CREATIVE FINANCIAL DESIGNS INC /ADV
Position in PLTR — Palantir Technologies Inc.
CIK 819864
KOKOMO, IN
Position in PLTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,453,008
-$925,504 QoQ
Shares Held
12,454
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,166
of 2,831 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. PLTR ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in PLTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,453,008 | 12,454 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,378,512 | 16,260 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,621,279 | 14,747 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,638,158 | 14,462 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,838,684 | 13,488 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $993,388 | 11,770 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $880,635 | 11,644 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $441,043 | 11,856 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $313,408 | 12,373 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $269,608 | 11,717 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $184,010 | 10,717 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $72,272 | 4,517 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,915 | 3,517 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,326 | 867 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,944 | 926 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,495 | 676 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,131 | 676 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,281 | 676 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $637 | 35 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $841 | 35 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $922 | 35 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $582 | 25 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||