Creative Capital Management Investments LLC

13F filer · CIK 0001957363

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$433MU.S. long equity reported on 13F

Positions1,3021118 new · 10 closed

Net flow last quarter+$26.5MBuys minus sells

Top 10 positions weight25.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 20261,302 positions
DFAXGulf Resources, Inc.	$89.7M	20.69%	Not reported	+13.2%	Q4 2022
AAPLApple Inc.	$7.49M	1.73%	0.00%	+13.7%	Q4 2022
NVDANvidia Corp	$3.32M	0.77%	0.00%	+4.9%	Q4 2022
AMZNAmazon Com Inc	$3M	0.69%	0.00%	+41.8%	Q4 2022
GOOGLAlphabet Inc.	$2.11M	0.49%	0.00%	+152.4%	Q4 2022
MSFTMicrosoft Corp	$2.05M	0.47%	0.00%	+31.4%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.5M	0.35%	Not reported	Not reported	Q4 2022
RTXRTX Corp	$1.19M	0.27%	0.00%	+0.5%	Q4 2022
QCOMQualcomm Inc	$866K	0.20%	0.00%	-3.8%	Q4 2022
AMATApplied Materials Inc	$832K	0.19%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$782K	0.18%	0.00%	+292.2%	Q4 2022
GDGeneral Dynamics Corp	$743K	0.17%	0.00%	+52325.0%	Q4 2025
BRK.BBerkshire Hathaway Inc	$719K	0.17%	Not reported	-1.6%	Q4 2022
XOMExxonMobil Holdings Corp	$674K	0.16%	0.00%	+32.6%	Q4 2022
TSLATesla, Inc.	$637K	0.15%	0.00%	+22.3%	Q4 2022
LLYELI LILLY & Co	$624K	0.14%	0.00%	+900.0%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$622K	0.14%	Not reported	-0.5%	Q4 2022
WMTWalmart Inc.	$619K	0.14%	0.00%	+104.0%	Q4 2022
CCitigroup Inc	$548K	0.13%	0.00%	+1003.7%	Q4 2022
MUMicron Technology Inc	$526K	0.12%	0.00%	+16.9%	Q1 2023
COSTCostco Wholesale Corp	$523K	0.12%	0.00%	-2.3%	Q4 2022
METAMeta Platforms, Inc.	$514K	0.12%	Not reported	+297.0%	Q4 2022
GILDGilead Sciences, Inc.	$506K	0.12%	0.00%	+2.2%	Q3 2024
CATCaterpillar Inc	$441K	0.10%	0.00%	+48.4%	Q4 2022
PWRQuanta Services, Inc.	$433K	0.10%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$425K	0.10%	0.00%	+4.3%	Q4 2022
MAMastercard Inc	$396K	0.09%	0.00%	+970.8%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$389K	0.09%	Not reported	+23.4%	Q3 2023
ABBVAbbVie Inc.	$375K	0.09%	0.00%	+2.1%	Q4 2022
ATIAti Inc	$362K	0.08%	0.00%	New	Q2 2026
LHXL3harris Technologies, Inc.	$357K	0.08%	0.00%	+1.5%	Q4 2022
ODFLOld Dominion Freight Line, Inc.	$346K	0.08%	0.00%	New	Q2 2026
RKLBRocket Lab Corp	$343K	0.08%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$331K	0.08%	0.00%	+52.3%	Q4 2022
VRTVertiv Holdings Co	$313K	0.07%	0.00%	Not reported	Q2 2025
ISRGIntuitive Surgical Inc	$312K	0.07%	0.00%	+0.5%	Q3 2024
WELLWelltower Inc.	$261K	0.06%	0.00%	+4508.0%	Q3 2025
CVXChevron Corp	$260K	0.06%	0.00%	+19.2%	Q4 2022
USBUS Bancorp \de\	$255K	0.06%	0.00%	+3.8%	Q4 2022
MCKMckesson Corp	$255K	0.06%	0.00%	+332.1%	Q4 2022
GEGeneral Electric Co	$245K	0.06%	0.00%	+3.3%	Q4 2022
AMGNAmgen Inc	$234K	0.05%	0.00%	+2.5%	Q3 2023
AEEAmeren Corp	$232K	0.05%	0.00%	+1.1%	Q2 2024
CWCurtiss Wright Corp	$232K	0.05%	0.00%	+2.0%	Q1 2026
HOODRobinhood Markets, Inc.	$224K	0.05%	0.00%	+790.4%	Q1 2025
RGLDRoyal Gold Inc	$214K	0.05%	0.00%	New	Q2 2026
WFCWells Fargo & Company	$193K	0.04%	0.00%	+15.6%	Q4 2022
GLDSPDR Gold Trust	$192K	0.04%	0.00%	+36.8%	Q4 2024
BMYBristol Myers Squibb Co	$188K	0.04%	0.00%	+4.1%	Q4 2022
AXPAmerican Express Co	$182K	0.04%	0.00%	+7.2%	Q2 2024

