Position in SW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,625
+$2,443 QoQ
Shares Held
381
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,226,075 across 7 Packaging & Containers names. SW ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
50,292 | $2,180,158 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
381 | $17,625 | |
| 3 | IP |
International Paper Co /New/
|
344 | $13,106 | |
| 4 | OI |
O-I Glass, Inc. /DE/
|
1,000 | $9,630 | |
| 5 | SON |
Sonoco Products Co
|
72 | $4,057 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
120 | $1,268 | |
| 7 | SLGN |
Silgan Holdings Inc
|
5 | $231 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,625 | 381 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,182 | 381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,733 | 381 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,219 | 381 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,440 | 381 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,167 | 381 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $20,520 | 381 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||