CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HRB | 91K | $4.62M |
 | PDM | 91K | $819.57K |
 | WERN | 91K | $2.40M |
 | DINO | 91K | $4.76M |
 | SPGI | 91K | $44.14M |
 | HIG | 91K | $12.09M |
 | IPG | 91K | $2.53M |
 | AMBC | 90K | $753.13K |
 | MLI | 90K | $9.12M |
 | IRWD | 90K | $118.10K |
 | BF-B | 90K | $2.44M |
 | IVZ | 90K | $2.06M |
 | SYK | 90K | $33.23M |
 | UNM | 90K | $6.99M |
 | OPEN | 90K | $715.06K |
 | KMB | 90K | $11.14M |
 | BMBL | 90K | $545.28K |
 | ITW | 89K | $23.30M |
 | LDOS | 89K | $16.85M |
 | CM | 89K | $7.12M |
H&R Block, Inc.
HRB
Shares Held
91K
Value
$4.62M
Piedmont Office Realty Trust, Inc.
PDM
Shares Held
91K
Value
$819.57K
Werner Enterprises, Inc.
WERN
Shares Held
91K
Value
$2.40M
HF Sinclair Corporation
DINO
Shares Held
91K
Value
$4.76M
S&P Global Inc.
SPGI
Shares Held
91K
Value
$44.14M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
91K
Value
$12.09M
The Interpublic Group of Companies, Inc.
IPG
Shares Held
91K
Value
$2.53M
Ambac Financial Group, Inc.
AMBC
Shares Held
90K
Value
$753.13K
Mueller Industries, Inc.
MLI
Shares Held
90K
Value
$9.12M
Ironwood Pharmaceuticals, Inc.
IRWD
Shares Held
90K
Value
$118.10K
Brown-Forman Corporation
BF-B
Shares Held
90K
Value
$2.44M
Invesco Ltd.
IVZ
Shares Held
90K
Value
$2.06M
Stryker Corporation
SYK
Shares Held
90K
Value
$33.23M
Unum Group
UNM
Shares Held
90K
Value
$6.99M
Opendoor Technologies Inc.
OPEN
Shares Held
90K
Value
$715.06K
Kimberly-Clark Corporation
KMB
Shares Held
90K
Value
$11.14M
Bumble Inc.
BMBL
Shares Held
90K
Value
$545.28K
Illinois Tool Works Inc.
ITW
Shares Held
89K
Value
$23.30M
Leidos Holdings, Inc.
LDOS
Shares Held
89K
Value
$16.85M
Canadian Imperial Bank of Commerce
CM
Shares Held
89K
Value
$7.12M