Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merit Medical Systems, Inc.MMSI146.94K$10.19M
Mueller Industries, Inc.MLI147.12K$18.09M
Baker Hughes CompanyBKR147.63K$8.19M
Annaly Capital Management, Inc.NLY147.87K$3.31M
ADMA Biologics, Inc.ADMA148.52K$1.24M
AdvanSix Inc.ASIX148.89K$2.96M
The Goldman Sachs Group, Inc.GS149.07K$150.77M
A10 Networks, Inc.ATEN149.62K$5.59M
Amplitude, Inc.AMPL150.28K$1.15M
W. R. Berkley CorporationWRB150.39K$10.61M
Grid Dynamics Holdings, Inc.GDYN150.4K$854.29K
TriNet Group, Inc.TNET150.45K$7.45M
Atmos Energy CorporationATO150.53K$25.93M
IDEAYA Biosciences, Inc.IDYA150.58K$5.61M
Skyworks Solutions, Inc.SWKS151.8K$10.29M
CRH plcCRH152.13K$16.28M
PPG Industries, Inc.PPG152.44K$18.49M
Gentherm IncorporatedTHRM152.46K$5.2M
CenterPoint Energy, Inc.CNP152.52K$6.72M
International Flavors & Fragrances Inc.IFF152.58K$12.09M