Position in BOX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$716
+$78 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 391 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOX 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. BOX ranks #34 (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 BOX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716 | 27 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $638 | 27 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,231 | 877 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,435 | 1,377 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $922 | 27 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $833 | 27 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,706 | 54 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||