CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMRC | 60K | $1.46M |
 | PAA | 60K | $1.02M |
 | WST | 60K | $15.73M |
 | BHE | 60K | $2.31M |
 | RPRX | 60K | $2.11M |
 | PHI | 60K | $1.12M |
 | BXP | 60K | $4.45M |
 | SMR | 60K | $2.15M |
 | PHG | 60K | $1.63M |
 | TSN | 60K | $3.24M |
 | K | 60K | $4.89M |
 | BOX | 60K | $1.92M |
 | TXT | 60K | $5.03M |
 | FTV | 60K | $2.92M |
 | G | 59K | $2.49M |
 | SONO | 59K | $938.21K |
 | INCY | 59K | $5.03M |
 | CUBE | 59K | $2.40M |
 | FLYW | 59K | $799.84K |
 | ARM | 59K | $8.33M |
Bank of Marin Bancorp
BMRC
Shares Held
60K
Value
$1.46M
Plains All American Pipeline, L.P.
PAA
Shares Held
60K
Value
$1.02M
West Pharmaceutical Services, Inc.
WST
Shares Held
60K
Value
$15.73M
Benchmark Electronics, Inc.
BHE
Shares Held
60K
Value
$2.31M
Royalty Pharma plc
RPRX
Shares Held
60K
Value
$2.11M
PLDT Inc.
PHI
Shares Held
60K
Value
$1.12M
BXP, Inc.
BXP
Shares Held
60K
Value
$4.45M
NuScale Power Corporation
SMR
Shares Held
60K
Value
$2.15M
Koninklijke Philips N.V.
PHG
Shares Held
60K
Value
$1.63M
Tyson Foods, Inc.
TSN
Shares Held
60K
Value
$3.24M
Kellanova
K
Shares Held
60K
Value
$4.89M
Box, Inc.
BOX
Shares Held
60K
Value
$1.92M
Textron Inc.
TXT
Shares Held
60K
Value
$5.03M
Fortive Corporation
FTV
Shares Held
60K
Value
$2.92M
Genpact Limited
G
Shares Held
59K
Value
$2.49M
Sonos, Inc.
SONO
Shares Held
59K
Value
$938.21K
Incyte Corporation
INCY
Shares Held
59K
Value
$5.03M
CubeSmart
CUBE
Shares Held
59K
Value
$2.40M
Flywire Corporation
FLYW
Shares Held
59K
Value
$799.84K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
59K
Value
$8.33M