CREATIVE FINANCIAL DESIGNS INC /ADV

Position in MSTR — Strategy Inc

CIK 819864 KOKOMO, IN

Position in MSTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,648

-$96,051 QoQ

Shares Held

157

-82.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#735

of 863 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,828,007 across 39 Software - Application names. MSTR ranks #20 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	32,094	$2,315,903
2	CRM	Salesforce, Inc.	7,286	$1,141,424
3	ADBE	Adobe Inc.	3,056	$626,541
4	SHOP	Shopify Inc.	4,005	$457,290
5	ROP	Roper Technologies Inc	971	$328,576
6	IDCC	InterDigital, Inc.	507	$143,546
7	ADP	Automatic Data Processing Inc	589	$131,906
8	PAYX	Paychex Inc	1,338	$131,565

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,648	157	-82.1%	Shares	Sole	2026-07-28
2026-03-31	$109,699	879	-5.8%	Shares	Sole	2026-04-13
2025-12-31	$141,769	933	+39.7%	Shares	Sole	2026-02-06
2025-09-30	$215,236	668	+14.8%	Shares	Sole	2025-11-12
2025-06-30	$235,261	582	-17.4%	Shares	Sole	2025-08-04
2025-03-31	$203,230	705	+21.1%	Shares	Sole	2025-04-23
2024-12-31	$168,558	582	+61.7%	Shares	Sole	2025-02-10
2024-09-30	$60,696	360	+1614.3%	Shares	Sole	2024-10-28
2024-06-30	$28,927	21	+250.0%	Shares	Sole	2024-08-06
2024-03-31	$10,227	6	0.0%	Shares	Sole	2024-05-01
2023-12-31	$3,789	6	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,969	6	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.