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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 8 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IDV ISHARES TR 3,527.0 $146K 0.04% $41.43 +8.2%
142 TFC TRUIST FINL CORP Financial Services 2,931.0 $146K 0.04% +565.0 +23.9% $49.82 -0.1%
143 DAL DELTA AIR LINES INC Industrials 1,555.0 $146K 0.04% -162.0 -9.4% $93.66 -16.3%
144 CB CHUBB LIMITED Financial Services 426.0 $145K 0.04% +10.0 +2.4% $340.74 -0.4%
145 MCD MCDONALDS CORP Consumer Cyclical 533.0 $144K 0.04% -291.0 -35.3% $270.22 -1.7%
146 VRT VERTIV HOLDINGS CO Industrials 426.0 $143K 0.04% +20.0 +4.9% $334.82 -22.6%
147 CDNS CADENCE DESIGN SYSTEM INC Technology 380.0 $143K 0.04% +20.0 +5.6% $375.32 -9.2%
148 VRTX VERTEX PHARMACEUTICALS INC Healthcare 285.0 $142K 0.04% +29.0 +11.3% $496.73 +9.5%
149 SPOT SPOTIFY TECHNOLOGY S A Communication Services 305.0 $140K 0.04% +4.0 +1.3% $459.13 +18.3%
150 QUANTA SVCS INC 189.0 $136K 0.04% NEW $720.04
151 FRDM EA SERIES TRUST 1,845.0 $135K 0.04% $72.90 -5.9%
152 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 419.0 $133K 0.04% +5.0 +1.2% $317.53 -15.2%
153 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 5,259.0 $132K 0.04% $25.06 +15.5%
154 IEF ISHARES TR 1,374.0 $130K 0.04% +154.0 +12.6% $94.57 -2.0%
155 UBS UBS GROUP AG Financial Services 2,612.0 $129K 0.04% $49.56 +12.8%
156 BA BOEING CO Industrials 594.0 $129K 0.04% +165.0 +38.5% $216.47 -4.1%
157 GM GENERAL MTRS CO Consumer Cyclical 1,655.0 $128K 0.04% +414.0 +33.4% $77.08 +12.4%
158 TMUS T-MOBILE US INC Communication Services 751.0 $126K 0.04% +141.0 +23.1% $167.73 +8.0%
159 KMI KINDER MORGAN INC DEL Energy 3,930.0 $126K 0.04% +60.0 +1.6% $31.97 +0.8%
160 MPC MARATHON PETE CORP Energy 487.0 $125K 0.04% +10.0 +2.1% $255.67 +46.8%
Page 8 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%