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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 6 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QLTY GMO ETF TRUST 5,084.0 $212K 0.06% -3K -33.4% $41.62 +3.6%
102 NVS NOVARTIS AG Healthcare 1,335.0 $209K 0.06% -181.0 -11.9% $156.72 -2.9%
103 WMB WILLIAMS COS INC Energy 2,811.0 $209K 0.06% +440.0 +18.6% $74.34 +1.4%
104 HWM HOWMET AEROSPACE INC Industrials 763.0 $205K 0.06% +10.0 +1.3% $268.86 -8.1%
105 GD GENERAL DYNAMICS CORP Industrials 578.0 $205K 0.06% +5.0 +0.9% $354.24 +4.9%
106 NEE NEXTERA ENERGY INC Utilities 2,285.0 $201K 0.06% +95.0 +4.3% $87.77 -6.2%
107 BHP BHP BILLITON LIMITED Basic Materials 2,376.0 $198K 0.06% +26.0 +1.1% $83.31 +12.8%
108 GLW CORNING INC Technology 773.0 $197K 0.06% +32.0 +4.3% $255.43 -41.8%
109 DE DEERE & CO Industrials 302.0 $192K 0.06% +5.0 +1.7% $634.33 +2.5%
110 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,615.0 $191K 0.06% +875.0 +18.5% $34.00 +11.9%
111 UNP UNION PAC CORP Industrials 701.0 $191K 0.06% +111.0 +18.8% $271.98 +11.0%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 673.0 $189K 0.06% +140.0 +26.3% $281.21 -16.4%
113 DFJ WISDOMTREE TR 1,768.0 $186K 0.05% +199.0 +12.7% $105.31 +8.3%
114 PANW PALO ALTO NETWORKS INC Technology 521.0 $178K 0.05% +57.0 +12.3% $341.02 +11.5%
115 JCI JOHNSON CONTROLS INTERNATION Industrials 1,213.0 $177K 0.05% +268.0 +28.4% $146.11 -5.3%
116 PH PARKER-HANNIFIN CORP Industrials 181.0 $177K 0.05% +43.0 +31.2% $978.12 +0.1%
117 ORCL ORACLE CORP Technology 1,202.0 $176K 0.05% +7.0 +0.6% $146.55 +2.6%
118 CRWD CROWDSTRIKE HLDGS INC Technology 230.0 $176K 0.05% +19.0 +9.0% $190.79 +20.0%
119 AMGN AMGEN INC Healthcare 484.0 $175K 0.05% +36.0 +8.0% $362.12 +18.8%
120 SHEL SHELL PLC Energy 2,232.0 $173K 0.05% +304.0 +15.8% $77.54 +18.0%
Page 6 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%