Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arbor Realty TrustABR63.36K$343.41K
Four Corners Property Trust, Inc.FCPT63.53K$1.56M
M&T Bank CorporationMTB63.55K$15.13M
Shoals Technologies Group, Inc.SHLS63.59K$629.51K
Southside Bancshares, Inc.SBSI63.69K$2.24M
National Fuel Gas CompanyNFG63.97K$4.94M
Camping World Holdings, Inc.CWH63.99K$488.21K
Aon plcAON64.02K$21.24M
Revolution Medicines, Inc.RVMD64.12K$12.01M
National Energy Services Reunited Corp.NESR64.15K$1.92M
Alignment Healthcare, Inc.ALHC64.53K$1.54M
Lyft, Inc.LYFT64.57K$943.36K
Kite Realty Group TrustKRG64.6K$1.83M
Tradeweb Markets Inc.TW64.9K$6.47M
PAR Technology CorporationPAR65.13K$1.13M
Wave Life Sciences Ltd.WVE65.13K$378.41K
Garrett Motion Inc.GTX65.17K$2.36M
Select Water Solutions, Inc.WTTR65.19K$1.3M
Hub Group, Inc.HUBG65.28K$2.86M
PowerFleet, Inc.AIOT65.34K$250.24K