Position in MZTI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,667
-$9,200 QoQ
Shares Held
146
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MZTI Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $757,652 across 18 Packaged Foods names. MZTI ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
9,324 | $470,116 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
6,901 | $171,282 | |
| 3 | SJM |
J M SMUCKER Co
|
415 | $46,687 | |
| 4 | MZTI |
Marzetti Co
This page
|
146 | $16,667 | |
| 5 | KHC |
Kraft Heinz Co
|
624 | $14,738 | |
| 6 | CAG |
Conagra Brands Inc.
|
962 | $12,948 | |
| 7 | GIS |
General Mills Inc
|
297 | $10,335 | |
| 8 | INGR |
Ingredion Inc
|
50 | $4,735 |
All Filings in MZTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,667 | 146 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $25,867 | 187 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $52,121 | 317 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $167,951 | 972 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $736,345 | 4,262 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $760,550 | 4,346 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $696,195 | 4,021 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $671,848 | 3,805 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $706,369 | 3,738 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $712,170 | 3,430 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $544,594 | 3,273 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $476,276 | 2,886 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $585,171 | 2,910 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $597,075 | 2,943 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $580,062 | 2,940 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $430,101 | 2,862 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $346,031 | 2,687 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $374,217 | 2,509 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $405,223 | 2,447 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $395,521 | 2,343 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $441,009 | 2,279 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $385,441 | 2,198 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $402,919 | 2,193 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $396,757 | 2,219 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $338,033 | 2,181 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $212,765 | 1,471 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||