Creative Financial Designs Inc

Creative Financial Designs Inc reported 2,262 holdings worth US$2.1B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Creative Financial Designs Inc reported 2,262 holdings worth US$2.1B as of Jun 30, 2026. Largest: Apple Inc, Eli Lilly And Company and Amazon.com, Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
2,262
Value as reported
US$2.1B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc124KUS$35.8M1.7%
Eli Lilly And Company29,603US$35.5M1.7%
Amazon.com, Inc.130KUS$31.1M1.5%
Caterpillar, Inc.11,662US$12.4M0.59%
Alphabet Inc (google) Class C31,614US$11.3M0.54%
Nvidia Corporation55,974US$11.2M0.53%
Berkshire Hathaway Inc.13,410US$6.71M0.32%
Microsoft Corp.15,805US$5.9M0.28%
Chevron Corporation28,443US$4.71M0.22%
Tesla, Inc.10,243US$4.31M0.21%
Citigroup, Inc.27,872US$3.9M0.19%
Duke Energy Corporation (holding Company)29,843US$3.78M0.18%
Pinterest, Inc.177KUS$3.72M0.18%
Alto Ingredients, Inc.615KUS$3.51M0.17%
Micron Technology, Inc.2,929US$3.38M0.16%
Advanced Micro Devices Inc5,672US$3.29M0.16%
Ge Vernova Inc.2,579US$3.03M0.14%
Broadcom Inc.8,006US$3.02M0.14%
Coca-cola Company (the)33,982US$2.76M0.13%
Costco Wholesale Corporation2,735US$2.56M0.12%
Paypal Holdings, Inc.58,539US$2.53M0.12%
Blue Owl Capital Inc.271KUS$2.37M0.11%
Uber Technologies, Inc.32,094US$2.32M0.11%
Texas Instruments Incorporated7,557US$2.25M0.11%
Amgen Inc.6,017US$2.18M0.10%
Royal Bank Of Canada10,436US$2.16M0.10%
Merck & Company, Inc.16,797US$2.16M0.10%
Oneok, Inc.24,772US$2.15M0.10%
Taiwan Semiconductor Manufacturing Co., Ltd.4,470US$2.13M0.10%
T. Rowe Price Group, Inc.18,664US$2.12M0.10%
Pepsico, Inc.14,858US$2.01M0.10%
Palo Alto Networks, Inc.5,805US$1.98M0.09%
Truist Financial Corporation39,006US$1.94M0.09%
Crowdstrike Holdings, Inc.2,545US$1.94M0.09%
United Parcel Service, Inc.17,987US$1.93M0.09%
Public Storage6,034US$1.92M0.09%
Republic Services, Inc.8,803US$1.88M0.09%
Walmart Inc.16,213US$1.84M0.09%
International Business Machines Corporation6,459US$1.82M0.09%
Jp Morgan Chase & Co.5,461US$1.79M0.09%
Procter & Gamble Company (the)12,100US$1.77M0.08%
Huntington Bancshares Incorporated99,253US$1.76M0.08%
Keysight Technologies Inc.4,820US$1.69M0.08%
Home Depot, Inc. (the)4,696US$1.66M0.08%
Prologis, Inc.11,507US$1.56M0.07%
At&t Inc.73,035US$1.51M0.07%
Permian Resources Corporation81,536US$1.5M0.07%
Intuitive Surgical, Inc.3,754US$1.49M0.07%
Weyerhaeuser Company61,600US$1.47M0.07%
Iron Mountain Incorporated (delaware)11,573US$1.46M0.07%
Palantir Technologies Inc.12,454US$1.45M0.07%
Intel Corporation10,202US$1.42M0.07%
Marvell Technology, Inc.4,639US$1.38M0.07%
Csx Corporation28,421US$1.35M0.06%
Comfort Systems Usa, Inc.672US$1.33M0.06%
Aflac Incorporated11,181US$1.31M0.06%
Northrop Grumman Corporation2,569US$1.31M0.06%
Visa Inc.3,649US$1.25M0.06%
Salesforce, Inc.7,286US$1.14M0.05%
Applied Materials, Inc.1,499US$1.08M0.05%
Johnson & Johnson4,257US$1.08M0.05%
Lockheed Martin Corporation2,053US$1.05M0.05%
Devon Energy Corporation24,921US$1.03M0.05%
Meta Platforms, Inc.1,782US$1M0.05%
Bank Of America Corporation17,552US$1M0.05%
On Semiconductor Corporation10,318US$975K0.05%
Nextera Energy, Inc.10,983US$964K0.05%
U.s. Bancorp15,736US$950K0.05%
L3harris Technologies, Inc.3,262US$948K0.05%
Mcdonald's Corporation3,453US$933K0.04%
Arista Networks, Inc.5,346US$908K0.04%
Oracle Corporation6,186US$907K0.04%
Cummins Inc.1,249US$891K0.04%
Vertiv Holdings, Llc2,466US$826K0.04%
Atmos Energy Corporation4,725US$814K0.04%
Rpm International Inc.7,055US$784K0.04%
Union Pacific Corporation2,753US$749K0.04%
Goldman Sachs Group, Inc. (the)736US$744K0.04%
Sysco Corporation8,848US$740K0.04%
Ge Aerospace1,971US$737K0.04%
Stanley Black & Decker, Inc.7,799US$734K0.03%
Ppg Industries, Inc.5,827US$707K0.03%
Black Hills Corporation9,485US$706K0.03%
Air Products And Chemicals, Inc.2,367US$694K0.03%
Lam Research Corporation1,587US$688K0.03%
Sila Realty Trust, Inc.22,471US$682K0.03%
Philip Morris International Inc3,759US$680K0.03%
Cincinnati Financial Corporation3,583US$663K0.03%
Essex Property Trust, Inc.2,246US$655K0.03%
Dover Corporation2,884US$647K0.03%
Sherwin-williams Company (the)1,860US$640K0.03%
Eversource Energy (d/b/a)8,852US$640K0.03%
Wheaton Precious Metals Corp5,680US$638K0.03%
Advanced Drainage Systems, Inc.4,032US$633K0.03%
Adobe Inc.3,056US$627K0.03%
Forgent Power Solutions, Inc.10,728US$599K0.03%
General Dynamics Corporation1,691US$599K0.03%
American Electric Power Company, Inc.4,361US$597K0.03%
Qualcomm Incorporated3,176US$587K0.03%
Colgate-palmolive Company6,201US$569K0.03%

Every holding of Creative Financial Designs Inc

Source

View original at SEC

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