Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lennar CorporationLEN-B9.5K$842.95K
iRhythm Technologies, Inc.IRTC9.57K$1.14M
PennyMac Financial Services, Inc.PFSI9.62K$837.56K
Tortoise Energy Infrastructure CorporationTYG9.64K$413.27K
SL Green Realty Corp.SLG9.67K$500.77K
Vera Therapeutics, Inc.VERA9.71K$416.79K
Dorchester Minerals, L.P.DMLP9.81K$247.8K
Erie Indemnity CompanyERIE9.86K$2.36M
Ligand Pharmaceuticals IncorporatedLGND9.98K$3.15M
Precision Drilling CorporationPDS10K$766.75K
ArriVent BioPharma, Inc.AVBP10.01K$347.85K
Venture Global, Inc.VG10.1K$112.37K
Warner Music Group Corp.WMG10.12K$273.87K
United Parks & Resorts Inc.PRKS10.25K$489.53K
Cognyte Software Ltd.CGNT10.26K$90.08K
Chesapeake Utilities CorporationCPK10.27K$1.26M
Clean Harbors, Inc.CLH10.27K$3.07M
Elbit Systems Ltd.ESLT10.27K$7.8M
Ducommun IncorporatedDCO10.28K$1.9M
BlueLinx Holdings Inc.BXC10.32K$638.54K