CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JOBY | 297K | $4.79M |
 | BORR | 293K | $786.97K |
 | HAL | 290K | $7.14M |
 | TGT | 290K | $26.04M |
 | MDT | 290K | $27.59M |
 | BHP | 289K | $16.10M |
 | FITB | 289K | $12.86M |
 | OXY | 287K | $13.54M |
 | KN | 287K | $6.68M |
 | AKBA | 282K | $771.21K |
 | SVC | 282K | $764.29K |
 | SLB | 281K | $9.65M |
 | MU | 280K | $46.92M |
 | BGS | 279K | $1.23M |
 | OKE | 277K | $20.23M |
 | NABL | 275K | $2.14M |
 | SD | 273K | $3.07M |
 | GE | 272K | $81.96M |
 | GM | 272K | $16.59M |
 | RC | 271K | $1.05M |
Joby Aviation, Inc.
JOBY
Shares Held
297K
Value
$4.79M
Borr Drilling Limited
BORR
Shares Held
293K
Value
$786.97K
Halliburton Company
HAL
Shares Held
290K
Value
$7.14M
Target Corporation
TGT
Shares Held
290K
Value
$26.04M
Medtronic plc
MDT
Shares Held
290K
Value
$27.59M
BHP Group Limited
BHP
Shares Held
289K
Value
$16.10M
Fifth Third Bancorp
FITB
Shares Held
289K
Value
$12.86M
Occidental Petroleum Corporation
OXY
Shares Held
287K
Value
$13.54M
Knowles Corporation
KN
Shares Held
287K
Value
$6.68M
Akebia Therapeutics, Inc.
AKBA
Shares Held
282K
Value
$771.21K
Service Properties Trust
SVC
Shares Held
282K
Value
$764.29K
SLB N.V.
SLB
Shares Held
281K
Value
$9.65M
Micron Technology, Inc.
MU
Shares Held
280K
Value
$46.92M
B&G Foods, Inc.
BGS
Shares Held
279K
Value
$1.23M
ONEOK, Inc.
OKE
Shares Held
277K
Value
$20.23M
N-able, Inc.
NABL
Shares Held
275K
Value
$2.14M
SandRidge Energy, Inc.
SD
Shares Held
273K
Value
$3.07M
GE Aerospace
GE
Shares Held
272K
Value
$81.96M
General Motors Company
GM
Shares Held
272K
Value
$16.59M
Ready Capital Corporation
RC
Shares Held
271K
Value
$1.05M