Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Pegasystems Inc.PEGA96.18K$2.88M
Phillips Edison & Co.PECO96.28K$4.01M
Carter Bankshares, Inc.CARE96.46K$3.28M
AC AVALONBAY CMNTYS INCAVB96.56K$18.22M
Progyny, Inc.PGNY96.67K$2.79M
Diageo plcDEO97.28K$7.82M
ADTRAN Holdings Inc.ADTN97.56K$1.36M
Sea LimitedSE97.7K$9.36M
Baidu, Inc.BIDU97.87K$11.19M
Arthur J. Gallagher & Co.AJG98.09K$22.52M
Rubrik, Inc.RBRK98.09K$7.87M
Tapestry, Inc.TPR98.12K$14.36M
Coupang, Inc.CPNG98.65K$1.71M
Clover Health Investments, Corp.CLOV98.69K$517.11K
Cameco CorporationCCJ98.77K$10.06M
Integra LifeSciences Holdings CorporationIART98.77K$1.77M
Redwire CorpRDW99.14K$1.21M
Ingredion IncorporatedINGR99.31K$9.41M
Hope Bancorp, Inc.HOPE99.41K$1.36M
Helix Energy Solutions Group, Inc.HLX99.47K$869.39K