CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HCI | 54K | $10.38M |
 | RDDT | 54K | $12.43M |
 | GRMN | 54K | $13.28M |
 | UGI | 54K | $1.79M |
 | TER | 54K | $7.39M |
 | ALLO | 54K | $66.50K |
 | SON | 54K | $2.31M |
 | SSB | 54K | $5.29M |
 | SATS | 53K | $4.08M |
 | CCK | 53K | $5.16M |
 | SBH | 53K | $867.84K |
 | EVTC | 53K | $1.80M |
 | CRC | 53K | $2.83M |
 | XYL | 53K | $7.84M |
 | IBRX | 53K | $130.73K |
 | MTDR | 53K | $2.38M |
 | PARR | 53K | $1.88M |
 | GT | 53K | $396.02K |
 | CBRE | 53K | $8.34M |
 | INBK | 53K | $1.19M |
HCI Group, Inc.
HCI
Shares Held
54K
Value
$10.38M
Reddit, Inc.
RDDT
Shares Held
54K
Value
$12.43M
Garmin Ltd.
GRMN
Shares Held
54K
Value
$13.28M
UGI Corporation
UGI
Shares Held
54K
Value
$1.79M
Teradyne, Inc.
TER
Shares Held
54K
Value
$7.39M
Allogene Therapeutics, Inc.
ALLO
Shares Held
54K
Value
$66.50K
Sonoco Products Company
SON
Shares Held
54K
Value
$2.31M
SouthState Corporation
SSB
Shares Held
54K
Value
$5.29M
EchoStar Corporation
SATS
Shares Held
53K
Value
$4.08M
Crown Holdings, Inc.
CCK
Shares Held
53K
Value
$5.16M
Sally Beauty Holdings, Inc.
SBH
Shares Held
53K
Value
$867.84K
EVERTEC, Inc.
EVTC
Shares Held
53K
Value
$1.80M
California Resources Corporation
CRC
Shares Held
53K
Value
$2.83M
Xylem Inc.
XYL
Shares Held
53K
Value
$7.84M
ImmunityBio, Inc.
IBRX
Shares Held
53K
Value
$130.73K
Matador Resources Company
MTDR
Shares Held
53K
Value
$2.38M
Par Pacific Holdings, Inc.
PARR
Shares Held
53K
Value
$1.88M
The Goodyear Tire & Rubber Company
GT
Shares Held
53K
Value
$396.02K
CBRE Group, Inc.
CBRE
Shares Held
53K
Value
$8.34M
First Internet Bancorp
INBK
Shares Held
53K
Value
$1.19M