CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCCO | 82K | $9.93M |
 | TREX | 82K | $4.22M |
 | FFBC | 82K | $2.06M |
 | MSBI | 81K | $1.39M |
 | VST | 81K | $15.88M |
 | OKTA | 81K | $7.43M |
 | XYZ | 81K | $5.85M |
 | OPK | 81K | $125.23K |
 | REXR | 81K | $3.32M |
 | DTE | 81K | $11.39M |
 | PCVX | 80K | $2.89M |
 | SLF | 80K | $4.82M |
 | CVBF | 80K | $1.51M |
 | MKC | 80K | $5.35M |
 | RLAY | 80K | $416.94K |
 | COMM | 80K | $1.23M |
 | COHU | 80K | $1.62M |
 | OMF | 80K | $4.49M |
 | CME | 80K | $21.51M |
 | WDC | 80K | $9.55M |
Southern Copper Corporation
SCCO
Shares Held
82K
Value
$9.93M
Trex Company, Inc.
TREX
Shares Held
82K
Value
$4.22M
First Financial Bancorp.
FFBC
Shares Held
82K
Value
$2.06M
Midland States Bancorp, Inc.
MSBI
Shares Held
81K
Value
$1.39M
Vistra Corp.
VST
Shares Held
81K
Value
$15.88M
Okta, Inc.
OKTA
Shares Held
81K
Value
$7.43M
Block, Inc.
XYZ
Shares Held
81K
Value
$5.85M
OPKO Health, Inc.
OPK
Shares Held
81K
Value
$125.23K
Rexford Industrial Realty, Inc.
REXR
Shares Held
81K
Value
$3.32M
DTE Energy Company
DTE
Shares Held
81K
Value
$11.39M
Vaxcyte, Inc.
PCVX
Shares Held
80K
Value
$2.89M
Sun Life Financial Inc.
SLF
Shares Held
80K
Value
$4.82M
CVB Financial Corp.
CVBF
Shares Held
80K
Value
$1.51M
McCormick & Company, Incorporated
MKC
Shares Held
80K
Value
$5.35M
Relay Therapeutics, Inc.
RLAY
Shares Held
80K
Value
$416.94K
CommScope Holding Company, Inc.
COMM
Shares Held
80K
Value
$1.23M
Cohu, Inc.
COHU
Shares Held
80K
Value
$1.62M
OneMain Holdings, Inc.
OMF
Shares Held
80K
Value
$4.49M
CME Group Inc.
CME
Shares Held
80K
Value
$21.51M
Western Digital Corporation
WDC
Shares Held
80K
Value
$9.55M