Q1 2026Reported Apr 21, 2026192 positions
DFAXGulf Resources, Inc.	$73.1M	20.97%	Not reported	+0.5%	Q4 2022
AAPLApple Inc.	$5.78M	1.66%	0.00%	-4.3%	Q4 2022
NVDANvidia Corp	$2.76M	0.79%	0.00%	-0.8%	Q4 2022
AMZNAmazon Com Inc	$1.85M	0.53%	0.00%	-2.1%	Q4 2022
MSFTMicrosoft Corp	$1.55M	0.44%	0.00%	+8.8%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.44M	0.41%	Not reported	Not reported	Q4 2022
RTXRTX Corp	$1.2M	0.35%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$700K	0.20%	Not reported	-27.1%	Q4 2022
GOOGLAlphabet Inc.	$672K	0.19%	0.00%	-8.0%	Q4 2022
XOMExxonMobil Holdings Corp	$631K	0.18%	0.00%	Not reported	Q4 2022
QCOMQualcomm Inc	$627K	0.18%	0.00%	-2.0%	Q4 2022
COSTCostco Wholesale Corp	$570K	0.16%	0.00%	-1.6%	Q4 2022
GILDGilead Sciences, Inc.	$546K	0.16%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$544K	0.16%	Not reported	Not reported	Q4 2022
TSLATesla, Inc.	$460K	0.13%	0.00%	-14.3%	Q4 2022
LHXL3harris Technologies, Inc.	$418K	0.12%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$380K	0.11%	0.00%	-2.5%	Q4 2022
ISRGIntuitive Surgical Inc	$360K	0.10%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$333K	0.10%	0.00%	+0.8%	Q4 2022
ABBVAbbVie Inc.	$318K	0.09%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$272K	0.08%	0.00%	+83.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$247K	0.07%	Not reported	Not reported	Q3 2023
AEEAmeren Corp	$223K	0.06%	0.00%	Not reported	Q2 2024
AMGNAmgen Inc	$221K	0.06%	0.00%	Not reported	Q3 2023
USBUS Bancorp \de\	$212K	0.06%	0.00%	Not reported	Q4 2022
CWCurtiss Wright Corp	$204K	0.06%	0.00%	New	Q1 2026
CATCaterpillar Inc	$198K	0.06%	0.00%	+22.4%	Q4 2022
JPMJPMorgan Chase & Co	$195K	0.06%	0.00%	-5.0%	Q4 2022
BMYBristol Myers Squibb Co	$190K	0.05%	0.00%	+0.8%	Q4 2022
GEGeneral Electric Co	$180K	0.05%	0.00%	+35.7%	Q4 2022
XELXcel Energy Inc	$172K	0.05%	0.00%	Not reported	Q4 2022
GLDSPDR Gold Trust	$164K	0.05%	0.00%	+40.1%	Q4 2024
AVGOBroadcom Inc.	$163K	0.05%	0.00%	Not reported	Q4 2022
WFCWells Fargo & Company	$161K	0.05%	0.00%	Not reported	Q4 2022
LOWLowes Companies Inc	$159K	0.05%	0.00%	Not reported	Q4 2022
PFEPfizer Inc	$158K	0.05%	0.00%	+123.6%	Q4 2022
AXPAmerican Express Co	$152K	0.04%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$134K	0.04%	0.00%	Not reported	Q4 2022
MUMicron Technology Inc	$132K	0.04%	0.00%	Not reported	Q1 2023
METAMeta Platforms, Inc.	$132K	0.04%	Not reported	-2.5%	Q4 2022
PGPROCTER & GAMBLE Co	$131K	0.04%	0.00%	+7.1%	Q4 2022
TTWOTake Two Interactive Software Inc	$128K	0.04%	0.00%	Not reported	Q4 2022
EVRGEvergy, Inc.	$123K	0.04%	0.00%	Not reported	Q2 2024
ORCLOracle Corp	$119K	0.03%	0.00%	Not reported	Q1 2023
ADPAutomatic Data Processing Inc	$109K	0.03%	0.00%	Not reported	Q4 2022
CARRCARRIER GLOBAL Corp	$104K	0.03%	0.00%	Not reported	Q4 2022
SRESempra	$101K	0.03%	0.00%	+12.1%	Q4 2022
VVisa Inc.	$97.9K	0.03%	0.00%	Not reported	Q4 2022
GRMNGarmin Ltd	$92.8K	0.03%	0.00%	Not reported	Q4 2022
VLOValero Energy Corp	$89.9K	0.03%	0.00%	Not reported	Q1 2023

