Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Coherent, Inc.COHR41.03K$16.19M
Landstar System, Inc.LSTR41.08K$8.5M
Evolus, Inc.EOLS41.08K$285.12K
New Jersey Resources CorporationNJR41.22K$2.31M
Fidelity D & D Bancorp, Inc.FDBC41.25K$2.12M
Westinghouse Air Brake Technologies CorporationWAB41.3K$11.14M
Collegium Pharmaceutical, Inc.COLL41.34K$1.5M
Wayfair Inc.W41.38K$3.82M
Vitesse Energy, Inc.VTS41.42K$653.14K
Adeia Inc.ADEA41.43K$1.36M
Ecovyst Inc.ECVT41.48K$516.44K
Onto Innovation Inc.ONTO41.54K$15.72M
Sensient Technologies CorporationSXT41.58K$5.13M
BlackBerry LimitedBB41.58K$526.01K
Encore Capital Group, Inc.ECPG41.64K$3.88M
Prestige Consumer Healthcare Inc.PBH41.72K$1.97M
DICK'S Sporting Goods, Inc.DKS41.75K$9.47M
Alumis Inc.ALMS41.82K$1.18M
SLM CorporationSLM41.83K$1.08M
Lattice Semiconductor CorporationLSCC41.88K$6.41M