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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 9 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OUNZ VANECK MERK GOLD ETF Financial Services 3,226.0 $124K 0.04% +1K +61.2% $38.59 +10.9%
162 VWO VANGUARD INTL EQUITY INDEX F 2,077.0 $124K 0.04% $59.68 +1.4%
163 ANNALY CAPITAL MANAGEMENT IN 5,509.0 $123K 0.04% +40.0 +0.7% $22.36
164 TOTALENERGIES SE 1,580.0 $123K 0.04% $77.76
165 PAYX PAYCHEX INC Industrials 1,236.0 $122K 0.04% +135.0 +12.3% $98.37 +29.5%
166 SPG SIMON PPTY GROUP INC NEW Real Estate 537.0 $120K 0.04% +10.0 +1.9% $223.65 -5.1%
167 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 362.0 $120K 0.04% +10.0 +2.8% $330.46 -4.3%
168 VBK VANGUARD INDEX FDS 326.0 $119K 0.04% $365.46 -4.2%
169 HCA HCA HEALTHCARE INC Healthcare 304.0 $119K 0.04% -20.0 -6.2% $389.89 +6.3%
170 DIS DISNEY WALT CO Communication Services 1,230.0 $118K 0.04% +499.0 +68.3% $96.25 +11.8%
171 ITW ILLINOIS TOOL WKS INC Industrials 433.0 $117K 0.03% +10.0 +2.4% $270.47 +1.8%
172 BE BLOOM ENERGY CORP Industrials 385.0 $117K 0.03% -20.0 -4.9% $302.70 -31.8%
173 SPACE EXPLORATION TECHN CORP 682.0 $117K 0.03% NEW $170.86
174 BLK BLACKROCK INC Financial Services 121.0 $116K 0.03% -2.0 -1.6% $958.02 +20.6%
175 GS GOLDMAN SACHS GROUP INC Financial Services 113.0 $114K 0.03% +100.0 +769.2% $1011.37 +1.4%
176 DVN DEVON ENERGY CORP NEW Energy 2,743.0 $113K 0.03% +998.0 +57.2% $41.32 +17.4%
177 FIX COMFORT SYS USA INC Industrials 57.0 $113K 0.03% +1.0 +1.8% $1981.96 -22.0%
178 APP APPLOVIN CORP Technology 216.0 $111K 0.03% +33.0 +18.0% $515.23 -39.4%
179 FCX FREEPORT MCMORAN INC Basic Materials 1,760.0 $111K 0.03% $62.89 +20.4%
180 VNQ VANGUARD INDEX FDS 1,144.0 $110K 0.03% +129.0 +12.7% $96.43 +0.0%
Page 9 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%