Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amneal Pharmaceuticals, Inc.AMRX72.43K$1.25M
Monarch Casino & Resort, Inc.MCRI72.45K$9.53M
First Watch Restaurant Group, Inc.FWRG72.49K$934.35K
The Sherwin-Williams CompanySHW72.52K$24.97M
Vanda Pharmaceuticals Inc.VNDA72.66K$444.66K
FormFactor, Inc.FORM72.67K$11.62M
Pagaya Technologies Ltd.PGY72.81K$1.33M
Universal CorporationUVV72.83K$3.8M
B&G Foods, Inc.BGS72.86K$289.97K
First Mid Bancshares, Inc.FMBH72.96K$3.51M
Atlantic Union Bankshares CorporationAUB73.15K$3.09M
Eos Energy Enterprises, Inc.EOSE73.47K$432.03K
Myriad Genetics, Inc.MYGN73.5K$419.71K
Main Street Capital CorporationMAIN73.52K$3.81M
Amalgamated Financial Corp.AMAL73.54K$3.38M
Clearway Energy, Inc.CWEN73.75K$2.52M
Valaris LimitedVAL74.05K$5.38M
Nextdecade CorpNEXT74.08K$558.54K
Seagate Technology Holdings plcSTX74.36K$71.76M
KB HomeKBH74.45K$4.66M