Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bank of Montreal | BMO | 82.83K | $14.64M |
 Williams-Sonoma, Inc. | WSM | 82.83K | $19.31M |
 Ingles Markets, Incorporated | IMKTA | 82.83K | $7.34M |
 CACI International Inc | CACI | 82.93K | $38.42M |
 UDR, Inc. | UDR | 82.96K | $3.31M |
 Global Business Travel Group, Inc. | GBTG | 83.09K | $780.23K |
 Globe Life Inc. | GL | 83.21K | $14.87M |
 Axcelis Technologies, Inc. | ACLS | 83.48K | $15.81M |
 BioCryst Pharmaceuticals, Inc. | BCRX | 83.68K | $836.83K |
 Insperity, Inc. | NSP | 84.27K | $3.48M |
 Stanley Black & Decker, Inc. | SWK | 84.45K | $7.95M |
 Raymond James Financial, Inc. | RJF | 84.49K | $12.84M |
 Deckers Outdoor Corporation | DECK | 84.53K | $8.39M |
 Novavax, Inc. | NVAX | 84.58K | $796.74K |
 Denali Therapeutics Inc. | DNLI | 84.64K | $2.18M |
 Satellogic Inc. | SATL | 84.67K | $484.32K |
 NetEase, Inc. | NTES | 84.67K | $10.85M |
 ACI Worldwide, Inc. | ACIW | 84.89K | $4.27M |
 DoorDash, Inc. | DASH | 84.99K | $15.68M |
 CarMax, Inc. | KMX | 85.02K | $4.5M |