Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$215,198
+$87,785 QoQ
Shares Held
419
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,219
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,489,164 across 11 Credit Services names. MA ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
58,539 | $2,527,714 | |
| 2 | V |
Visa Inc.
|
3,649 | $1,251,935 | |
| 3 | COF |
Capital One Financial Corp
|
1,275 | $255,790 | |
| 4 | MA |
Mastercard Inc
This page
|
419 | $215,198 | |
| 5 | AXP |
American Express Co
|
531 | $179,610 | |
| 6 | ALLY |
Ally Financial Inc.
|
432 | $19,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,000 | $17,930 | |
| 8 | OPFI |
OppFi Inc.
|
1,230 | $12,213 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,198 | 419 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $127,413 | 255 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $117,601 | 206 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $96,697 | 170 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $364,699 | 649 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $351,344 | 641 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $283,821 | 539 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $252,331 | 511 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $187,051 | 424 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $188,775 | 392 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $160,794 | 377 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $142,131 | 359 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $136,081 | 346 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $138,095 | 380 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $136,310 | 392 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $111,461 | 392 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $123,668 | 392 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $150,814 | 422 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $152,711 | 425 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $334,468 | 962 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $349,391 | 957 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $332,194 | 933 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $299,829 | 840 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $276,961 | 819 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $200,780 | 679 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $48,070 | 199 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||