Creative Capital Management Investments LLC
Top Portfolio Positions
182 positions ·
$26,733,259 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
22,760 | $5,776,260 | 21.61% | |
| NVDA |
Nvidia Corp
Technology
|
15,829 | $2,760,577 | 10.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,890 | $1,851,520 | 6.93% | |
| MSFT |
Microsoft Corp
Technology
|
4,178 | $1,546,570 | 5.79% | |
| RTX |
RTX Corp
Industrials
|
6,240 | $1,203,696 | 4.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,461 | $700,111 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,336 | $671,740 | 2.51% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,719 | $630,965 | 2.36% | |
| QCOM |
Qualcomm Inc/De
Technology
|
4,871 | $627,287 | 2.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
572 | $569,957 | 2.13% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,990 | 257 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,400 | 257 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,745 | 257 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,624 | 257 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,951 | 257 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $9,169 | 257 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,488 | 257 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,791 | 257 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,485 | 257 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,234 | 257 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,835 | 257 | Shares | Sole | 2024-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||