Stock Taper

CREATIVE FINANCIAL DESIGNS INC /ADV

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT11.66K$12.42M
The Procter & Gamble CompanyPG12.1K$1.77M
Palantir Technologies Inc.PLTR12.45K$1.45M
Verizon Communications Inc.VZ12.69K$537.18K
Destiny Tech100 Inc.DXYZ12.9K$332.3K
Energy Transfer LPET13.05K$249.46K
Horizon Technology Finance CorporationHRZN13.38K$63.28K
Berkshire Hathaway Inc.BRK-B13.41K$6.71M
Select Water Solutions, Inc.WTTR13.62K$272.14K
WesBanco, Inc.WSBC13.77K$537.48K
Healthpeak Properties, Inc.DOC13.98K$299.08K
Medtronic plcMDT14.11K$1.1M
Slb N.V.SLB14.72K$684.17K
Pfizer Inc.PFE14.84K$357.36K
PepsiCo, Inc.PEP14.86K$2.01M
U.S. BancorpUSB15.74K$950.46K
Kimbell Royalty Partners, LPKRP15.74K$228.78K
Microsoft CorporationMSFT15.8K$5.9M
Walmart Inc.WMT16.21K$1.84M
FS KKR Capital Corp.FSK16.62K$174.55K