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Equibles

CREATIVE FINANCIAL DESIGNS INC /ADV

Position in CODA — Coda Octopus Group, Inc.

CIK 819864 KOKOMO, IN
Back to CODA Full portfolio

Position in CODA

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$7,102
-$1,113 QoQ
Shares Held
727
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 61 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CODA Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,527,548 across 30 Aerospace & Defense names. CODA ranks #20 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NOC
Northrop Grumman Corp /De/
 2,569 $1,308,417
2 LMT
Lockheed Martin Corp
 2,053 $1,045,921
3 LHX
L3harris Technologies, Inc. /De/
 3,262 $947,904
4 GE
General Electric Co
 1,971 $736,621
5 GD
General Dynamics Corp
 1,691 $599,019
6 RTX
RTX Corp
 2,199 $417,216
7 SPCX
Space Exploration Technologies Corp
 1,945 $332,322
8 HWM
Howmet Aerospace Inc.
 1,079 $290,099

All Filings in CODA

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,102 727
2026-03-31 $8,215 727
2025-12-31 $6,761 727
2025-09-30 $5,834 727
2025-06-30 $11,239 1,374
2025-03-31 $8,573 1,374
2024-12-31 $10,758 1,374
2024-09-30 $13,427 1,852
2024-06-30 $26,383 4,379
2024-03-31 $20,281 3,515