CREATIVE FINANCIAL DESIGNS INC /ADV
Position in HRZN — Horizon Technology Finance Corp
CIK 819864
KOKOMO, IN
Position in HRZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$63,277
+$21,177 QoQ
Shares Held
13,378
+33.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#68
of 107 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRZN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $10,565,781 across 70 Asset Management names. HRZN ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
271,113 | $2,372,238 | |
| 2 | TROW |
Price T Rowe Group Inc
|
18,664 | $2,121,910 | |
| 3 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
132,993 | $1,005,427 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
166,680 | $831,733 | |
| 5 | FTF |
Franklin Ltd Duration Income Trust
|
136,845 | $792,332 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
86,397 | $620,330 | |
| 7 | DXYZ |
Destiny Tech100 Inc.
|
12,900 | $332,304 | |
| 8 | WIA |
Western Asset Inflation-Linked Income Fund
|
38,573 | $313,598 |
All Filings in HRZN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,277 | 13,378 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $42,100 | 10,000 | Shares | Sole | 2026-04-13 | |
| 2024-09-30 | $70,290 | 6,600 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $79,464 | 6,600 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $75,042 | 6,600 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $255,247 | 19,381 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $199,037 | 16,754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $201,736 | 16,700 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $148,896 | 13,200 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $111,800 | 9,638 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $100,170 | 10,007 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $101,944 | 8,834 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $120,415 | 8,663 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $135,718 | 8,525 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $136,323 | 8,384 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $142,771 | 8,267 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $117,168 | 8,148 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $106,052 | 8,010 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $96,545 | 7,862 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $84,006 | 7,707 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||