Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CarGurus, Inc.CARG89.05K$3.04M
Teradata CorporationTDC89.15K$3.09M
Keel Infrastructure Corp.KEEL89.23K$512.18K
AMC Global Media Inc.AMCX89.79K$896.13K
The Timken CompanyTKR89.83K$13.05M
MSC Industrial Direct Co., Inc.MSM89.89K$10.69M
Lamb Weston Holdings, Inc.LW90.11K$3.89M
FRP Holdings, Inc.FRPH90.47K$2.26M
West Pharmaceutical Services, Inc.WST90.52K$32.5M
Franklin Electric Co., Inc.FELE90.52K$9.7M
DT Midstream, Inc.DTM90.52K$13.28M
H World Group LimitedHTHT90.55K$3.78M
ServisFirst Bancshares, Inc.SFBS90.56K$7.86M
Stitch Fix, Inc.SFIX90.63K$372.5K
Moderna, Inc.MRNA90.67K$6.35M
Goldman Sachs BDC, Inc.GSBD90.76K$860.37K
Cadence Design Systems, Inc.CDNS90.76K$34.06M
Cogent Biosciences, Inc.COGT90.9K$3.52M
Loews CorporationL90.94K$10.3M
Cohu, Inc.COHU91.31K$6.75M