Q4 2025Reported Jan 23, 2026178 positions
DFAXGulf Resources, Inc.	$70M	21.13%	Not reported	+1.6%	Q4 2022
AAPLApple Inc.	$6.47M	1.95%	0.00%	-0.7%	Q4 2022
NVDANvidia Corp	$2.98M	0.90%	0.00%	-2.6%	Q4 2022
AMZNAmazon Com Inc	$2.1M	0.63%	0.00%	-0.1%	Q4 2022
MSFTMicrosoft Corp	$1.86M	0.56%	0.00%	-1.7%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.46%	Not reported	Not reported	Q4 2022
RTXRTX Corp	$1.14M	0.35%	0.00%	-6.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.01M	0.30%	Not reported	+1.0%	Q4 2022
QCOMQualcomm Inc	$850K	0.26%	0.00%	+4.2%	Q4 2022
GOOGLAlphabet Inc.	$795K	0.24%	0.00%	+3.1%	Q4 2022
TSLATesla, Inc.	$650K	0.20%	0.00%	-0.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$571K	0.17%	Not reported	-1.2%	Q4 2022
COSTCostco Wholesale Corp	$501K	0.15%	0.00%	Not reported	Q4 2022
GILDGilead Sciences, Inc.	$481K	0.15%	0.00%	+0.3%	Q3 2024
XOMExxonMobil Holdings Corp	$448K	0.14%	0.00%	+0.5%	Q4 2022
ISRGIntuitive Surgical Inc	$442K	0.13%	0.00%	Not reported	Q3 2024
HDHome Depot, Inc.	$407K	0.12%	0.00%	-4.4%	Q4 2022
LHXL3harris Technologies, Inc.	$355K	0.11%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$334K	0.10%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$296K	0.09%	0.00%	+0.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$263K	0.08%	Not reported	+8.1%	Q3 2023
JPMJPMorgan Chase & Co	$225K	0.07%	0.00%	+6.6%	Q4 2022
USBUS Bancorp \de\	$217K	0.07%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$206K	0.06%	0.00%	Not reported	Q3 2023
AEEAmeren Corp	$203K	0.06%	0.00%	Not reported	Q2 2024
WFCWells Fargo & Company	$189K	0.06%	0.00%	+1.2%	Q4 2022
AXPAmerican Express Co	$186K	0.06%	0.00%	+0.4%	Q2 2024
AVGOBroadcom Inc.	$183K	0.06%	0.00%	+0.4%	Q4 2022
BMYBristol Myers Squibb Co	$167K	0.05%	0.00%	+19.9%	Q4 2022
TTWOTake Two Interactive Software Inc	$165K	0.05%	0.00%	-11.5%	Q4 2022
LOWLowes Companies Inc	$162K	0.05%	0.00%	Not reported	Q4 2022
XELXcel Energy Inc	$160K	0.05%	0.00%	+1.1%	Q4 2022
ORCLOracle Corp	$157K	0.05%	0.00%	Not reported	Q1 2023
METAMeta Platforms, Inc.	$156K	0.05%	Not reported	+7.8%	Q4 2022
GEGeneral Electric Co	$144K	0.04%	0.00%	+3.8%	Q4 2022
ADPAutomatic Data Processing Inc	$138K	0.04%	0.00%	Not reported	Q4 2022
DISWalt Disney Co	$136K	0.04%	0.00%	-6.4%	Q4 2022
CATCaterpillar Inc	$131K	0.04%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$122K	0.04%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$117K	0.04%	0.00%	Not reported	Q4 2022
VVisa Inc.	$114K	0.03%	0.00%	Not reported	Q4 2022
MUMicron Technology Inc	$111K	0.03%	0.00%	Not reported	Q1 2023
CVXChevron Corp	$109K	0.03%	0.00%	+13.9%	Q4 2022
EVRGEvergy, Inc.	$109K	0.03%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$108K	0.03%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$103K	0.03%	0.00%	Not reported	Q4 2022
CARRCARRIER GLOBAL Corp	$97.5K	0.03%	0.00%	-31.8%	Q4 2022
TJXTJX Companies Inc	$96.3K	0.03%	0.00%	+1.6%	Q4 2022
SRESempra	$81.9K	0.02%	0.00%	Not reported	Q4 2022
GRMNGarmin Ltd	$81.1K	0.02%	0.00%	Not reported	Q4 2022

