CREATIVE FINANCIAL DESIGNS INC /ADV
Position in TRI — Thomson Reuters Corp /Can/
CIK 819864
KOKOMO, IN
Position in TRI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,139
-$1,136 QoQ
Shares Held
46
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $261,605 across 10 Specialty Business Services names. TRI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RHLD |
Resolute Holdings Management, Inc.
|
877 | $142,337 | |
| 2 | ABM |
Abm Industries Inc /De/
|
1,111 | $42,795 | |
| 3 | CTAS |
Cintas Corp
|
239 | $40,424 | |
| 4 | CPRT |
Copart Inc
|
627 | $20,816 | |
| 5 | GPN |
Global Payments Inc
|
115 | $7,739 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
This page
|
46 | $4,139 | |
| 7 | RELX |
Relx PLC
|
54 | $1,790 | |
| 8 | AMTM |
Amentum Holdings, Inc.
|
33 | $860 |
All Filings in TRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,139 | 46 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,275 | 40 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,213 | 40 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,045 | 40 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,157 | 53 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,415 | 40 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,824 | 40 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,742 | 40 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,233 | 40 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,848 | 40 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,892 | 40 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,397 | 40 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||