Stock Taper 
CREATIVE FINANCIAL DESIGNS INC /ADV
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Medtronic plc | MDT | 14.11K | $1.1M |
 Healthpeak Properties, Inc. | DOC | 13.98K | $299.08K |
 WesBanco, Inc. | WSBC | 13.77K | $537.48K |
 Select Water Solutions, Inc. | WTTR | 13.62K | $272.14K |
 Berkshire Hathaway Inc. | BRK-B | 13.41K | $6.71M |
 Horizon Technology Finance Corporation | HRZN | 13.38K | $63.28K |
 Energy Transfer LP | ET | 13.05K | $249.46K |
 Destiny Tech100 Inc. | DXYZ | 12.9K | $332.3K |
 Verizon Communications Inc. | VZ | 12.69K | $537.18K |
 Palantir Technologies Inc. | PLTR | 12.45K | $1.45M |
 The Procter & Gamble Company | PG | 12.1K | $1.77M |
 Caterpillar Inc. | CAT | 11.66K | $12.42M |
 Iron Mountain Incorporated | IRM | 11.57K | $1.46M |
 Prospect Capital Corporation | PSEC | 11.56K | $26.7K |
 Prologis, Inc. | PLD | 11.51K | $1.56M |
 Farmland Partners Inc. | FPI | 11.27K | $109.09K |
 Aflac Incorporated | AFL | 11.18K | $1.31M |
 NextEra Energy, Inc. | NEE | 10.98K | $963.94K |
 Forgent Power Solutions, Inc. | FPS | 10.73K | $599.27K |
 Alphabet Inc. | GOOG | 10.59K | $3.74M |