Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Federated Hermes, Inc.FHI62.15K$3.43M
Waste Connections, Inc.WCN62.15K$10.36M
Silgan Holdings Inc.SLGN62.22K$2.89M
Targa Resources Corp.TRGP62.23K$16.69M
Vertex, Inc.VERX62.23K$714.42K
Penguin Solutions, Inc.PENG62.26K$4.73M
Sarepta Therapeutics, Inc.SRPT62.36K$1.12M
Equity LifeStyle Properties, Inc.ELS62.52K$4.03M
ConnectOne Bancorp, Inc.CNOB62.55K$2.09M
Cytek Biosciences, Inc.CTKB62.55K$277.12K
Prothena Corporation plcPRTA62.62K$613.05K
Life Time Group Holdings, Inc.LTH62.69K$2.56M
Cryoport, Inc.CYRX62.7K$984.41K
DigitalOcean Holdings, Inc.DOCN62.72K$9.85M
HNI CorporationHNI62.83K$2.54M
Paylocity Holding CorporationPCTY62.97K$6.58M
Donnelley Financial Solutions, Inc.DFIN62.97K$2.64M
JELD-WEN Holding, Inc.JELD63.01K$94.51K
Quantum Computing, Inc.QUBT63.04K$611.5K
Crown Holdings, Inc.CCK63.25K$7.07M