Q3 2025Reported Oct 23, 2025157 positions
DFAXGulf Resources, Inc.	$66.1M	21.12%	Not reported	+7.4%	Q4 2022
AAPLApple Inc.	$6.1M	1.95%	0.00%	-0.1%	Q4 2022
NVDANvidia Corp	$3.06M	0.98%	0.00%	-1.9%	Q4 2022
MSFTMicrosoft Corp	$2.02M	0.65%	0.00%	-0.2%	Q4 2022
AMZNAmazon Com Inc	$2M	0.64%	0.00%	+1.9%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.48%	Not reported	Not reported	Q4 2022
RTXRTX Corp	$1.12M	0.36%	0.00%	+0.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$997K	0.32%	Not reported	+1.0%	Q4 2022
QCOMQualcomm Inc	$794K	0.25%	0.00%	-0.4%	Q4 2022
TSLATesla, Inc.	$645K	0.21%	0.00%	-24.5%	Q4 2022
GOOGLAlphabet Inc.	$599K	0.19%	0.00%	+4.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$564K	0.18%	Not reported	-2.6%	Q4 2022
COSTCostco Wholesale Corp	$538K	0.17%	0.00%	+0.9%	Q4 2022
HDHome Depot, Inc.	$501K	0.16%	0.00%	Not reported	Q4 2022
GILDGilead Sciences, Inc.	$433K	0.14%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$417K	0.13%	0.00%	+2.5%	Q4 2022
LHXL3harris Technologies, Inc.	$370K	0.12%	0.00%	Not reported	Q4 2022
ISRGIntuitive Surgical Inc	$349K	0.11%	0.00%	-10.7%	Q3 2024
ABBVAbbVie Inc.	$338K	0.11%	0.00%	-2.3%	Q4 2022
WMTWalmart Inc.	$272K	0.09%	0.00%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$238K	0.08%	Not reported	-18.9%	Q3 2023
ORCLOracle Corp	$227K	0.07%	0.00%	+1.0%	Q1 2023
AEEAmeren Corp	$212K	0.07%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$207K	0.07%	0.00%	+7.7%	Q4 2022
USBUS Bancorp \de\	$197K	0.06%	0.00%	Not reported	Q4 2022
TTWOTake Two Interactive Software Inc	$189K	0.06%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$178K	0.06%	0.00%	Not reported	Q3 2023
AVGOBroadcom Inc.	$173K	0.06%	0.00%	+54.7%	Q4 2022
XELXcel Energy Inc	$173K	0.06%	0.00%	+2.4%	Q4 2022
LOWLowes Companies Inc	$169K	0.05%	0.00%	Not reported	Q4 2022
WFCWells Fargo & Company	$168K	0.05%	0.00%	Not reported	Q4 2022
AXPAmerican Express Co	$166K	0.05%	0.00%	Not reported	Q2 2024
CARRCARRIER GLOBAL Corp	$162K	0.05%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$161K	0.05%	Not reported	+29.6%	Q4 2022
ADPAutomatic Data Processing Inc	$157K	0.05%	0.00%	-29.8%	Q4 2022
DISWalt Disney Co	$147K	0.05%	0.00%	Not reported	Q4 2022
GEGeneral Electric Co	$136K	0.04%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$131K	0.04%	0.00%	Not reported	Q4 2022
BMYBristol Myers Squibb Co	$117K	0.04%	0.00%	Not reported	Q4 2022
EVRGEvergy, Inc.	$114K	0.04%	0.00%	Not reported	Q2 2024
VVisa Inc.	$111K	0.04%	0.00%	+8.7%	Q4 2022
ABTAbbott Laboratories	$110K	0.04%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$109K	0.03%	0.00%	Not reported	Q4 2022
GRMNGarmin Ltd	$98.5K	0.03%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$97.5K	0.03%	0.00%	Not reported	Q4 2022
GLDSPDR Gold Trust	$96.7K	0.03%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$93.4K	0.03%	0.00%	-25.2%	Q4 2022
TJXTJX Companies Inc	$89.2K	0.03%	0.00%	-9.4%	Q4 2022
JNJJohnson & Johnson	$84.9K	0.03%	0.00%	Not reported	Q4 2022
SRESempra	$83.5K	0.03%	0.00%	Not reported	Q4 2022

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