Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bank of America Corporation | BAC-PL | 215 | $270.11K |
 Berkshire Hathaway Inc. | BRK-A | 218 | $163.19M |
 Wells Fargo & Company | WFC-PL | 531 | $613.87K |
 Alexander's, Inc. | ALX | 1.01K | $279.62K |
 Credit Acceptance Corporation | CACC | 1.3K | $827.13K |
 Resolute Holdings Management, Inc. | RHLD | 1.55K | $224.02K |
 Daily Journal Corporation | DJCO | 1.65K | $991.96K |
 Hovnanian Enterprises, Inc. | HOV | 1.68K | $239.25K |
 Copa Holdings, S.A. | CPA | 1.76K | $274.34K |
 CVR Partners, LP | UAN | 1.98K | $221.19K |
 UFP Technologies, Inc. | UFPT | 2.5K | $663.62K |
 First Citizens BancShares, Inc. | FCNCA | 2.63K | $5.47M |
 Grupo Aeroportuario del Sureste, S. A. B. de C. V. | ASR | 2.67K | $819.2K |
 Investors Title Company | ITIC | 2.75K | $752.89K |
 Willis Lease Finance Corporation | WLFC | 2.79K | $639.04K |
 POET Technologies Inc. | POET | 3K | $30.84K |
 ANI Pharmaceuticals, Inc. | ANIP | 3.17K | $262.66K |
 Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | PAC | 3.27K | $829.1K |
 Nathan's Famous, Inc. | NATH | 3.34K | $339.45K |
 BioNTech SE | BNTX | 3.38K | $314.57K |