Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Expeditors International of Washington, Inc.EXPD54.46K$8.88M
RB Global, Inc.RBA54.75K$6.38M
J&J Snack Foods Corp.JJSF54.82K$4.03M
Velocity Financial, Inc.VEL54.85K$1.01M
CONMED CorporationCNMD54.86K$1.8M
Celsius Holdings, Inc.CELH54.87K$1.61M
Sunbelt Rentals Holdings IncSUNB55.01K$4.12M
Vontier CorporationVNT55.24K$1.6M
John Wiley & Sons, Inc.WLY55.37K$2.69M
PTC Therapeutics, Inc.PTCT55.71K$4.54M
ASP Isotopes Inc. Common StockASPI55.78K$346.95K
Midland States Bancorp, Inc.MSBI55.88K$1.74M
Quantum-Si incorporatedQSI55.88K$49.46K
TPG Inc.TPG56.04K$2.27M
Protagonist Therapeutics, Inc.PTGX56.19K$6.89M
PJT Partners Inc.PJT56.22K$8.49M
ITT Inc.ITT56.23K$11.12M
BNY Mellon Strategic Municipals, Inc.LEO56.38K$364.21K
California Resources CorpCRC56.39K$2.98M
Science Applications International CorporationSAIC56.43K$6.23M