Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Solaris Energy Infrastructure, Inc.SEI51.09K$4.11M
Lululemon Athletica Inc.LULU51.35K$5.86M
Amphastar Pharmaceuticals, Inc.AMPH51.44K$1.04M
Reinsurance Group of America, IncorporatedRGA51.45K$10.94M
Compass Minerals International, Inc.CMP51.5K$1.6M
Thomson Reuters CorporationTRI51.56K$4.21M
CNB Financial CorporationCCNE51.56K$1.74M
Moody's CorporationMCO51.57K$23.36M
Signet Jewelers LimitedSIG51.75K$4.46M
Mercury Systems, Inc.MRCY51.77K$6.33M
Carter's Inc.CRI51.84K$2.13M
Quanex Building Products CorporationNX51.85K$965.52K
LivaNova PLCLIVN51.88K$4.27M
Elevance Health Inc.ELV51.89K$20.07M
Sweetgreen, Inc.SG51.9K$457.23K
BrightSpring Health Services, Inc. Common StockBTSG51.96K$3.62M
Intellia Therapeutics, Inc.NTLA52.02K$880.18K
Essential Properties Realty Trust, Inc.EPRT52.05K$1.55M
The GEO Group, Inc.GEO52.05K$1.54M
Jbs N.V.JBS52.08K$617.18K