CREATIVE FINANCIAL DESIGNS INC /ADV

CIK

819864

City

KOKOMO

State / Country

Stock

MRCC — MONROE CAPITAL Corp

Top Portfolio Positions

1,161 positions · $310,177,542 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

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$65,458	14,230	+1.5%	Shares	Sole	2026-04-13
2025-12-31	$89,275	14,015	+2.2%	Shares	Sole	2026-02-06
2025-09-30	$96,237	13,709	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$84,874	13,345	+3.0%	Shares	Sole	2025-08-04
2025-03-31	$101,049	12,955	+2.4%	Shares	Sole	2025-04-23
2024-12-31	$107,491	12,646	+2.2%	Shares	Sole	2025-02-10
2024-09-30	$99,933	12,368	+2.3%	Shares	Sole	2024-10-28
2024-06-30	$92,012	12,091	+5.0%	Shares	Sole	2024-08-06
2024-03-31	$82,908	11,515	0.0%	Shares	Sole	2024-05-01
2023-12-31	$81,353	11,515	+2.6%	Shares	Sole	2024-01-10
2023-09-30	$83,633	11,226	+2.5%	Shares	Sole	2023-11-14
2023-06-30	$89,628	10,957	+2.2%	Shares	Sole	2023-07-26
2023-03-31	$82,023	10,722	-32.1%	Shares	Sole	2023-04-25
2022-12-31	$134,769	15,781	+2.2%	Shares	Sole	2023-02-01
2022-09-30	$111,749	15,435	+2.5%	Shares	Sole	2022-11-01
2022-06-30	$135,946	15,055	+2.0%	Shares	Sole	2022-08-01
2022-03-31	$159,217	14,756	+1.8%	Shares	Sole	2022-04-15
2021-12-31	$162,690	14,500	+1.7%	Shares	Sole	2022-01-26
2021-09-30	$148,171	14,261	+1.8%	Shares	Sole	2021-10-08
2021-06-30	$150,284	14,006	+1.7%	Shares	Sole	2021-07-27
2021-03-31	$138,290	13,774	+1.8%	Shares	Sole	2021-04-19
2020-12-31	$108,629	13,528	+2.3%	Shares	Sole	2021-01-08
2020-09-30	$90,459	13,225	-4.8%	Shares	Sole	2020-10-06
2020-06-30	$96,521	13,888	+1361.9%	Shares	Sole	2020-07-23
2020-03-31	$6,745	950	—	Shares	Sole	2020-04-22
No quarters match your search.