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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $281M AUM 1,239 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1239 New
Page 4 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 1,094.0 $374K 0.13% NEW $341.79 +33.1%
62 MA MASTERCARD INCORPORATED Financial Services 744.0 $372K 0.13% NEW $499.66 -1.3%
63 AXP AMERICAN EXPRESS CO Financial Services 1,135.0 $343K 0.12% NEW $302.56 +2.7%
64 LRCX LAM RESEARCH CORP Technology 1,587.0 $339K 0.12% NEW $213.66 +51.0%
65 MU MICRON TECHNOLOGY INC Technology 973.0 $329K 0.12% NEW $337.84 +165.2%
66 PG PROCTER & GAMBLE CO Consumer Defensive 2,252.0 $325K 0.12% NEW $144.44 -1.0%
67 KO COCA COLA CO Consumer Defensive 4,258.0 $324K 0.12% NEW $76.05 +5.8%
68 CSCO CISCO SYS INC Technology 4,107.0 $319K 0.11% NEW $77.59 +52.5%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 2,164.0 $317K 0.11% NEW $146.28 -6.6%
70 T AT&T INC Communication Services 10,624.0 $308K 0.11% NEW $28.99 -13.7%
71 MRK MERCK & CO INC Healthcare 2,520.0 $303K 0.11% NEW $120.29 -0.4%
72 AMD ADVANCED MICRO DEVICES INC Technology 1,479.0 $301K 0.11% NEW $203.43 +147.7%
73 KLAC KLA CORP Technology 201.0 $296K 0.10% NEW $1472.41 +36.6%
74 MS MORGAN STANLEY Financial Services 1,723.0 $284K 0.10% NEW $164.57 +22.6%
75 BAC BANK AMERICA CORP Financial Services 5,752.0 $280K 0.10% NEW $48.75 +7.1%
76 IVW ISHARES TR 2,461.0 $278K 0.10% NEW $113.11 +22.3%
77 QLTY GMO ETF TRUST 7,633.0 $276K 0.10% NEW $36.18 +14.0%
78 CAT CATERPILLAR INC Industrials 389.0 $276K 0.10% NEW $708.46 +28.2%
79 GE GE AEROSPACE Industrials 938.0 $266K 0.10% NEW $283.77 +10.8%
80 PEP PEPSICO INC Consumer Defensive 1,651.0 $256K 0.09% NEW $155.32 -6.2%
Page 4 of 62  ·  1,239 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 29.8%
Financial Services 18.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Communication Services 9.3%
Industrials 7.9%
Consumer Defensive 4.5%
Energy 4.5%
Utilities 2.4%
Basic Materials 2.3%