0 +1.3% $146.38 -15.7%
Page 16 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%