CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FMS | 64K | $1.68M |
 | OEC | 64K | $482.83K |
 | DDOG | 64K | $9.07M |
 | DIN | 64K | $1.57M |
 | EBR | 64K | $630.65K |
 | LBTYK | 64K | $746.95K |
 | JHX | 64K | $1.22M |
 | M | 63K | $1.14M |
 | GPC | 63K | $8.78M |
 | SXC | 63K | $515.30K |
 | LAB | 63K | $81.89K |
 | THS | 63K | $1.27M |
 | ACGL | 63K | $5.67M |
 | PSTG | 63K | $5.24M |
 | TBLA | 62K | $212.73K |
 | MMS | 62K | $5.69M |
 | BMO | 62K | $8.11M |
 | OBK | 62K | $2.15M |
 | BFC | 62K | $7.54M |
 | COIN | 62K | $20.95M |
Fresenius Medical Care AG & Co. KGaA
FMS
Shares Held
64K
Value
$1.68M
Orion Engineered Carbons S.A.
OEC
Shares Held
64K
Value
$482.83K
Datadog, Inc.
DDOG
Shares Held
64K
Value
$9.07M
Dine Brands Global, Inc.
DIN
Shares Held
64K
Value
$1.57M
Centrais Elétricas Brasileiras S.A. - Eletrobrás
EBR
Shares Held
64K
Value
$630.65K
Liberty Global plc
LBTYK
Shares Held
64K
Value
$746.95K
James Hardie Industries plc
JHX
Shares Held
64K
Value
$1.22M
Macy's, Inc.
M
Shares Held
63K
Value
$1.14M
Genuine Parts Company
GPC
Shares Held
63K
Value
$8.78M
SunCoke Energy, Inc.
SXC
Shares Held
63K
Value
$515.30K
Standard BioTools Inc.
LAB
Shares Held
63K
Value
$81.89K
TreeHouse Foods, Inc.
THS
Shares Held
63K
Value
$1.27M
Arch Capital Group Ltd.
ACGL
Shares Held
63K
Value
$5.67M
Pure Storage, Inc.
PSTG
Shares Held
63K
Value
$5.24M
Taboola.com Ltd.
TBLA
Shares Held
62K
Value
$212.73K
Maximus, Inc.
MMS
Shares Held
62K
Value
$5.69M
Bank of Montreal
BMO
Shares Held
62K
Value
$8.11M
Origin Bancorp, Inc.
OBK
Shares Held
62K
Value
$2.15M
Bank First Corporation
BFC
Shares Held
62K
Value
$7.54M
Coinbase Global, Inc.
COIN
Shares Held
62K
Value
$20.95M