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CREATIVE FINANCIAL DESIGNS INC /ADV

Position in FPS — Forgent Power Solutions, Inc.

CIK 819864 KOKOMO, IN

Position in FPS

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$599,266
New position
Shares Held
10,728
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#243
of 365 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,534,998 across 10 Electrical Equipment & Parts names. FPS ranks #2 (39.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FPS
Forgent Power Solutions, Inc.
This page
10,728 $599,266

All Filings in FPS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $599,266 10,728