CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CC | 68K | $1.08M |
 | AMTB | 68K | $1.31M |
 | OVV | 68K | $2.75M |
 | COGT | 68K | $972.72K |
 | MCK | 67K | $52.06M |
 | SANM | 67K | $7.75M |
 | CLNE | 67K | $173.34K |
 | LHX | 67K | $20.49M |
 | TPH | 67K | $2.28M |
 | ABSI | 67K | $203.58K |
 | SWKS | 67K | $5.14M |
 | BFIN | 67K | $802.28K |
 | TCBK | 67K | $2.96M |
 | ADTN | 67K | $624.46K |
 | CCLD | 66K | $212.98K |
 | KSS | 66K | $1.02M |
 | CNI | 66K | $6.24M |
 | AOS | 66K | $4.86M |
 | VEEV | 66K | $19.69M |
 | TSLX | 66K | $1.51M |
The Chemours Company
CC
Shares Held
68K
Value
$1.08M
Amerant Bancorp Inc.
AMTB
Shares Held
68K
Value
$1.31M
Ovintiv Inc.
OVV
Shares Held
68K
Value
$2.75M
Cogent Biosciences, Inc.
COGT
Shares Held
68K
Value
$972.72K
McKesson Corporation
MCK
Shares Held
67K
Value
$52.06M
Sanmina Corporation
SANM
Shares Held
67K
Value
$7.75M
Clean Energy Fuels Corp.
CLNE
Shares Held
67K
Value
$173.34K
L3Harris Technologies, Inc.
LHX
Shares Held
67K
Value
$20.49M
Tri Pointe Homes, Inc.
TPH
Shares Held
67K
Value
$2.28M
Absci Corporation
ABSI
Shares Held
67K
Value
$203.58K
Skyworks Solutions, Inc.
SWKS
Shares Held
67K
Value
$5.14M
BankFinancial Corporation
BFIN
Shares Held
67K
Value
$802.28K
TriCo Bancshares
TCBK
Shares Held
67K
Value
$2.96M
ADTRAN Holdings, Inc.
ADTN
Shares Held
67K
Value
$624.46K
CareCloud, Inc.
CCLD
Shares Held
66K
Value
$212.98K
Kohl's Corporation
KSS
Shares Held
66K
Value
$1.02M
Canadian National Railway Company
CNI
Shares Held
66K
Value
$6.24M
A. O. Smith Corporation
AOS
Shares Held
66K
Value
$4.86M
Veeva Systems Inc.
VEEV
Shares Held
66K
Value
$19.69M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
66K
Value
$1.51M