CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALKS | 62K | $1.86M |
 | RCL | 62K | $20.03M |
 | AMPL | 62K | $663.24K |
 | NTCT | 62K | $1.60M |
 | GH | 62K | $3.85M |
 | ACI | 62K | $1.08M |
 | MBC | 62K | $811.86K |
 | SNCY | 62K | $727.77K |
 | LXP | 61K | $550.89K |
 | INVA | 61K | $1.12M |
 | RELY | 61K | $1.00M |
 | CARG | 61K | $2.28M |
 | VLTO | 61K | $6.50M |
 | NTAP | 61K | $7.22M |
 | CMPX | 61K | $213.25K |
 | FHB | 61K | $1.51M |
 | STZ | 61K | $8.15M |
 | MWA | 60K | $1.54M |
 | CMS | 60K | $4.42M |
 | DBX | 60K | $1.82M |
Alkermes plc
ALKS
Shares Held
62K
Value
$1.86M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
62K
Value
$20.03M
Amplitude, Inc.
AMPL
Shares Held
62K
Value
$663.24K
NetScout Systems, Inc.
NTCT
Shares Held
62K
Value
$1.60M
Guardant Health, Inc.
GH
Shares Held
62K
Value
$3.85M
Albertsons Companies, Inc.
ACI
Shares Held
62K
Value
$1.08M
MasterBrand, Inc.
MBC
Shares Held
62K
Value
$811.86K
Sun Country Airlines Holdings, Inc.
SNCY
Shares Held
62K
Value
$727.77K
LXP Industrial Trust
LXP
Shares Held
61K
Value
$550.89K
Innoviva, Inc.
INVA
Shares Held
61K
Value
$1.12M
Remitly Global, Inc.
RELY
Shares Held
61K
Value
$1.00M
CarGurus, Inc.
CARG
Shares Held
61K
Value
$2.28M
Veralto Corporation
VLTO
Shares Held
61K
Value
$6.50M
NetApp, Inc.
NTAP
Shares Held
61K
Value
$7.22M
Compass Therapeutics, Inc.
CMPX
Shares Held
61K
Value
$213.25K
First Hawaiian, Inc.
FHB
Shares Held
61K
Value
$1.51M
Constellation Brands, Inc.
STZ
Shares Held
61K
Value
$8.15M
Mueller Water Products, Inc.
MWA
Shares Held
60K
Value
$1.54M
CMS Energy Corporation
CMS
Shares Held
60K
Value
$4.42M
Dropbox, Inc.
DBX
Shares Held
60K
Value
$1.82M