CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CODA — Coda Octopus Group, Inc.
CIK 819864
KOKOMO, IN
Position in CODA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$8,215
+$1,454 QoQ
Shares Held
727
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,375,578 across 24 Aerospace & Defense names. CODA ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,050 | $1,238,999 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,675 | $1,142,752 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,577 | $889,451 | |
| 4 | GE |
General Electric Co
|
1,566 | $444,383 | |
| 5 | GD |
General Dynamics Corp
|
1,294 | $444,126 | |
| 6 | RTX |
RTX Corp
|
2,229 | $429,974 | |
| 7 | BA |
Boeing Co
|
1,585 | $315,462 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,079 | $248,666 |
All Filings in CODA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,215 | 727 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,761 | 727 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,834 | 727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,239 | 1,374 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,573 | 1,374 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,758 | 1,374 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,427 | 1,852 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $26,383 | 4,379 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $20,281 | 3,515 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||