CREATIVE FINANCIAL DESIGNS INC /ADV

Position in BR — Broadridge Financial Solutions, Inc.

CIK 819864 KOKOMO, IN

Position in BR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$547

-$8,027 QoQ

Shares Held

-88.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#985

of 1,003 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,264,959 across 17 Information Technology Services names. BR ranks #14 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	6,459	$1,816,335
2	TSSI	TSS, Inc.	19,400	$238,620
3	APLD	Applied Digital Corp.	1,536	$57,292
4	INOD	Innodata Inc	680	$51,394
5	JKHY	Jack Henry & Associates Inc	373	$51,377
6	IT	Gartner Inc	138	$17,887
7	CACI	Caci International Inc /De/	30	$13,897
8	CIFR	Cipher Digital Inc.	290	$7,105

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547	4	-88.9%	Shares	Sole	2026-07-28
2025-09-30	$8,574	36	-36.8%	Shares	Sole	2025-11-12
2025-06-30	$13,852	57	-18.6%	Shares	Sole	2025-08-04
2025-03-31	$16,972	70	+37.3%	Shares	Sole	2025-04-23
2024-12-31	$11,530	51	+18.6%	Shares	Sole	2025-02-10
2024-09-30	$9,246	43	—	Shares	Sole	2024-10-28
2023-06-30	$0	0	-100.0%	Shares	Sole	2023-07-26
2021-09-30	$40,660	244	0.0%	Shares	Sole	2021-10-08
2021-06-30	$39,413	244	0.0%	Shares	Sole	2021-07-27
2021-03-31	$37,356	244	0.0%	Shares	Sole	2021-04-19
2020-12-31	$37,380	244	0.0%	Shares	Sole	2021-01-08
2020-09-30	$32,208	244	0.0%	Shares	Sole	2020-10-06
2020-06-30	$30,790	244	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.