CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBIO | 94K | $4.87M |
 | OHI | 94K | $3.95M |
 | KKR | 93K | $12.12M |
 | NDAQ | 93K | $8.24M |
 | RNW | 93K | $716.93K |
 | CRGY | 93K | $830.21K |
 | BBUC | 93K | $3.11M |
 | KTOS | 93K | $8.47M |
 | ARLP | 93K | $2.34M |
 | TT | 93K | $39.03M |
 | DG | 92K | $9.56M |
 | MOS | 92K | $3.20M |
 | FIS | 92K | $6.08M |
 | AVNS | 92K | $1.06M |
 | NOG | 92K | $2.28M |
 | ALL | 92K | $19.69M |
 | AUB | 92K | $3.24M |
 | FE | 92K | $4.19M |
 | MT | 91K | $3.31M |
 | CUZ | 91K | $2.65M |
BridgeBio Pharma, Inc.
BBIO
Shares Held
94K
Value
$4.87M
Omega Healthcare Investors, Inc.
OHI
Shares Held
94K
Value
$3.95M
KKR & Co. Inc.
KKR
Shares Held
93K
Value
$12.12M
Nasdaq, Inc.
NDAQ
Shares Held
93K
Value
$8.24M
ReNew Energy Global Plc
RNW
Shares Held
93K
Value
$716.93K
Crescent Energy Company
CRGY
Shares Held
93K
Value
$830.21K
Brookfield Business Corporation
BBUC
Shares Held
93K
Value
$3.11M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
93K
Value
$8.47M
Alliance Resource Partners, L.P.
ARLP
Shares Held
93K
Value
$2.34M
Trane Technologies plc
TT
Shares Held
93K
Value
$39.03M
Dollar General Corporation
DG
Shares Held
92K
Value
$9.56M
The Mosaic Company
MOS
Shares Held
92K
Value
$3.20M
Fidelity National Information Services, Inc.
FIS
Shares Held
92K
Value
$6.08M
Avanos Medical, Inc.
AVNS
Shares Held
92K
Value
$1.06M
Northern Oil and Gas, Inc.
NOG
Shares Held
92K
Value
$2.28M
The Allstate Corporation
ALL
Shares Held
92K
Value
$19.69M
Atlantic Union Bankshares Corporation
AUB
Shares Held
92K
Value
$3.24M
FirstEnergy Corp.
FE
Shares Held
92K
Value
$4.19M
ArcelorMittal S.A.
MT
Shares Held
91K
Value
$3.31M
Cousins Properties Incorporated
CUZ
Shares Held
91K
Value
$2.65M