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Portfolio (Quarterly) Guide ↗

CREATIVE FINANCIAL DESIGNS INC /ADV

· CIK 0000819864
13F Portfolio $1.6B AUM 2,162 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 186 New 649 Added 456 Reduced 84 Exited
Page 7 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APG API GROUP CORP COM STK Industrials 33.0 $1K NEW $40.52 +2.8%
122 PCVX VAXCYTE INC COM Healthcare 23.0 $1K NEW $58.13 -18.6%
123 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 6.0 $1K NEW $222.00 +73.9%
124 CGNX COGNEX CORP COM Technology 27.0 $1K NEW $49.00 +34.9%
125 ATI ATI INC COM Industrials 9.0 $1K NEW $145.44 +11.6%
126 TTC TORO CO COM Industrials 14.0 $1K NEW $93.43 -2.8%
127 ROIV ROIVANT SCIENCES LTD SHS Healthcare 47.0 $1K NEW $27.70 +8.2%
128 GLOBUS MED INC CL A 15.0 $1K NEW $86.13
129 ARW ARROW ELECTRS INC COM Technology 9.0 $1K NEW $143.44 +51.5%
130 BOKF BOK FINL CORP COM NEW Financial Services 10.0 $1K NEW $128.10 +2.1%
131 RVMD REVOLUTION MEDICINES INC COM Healthcare 13.0 $1K NEW $97.23 +55.9%
132 CAVA CAVA GROUP INC COM Consumer Cyclical 15.0 $1K NEW $80.93 -0.6%
133 LNTH LANTHEUS HLDGS INC COM Healthcare 16.0 $1K NEW $75.88 +35.7%
134 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 2.0 $1K NEW $593.00 -4.1%
135 CRS CARPENTER TECHNOLOGY CORP COM Industrials 3.0 $1K NEW $394.00 +10.2%
136 FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF Financial Services 19.0 $1K NEW $62.16 -3.6%
137 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 4.0 $1K NEW $290.25 +4.2%
138 RRX REGAL REXNORD CORPORATION COM Industrials 6.0 $1K NEW $187.33 +7.2%
139 FRPT FRESHPET INC COM Consumer Defensive 19.0 $1K NEW $58.95 -12.5%
140 RBC RBC BEARINGS INC COM Industrials 2.0 $1K NEW $543.00 +3.1%
Page 7 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Financial Services 16.9%
Healthcare 12.3%
Consumer Cyclical 11.5%
Industrials 9.3%
Energy 6.0%
Consumer Defensive 5.2%
Communication Services 5.1%
Utilities 4.0%
Basic Materials 3.3%