CREATIVE FINANCIAL DESIGNS INC /ADV

Position in OKLO — Oklo Inc.

CIK 819864 KOKOMO, IN

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Position in OKLO

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

Position Value

$107,799

+$57,614 QoQ

Shares Held

2,060

+103.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#453

of 665 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,612,778 across 6 Utilities - Independent Power Producers names. OKLO ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	3,170	$502,857
2	CEG	Constellation Energy Corp	1,901	$472,151
3	TLN	Talen Energy Corp	757	$290,884
4	NRG	Nrg Energy, Inc.	969	$141,532
5	OKLO	Oklo Inc. This page	2,060	$107,799
6	DGXX	Digi Power X Inc.	17,900	$97,555

All Filings in OKLO

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,799	2,060	+103.6%	Shares	Sole	2026-07-28
2026-03-31	$50,185	1,012	-48.4%	Shares	Sole	2026-04-13
2025-12-31	$140,649	1,960	+37.1%	Shares	Sole	2026-02-06
2025-09-30	$159,630	1,430	+142.4%	Shares	Sole	2025-11-12
2025-06-30	$33,034	590	+107.0%	Shares	Sole	2025-08-04
2025-03-31	$6,164	285	+470.0%	Shares	Sole	2025-04-23
2024-12-31	$1,061	50	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.