Position in XPER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$90
New position
Shares Held
11
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 153 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,828,007 across 39 Software - Application names. XPER ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
32,094 | $2,315,903 | |
| 2 | CRM |
Salesforce, Inc.
|
7,286 | $1,141,424 | |
| 3 | ADBE |
Adobe Inc.
|
3,056 | $626,541 | |
| 4 | SHOP |
Shopify Inc.
|
4,005 | $457,290 | |
| 5 | ROP |
Roper Technologies Inc
|
971 | $328,576 | |
| 6 | IDCC |
InterDigital, Inc.
|
507 | $143,546 | |
| 7 | ADP |
Automatic Data Processing Inc
|
589 | $131,906 | |
| 8 | PAYX |
Paychex Inc
|
1,338 | $131,565 |
All Filings in XPER
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90 | 11 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||