Position in AI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,590
+$338 QoQ
Shares Held
505
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 316 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. AI ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in AI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,590 | 505 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,252 | 505 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,807 | 505 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,756 | 505 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,407 | 505 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,630 | 505 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,410 | 70 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $484 | 20 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $579 | 20 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $541 | 20 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $574 | 20 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $510 | 20 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $728 | 20 | Shares | Sole | 2023-07-26 | |
| 2022-03-31 | $87,599 | 3,859 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $107,656 | 3,445 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $177,157 | 3,823 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $149,446 | 2,390 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $79,817 | 1,211 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||