CREATIVE FINANCIAL DESIGNS INC /ADV

CIK

819864

City

KOKOMO

State / Country

Stock

CPK — Chesapeake Utilities Corp

Top Portfolio Positions

1,162 positions · $310,187,400 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	124,430	$31,579,089	10.18%
AMZN	Amazon Com Inc Consumer Cyclical	129,013	$26,869,537	8.66%
LLY	ELI LILLY & Co Healthcare	28,285	$26,015,694	8.39%
QQQ	Invesco Qqq Trust, Series 1	21,558	$12,442,846	4.01%
NVDA	Nvidia Corp Technology	58,522	$10,206,236	3.29%
CAT	Caterpillar Inc Industrials	10,510	$7,445,914	2.40%
SPY	Spdr S&P 500 ETF Trust	9,593	$6,238,711	2.01%
GOOGL	Alphabet Inc. Communication Services	20,383	$5,861,335	1.89%
CVX	Chevron Corp Energy	26,974	$5,580,920	1.80%
MSFT	Microsoft Corp Technology	11,524	$4,265,839	1.38%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,992	451	+0.2%	Shares	Sole	2026-04-13
2025-12-31	$56,142	450	0.0%	Shares	Sole	2026-02-06
2025-09-30	$60,610	450	0.0%	Shares	Sole	2025-11-12
2025-06-30	$54,099	450	0.0%	Shares	Sole	2025-08-04
2025-03-31	$57,793	450	0.0%	Shares	Sole	2025-04-23
2024-12-31	$54,607	450	0.0%	Shares	Sole	2025-02-10
2024-09-30	$55,876	450	0.0%	Shares	Sole	2024-10-28
2024-06-30	$47,790	450	0.0%	Shares	Sole	2024-08-06
2024-03-31	$48,285	450	0.0%	Shares	Sole	2024-05-01
2023-12-31	$47,533	450	0.0%	Shares	Sole	2024-01-10
2023-09-30	$43,987	450	0.0%	Shares	Sole	2023-11-14
2023-06-30	$53,550	450	0.0%	Shares	Sole	2023-07-26
2023-03-31	$57,595	450	0.0%	Shares	Sole	2023-04-25
2022-12-31	$53,181	450	0.0%	Shares	Sole	2023-02-01
2022-09-30	$51,925	450	0.0%	Shares	Sole	2022-11-01
2022-06-30	$58,297	450	0.0%	Shares	Sole	2022-08-01
2022-03-31	$61,992	450	0.0%	Shares	Sole	2022-04-15
2021-12-31	$65,614	450	0.0%	Shares	Sole	2022-01-26
2021-09-30	$54,022	450	—	Shares	Sole	2021-10-08
No 13F history on record for this holder in this stock.