
CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TGNA | 98K | $2.00M |
![]() | MTG | 98K | $2.77M |
![]() | GD | 98K | $33.28M |
![]() | IR | 97K | $8.01M |
![]() | AIG | 97K | $7.59M |
![]() | VIV | 96K | $1.23M |
![]() | OCFC | 96K | $1.69M |
![]() | PGR | 96K | $23.79M |
![]() | OSCR | 96K | $1.82M |
![]() | MGA | 95K | $4.52M |
![]() | BRO | 95K | $8.93M |
![]() | MRNA | 95K | $2.45M |
![]() | PBA | 95K | $3.84M |
![]() | VRTX | 95K | $37.15M |
![]() | DE | 95K | $43.33M |
![]() | AVPT | 95K | $1.42M |
![]() | ODFL | 95K | $13.31M |
![]() | FLR | 94K | $3.97M |
![]() | AVDX | 94K | $938.80K |
![]() | IP | 94K | $4.37M |

TEGNA Inc.
TGNA
Shares Held
98K
Value
$2.00M

MGIC Investment Corporation
MTG
Shares Held
98K
Value
$2.77M

General Dynamics Corporation
GD
Shares Held
98K
Value
$33.28M

Ingersoll Rand Inc.
IR
Shares Held
97K
Value
$8.01M

American International Group, Inc.
AIG
Shares Held
97K
Value
$7.59M

Telefônica Brasil S.A.
VIV
Shares Held
96K
Value
$1.23M

OceanFirst Financial Corp.
OCFC
Shares Held
96K
Value
$1.69M

The Progressive Corporation
PGR
Shares Held
96K
Value
$23.79M

Oscar Health, Inc.
OSCR
Shares Held
96K
Value
$1.82M

Magna International Inc.
MGA
Shares Held
95K
Value
$4.52M

Brown & Brown, Inc.
BRO
Shares Held
95K
Value
$8.93M

Moderna, Inc.
MRNA
Shares Held
95K
Value
$2.45M

Pembina Pipeline Corporation
PBA
Shares Held
95K
Value
$3.84M

Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
95K
Value
$37.15M

Deere & Company
DE
Shares Held
95K
Value
$43.33M

AvePoint, Inc.
AVPT
Shares Held
95K
Value
$1.42M

Old Dominion Freight Line, Inc.
ODFL
Shares Held
95K
Value
$13.31M

Fluor Corporation
FLR
Shares Held
94K
Value
$3.97M

AvidXchange Holdings, Inc.
AVDX
Shares Held
94K
Value
$938.80K

International Paper Company
IP
Shares Held
94K
Value
$4.37M
