Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Twilio Inc.TWLO60.73K$12.53M
Donaldson Company, Inc.DCI60.75K$5.45M
Brookfield Infrastructure Partners L.P.BIP60.81K$2.22M
Trump Media & Technology Group Corp.DJT60.83K$470.85K
Mattel, Inc.MAT60.98K$846.38K
Perimeter Solutions, Inc.PRM60.98K$2.17M
GDS Holdings LimitedGDS61.08K$1.83M
Coca-Cola Europacific Partners PLCCCEP61.1K$6.11M
Ocular Therapeutix, Inc.OCUL61.28K$601.82K
PVH Corp.PVH61.4K$4.56M
Broadridge Financial Solutions, Inc.BR61.41K$8.41M
Manhattan Associates, Inc.MANH61.45K$8.56M
Arcosa, Inc.ACA61.58K$8.95M
Cracker Barrel Old Country StoreCBRL61.62K$3.28M
Digi International Inc.DGII61.72K$4.63M
Stride, Inc.LRN61.72K$5.32M
Priority Technology Holdings, Inc.PRTH61.93K$413.05K
HA Sustainable Infrastructure Capital, Inc.HASI61.98K$2.42M
IDT CorporationIDT61.98K$3.6M
Arbutus Biopharma CorpABUS62.11K$298.13K