CREATIVE FINANCIAL DESIGNS INC /ADV
Position in IBM — International Business Machines Corp
CIK 819864
KOKOMO, IN
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,816,335
+$277,644 QoQ
Shares Held
6,459
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,461
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,264,959 across 17 Information Technology Services names. IBM ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,459 | $1,816,335 | |
| 2 | TSSI |
TSS, Inc.
|
19,400 | $238,620 | |
| 3 | APLD |
Applied Digital Corp.
|
1,536 | $57,292 | |
| 4 | INOD |
Innodata Inc
|
680 | $51,394 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
373 | $51,377 | |
| 6 | IT |
Gartner Inc
|
138 | $17,887 | |
| 7 | CACI |
Caci International Inc /De/
|
30 | $13,897 | |
| 8 | CIFR |
Cipher Digital Inc.
|
290 | $7,105 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816,335 | 6,459 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,538,691 | 6,348 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,135,081 | 7,208 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,845,044 | 6,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,246,329 | 4,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $900,895 | 3,623 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $797,982 | 3,630 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,196,263 | 5,411 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $952,262 | 5,506 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $778,352 | 4,076 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $513,874 | 3,142 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $354,678 | 2,528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $240,724 | 1,799 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $228,358 | 1,742 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $233,313 | 1,656 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $196,036 | 1,650 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $228,586 | 1,619 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $214,272 | 1,648 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $173,891 | 1,301 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $189,639 | 1,365 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $203,027 | 1,385 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $170,706 | 1,281 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $162,511 | 1,291 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $141,623 | 1,164 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $656,143 | 5,433 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $578,721 | 5,217 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||