CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADBE | 113K | $39.95M |
 | LNT | 113K | $7.59M |
 | HMY | 112K | $2.04M |
 | FLG | 112K | $1.30M |
 | E | 112K | $3.92M |
 | ENR | 112K | $2.79M |
 | SMCI | 112K | $5.37M |
 | WSBC | 112K | $3.56M |
 | ROST | 112K | $17.00M |
 | EXEL | 111K | $4.56M |
 | WPC | 110K | $7.46M |
 | BE | 110K | $9.33M |
 | WRB | 109K | $8.37M |
 | TRV | 109K | $30.48M |
 | LNG | 109K | $25.64M |
 | CTAS | 109K | $22.39M |
 | RCI | 109K | $3.76M |
 | VTR | 109K | $7.62M |
 | CTKB | 109K | $376.95K |
 | MMC | 108K | $21.73M |
Adobe Inc.
ADBE
Shares Held
113K
Value
$39.95M
Alliant Energy Corporation
LNT
Shares Held
113K
Value
$7.59M
Harmony Gold Mining Company Limited
HMY
Shares Held
112K
Value
$2.04M
Flagstar Financial, Inc.
FLG
Shares Held
112K
Value
$1.30M
Eni S.p.A.
E
Shares Held
112K
Value
$3.92M
Energizer Holdings, Inc.
ENR
Shares Held
112K
Value
$2.79M
Super Micro Computer, Inc.
SMCI
Shares Held
112K
Value
$5.37M
WesBanco, Inc.
WSBC
Shares Held
112K
Value
$3.56M
Ross Stores, Inc.
ROST
Shares Held
112K
Value
$17.00M
Exelixis, Inc.
EXEL
Shares Held
111K
Value
$4.56M
W. P. Carey Inc.
WPC
Shares Held
110K
Value
$7.46M
Bloom Energy Corporation
BE
Shares Held
110K
Value
$9.33M
W. R. Berkley Corporation
WRB
Shares Held
109K
Value
$8.37M
The Travelers Companies, Inc.
TRV
Shares Held
109K
Value
$30.48M
Cheniere Energy, Inc.
LNG
Shares Held
109K
Value
$25.64M
Cintas Corporation
CTAS
Shares Held
109K
Value
$22.39M
Rogers Communications Inc.
RCI
Shares Held
109K
Value
$3.76M
Ventas, Inc.
VTR
Shares Held
109K
Value
$7.62M
Cytek Biosciences, Inc.
CTKB
Shares Held
109K
Value
$376.95K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
108K
Value
$21.73M