CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBCF | 79K | $2.42M |
 | KDP | 79K | $2.03M |
 | CMCO | 79K | $1.14M |
 | UMBF | 79K | $9.39M |
 | CTRA | 79K | $1.87M |
 | AS | 79K | $2.74M |
 | PCAR | 79K | $7.74M |
 | BNS | 79K | $5.09M |
 | WBS | 79K | $4.67M |
 | RSG | 79K | $18.04M |
 | ADPT | 79K | $1.18M |
 | EL | 79K | $6.92M |
 | DVAX | 78K | $779.41K |
 | A | 78K | $10.06M |
 | TALO | 78K | $750.47K |
 | GEV | 78K | $48.07M |
 | SSRM | 78K | $1.91M |
 | PPG | 78K | $8.21M |
 | MAIN | 78K | $4.97M |
 | PHAT | 78K | $918.74K |
Seacoast Banking Corporation of Florida
SBCF
Shares Held
79K
Value
$2.42M
Keurig Dr Pepper Inc.
KDP
Shares Held
79K
Value
$2.03M
Columbus McKinnon Corporation
CMCO
Shares Held
79K
Value
$1.14M
UMB Financial Corporation
UMBF
Shares Held
79K
Value
$9.39M
Coterra Energy Inc.
CTRA
Shares Held
79K
Value
$1.87M
Amer Sports, Inc.
AS
Shares Held
79K
Value
$2.74M
PACCAR Inc
PCAR
Shares Held
79K
Value
$7.74M
The Bank of Nova Scotia
BNS
Shares Held
79K
Value
$5.09M
Webster Financial Corporation
WBS
Shares Held
79K
Value
$4.67M
Republic Services, Inc.
RSG
Shares Held
79K
Value
$18.04M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
79K
Value
$1.18M
The Estée Lauder Companies Inc.
EL
Shares Held
79K
Value
$6.92M
Dynavax Technologies Corporation
DVAX
Shares Held
78K
Value
$779.41K
Agilent Technologies, Inc.
A
Shares Held
78K
Value
$10.06M
Talos Energy Inc.
TALO
Shares Held
78K
Value
$750.47K
GE Vernova Inc.
GEV
Shares Held
78K
Value
$48.07M
SSR Mining Inc.
SSRM
Shares Held
78K
Value
$1.91M
PPG Industries, Inc.
PPG
Shares Held
78K
Value
$8.21M
Main Street Capital Corporation
MAIN
Shares Held
78K
Value
$4.97M
Phathom Pharmaceuticals, Inc.
PHAT
Shares Held
78K
Value
$918.74K