Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
monday.com Ltd.MNDY47.09K$3.41M
The Magnum Ice Cream Company N.V.MICC47.2K$821.81K
ATI Inc.ATI47.4K$9.34M
Verastem, Inc.VSTM47.59K$181.79K
Houlihan Lokey, Inc.HLI47.64K$6.39M
GRAIL Inc.GRAL47.66K$3.25M
Trimble Inc.TRMB47.67K$2.44M
Portillo's Inc.PTLO47.77K$226.43K
Steel Dynamics, Inc.STLD47.79K$10.97M
Regional Management Corp.RM47.83K$1.97M
AerCap Holdings N.V.AER47.89K$6.98M
Plexus Corp.PLXS47.92K$14.41M
Lazard IncLAZ47.95K$2.01M
Peapack-Gladstone Financial CorporationPGC48.02K$2.27M
Oklo Inc.OKLO48.05K$2.51M
Rockwell Automation, Inc.ROK48.14K$23.83M
Delcath Systems, Inc.DCTH48.43K$609.78K
C.H. Robinson Worldwide, Inc.CHRW48.57K$9.15M
Tejon Ranch Co.TRC48.57K$908.32K
Rogers CorporationROG48.6K$7.96M