Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aurora Innovation, Inc.AUR132.61K$904.4K
EverQuote, Inc.EVER132.64K$3.16M
GE HealthCare Technologies Inc.GEHC132.72K$8.5M
Victory Capital Holdings, Inc.VCTR132.94K$11.17M
Sonoco Products CompanySON133.11K$7.5M
Weyerhaeuser CompanyWY133.8K$3.2M
Fermi Inc. Common StockFRMI133.88K$1.23M
Rush Enterprises, Inc.RUSHA133.93K$9.77M
OceanFirst Financial Corp.OCFC134K$2.62M
Marsh & McLennan Companies, Inc.MRSH134.26K$22.38M
Kronos Worldwide, Inc.KRO134.36K$850.5K
Becton, Dickinson and CompanyBDX134.46K$20.35M
Cincinnati Financial CorporationCINF134.76K$24.95M
Cognex CorporationCGNX134.87K$9.77M
Super Micro Computer, Inc.SMCI135.08K$3.96M
Alkermes plcALKS135.16K$7.08M
HF Sinclair CorporationDINO135.66K$9.45M
Nasdaq, Inc.NDAQ136.28K$10.74M
Global Payments Inc.GPN136.32K$9.89M
Molson Coors Beverage CompanyTAP136.41K$5.31M