Stock Taper

CREATIVE FINANCIAL DESIGNS INC /ADV

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Liberty Energy Inc.LBRT3.41K$89.34K
Annaly Capital Management, Inc.NLY3.43K$76.66K
Tandem Diabetes Care, Inc.TNDM3.43K$51.77K
KeyCorpKEY3.44K$79.25K
McDonald's CorporationMCD3.45K$933.25K
ConocoPhillipsCOP3.46K$359.24K
Tennant CompanyTNC3.47K$304.08K
Morgan Stanley Direct Lending FundMSDL3.56K$53.75K
Cincinnati Financial CorporationCINF3.58K$663.35K
Visa Inc.V3.65K$1.25M
Intuitive Surgical, Inc.ISRG3.75K$1.49M
Bristol-Myers Squibb CompanyBMY3.76K$216.44K
Philip Morris International Inc.PM3.76K$680.05K
American Water Works Company, Inc.AWK3.83K$504.36K
Eaton Corporation plcETN3.89K$1.66M
CoreWeave, Inc. Class A Common StockCRWV3.92K$390.3K
Goldman Sachs BDC, Inc.GSBD3.95K$37.44K
Shopify Inc.SHOP4K$457.29K
Advanced Drainage Systems, Inc.WMS4.03K$632.88K
Kinder Morgan, Inc.KMI4.07K$130.11K