Stock Taper

CREATIVE FINANCIAL DESIGNS INC /ADV

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY3.76K$216.44K
Intuitive Surgical, Inc.ISRG3.75K$1.49M
Visa Inc.V3.65K$1.25M
Cincinnati Financial CorporationCINF3.58K$663.35K
Morgan Stanley Direct Lending FundMSDL3.56K$53.75K
Tennant CompanyTNC3.47K$304.08K
ConocoPhillipsCOP3.46K$359.24K
McDonald's CorporationMCD3.45K$933.25K
KeyCorpKEY3.44K$79.25K
Tandem Diabetes Care, Inc.TNDM3.43K$51.77K
Annaly Capital Management, Inc.NLY3.43K$76.66K
Liberty Energy Inc.LBRT3.41K$89.34K
Plains All American Pipeline, L.P.PAA3.4K$75.68K
Seabridge Gold Inc.SA3.38K$87.13K
Genuine Parts CompanyGPC3.27K$386.37K
Consolidated Edison, Inc.ED3.27K$361.54K
L3Harris Technologies, Inc.LHX3.26K$947.91K
3M CompanyMMM3.25K$525.35K
QUALCOMM IncorporatedQCOM3.18K$586.94K
Vistra Corp.VST3.17K$502.85K