Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ZipRecruiter, Inc.ZIP85.03K$318.85K
EVERTEC, Inc.EVTC85.42K$2.37M
Lantheus Holdings, Inc.LNTH85.57K$9.49M
NCR Voyix CorporationVYX85.61K$699.4K
Interactive Brokers Group, Inc.IBKR85.81K$7.47M
Univest Financial CorporationUVSP85.82K$3.75M
Unisys CorporationUIS85.88K$314.31K
SPS Commerce, Inc.SPSC85.93K$4.91M
American Water Works Company, Inc.AWK86.06K$11.32M
Darling Ingredients Inc.DAR86.12K$4.7M
AMETEK, Inc.AME86.22K$20.86M
Strategy IncMSTR86.28K$7.5M
Air Products and Chemicals, Inc.APD86.34K$25.31M
John B. Sanfilippo & Son, Inc.JBSS86.37K$7.43M
Mativ Holdings, Inc.MATV86.38K$653.93K
Cullinan Therapeutics, Inc.CGEM86.46K$1.57M
Mueller Water Products, Inc.MWA86.61K$2.24M
Healthcare Services Group, Inc.HCSG86.62K$2.13M
Magnite, Inc.MGNI86.65K$1.64M
Farmers National Banc Corp.FMNB86.71K$1.27M