Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Penumbra, Inc.PEN3.45K$1.09M
Peoples Financial Services Corp.PFIS3.51K$232.83K
Innovative Industrial Properties, Inc.IIPR3.51K$217.52K
Hingham Institution for SavingsHIFS3.52K$1.08M
Lakeland Financial CorporationLKFN3.66K$226.02K
Centrus Energy Corp.LEU3.69K$619.27K
White Mountains Insurance Group, Ltd.WTM3.86K$8.01M
Ubiquiti Inc.UI3.97K$2.12M
ICON Public Limited CompanyICLR4.02K$698.81K
NVR, Inc.NVR4.05K$27.59M
Golar LNG LimitedGLNG4.08K$203.3K
Freshpet, Inc.FRPT4.09K$241.97K
Talen Energy CorporationTLN4.1K$1.58M
Palvella Therapeutics, Inc.PVLA4.13K$630.69K
Kura Sushi USA, Inc.KRUS4.15K$238.93K
Post Holdings, Inc.POST4.19K$369.72K
Cheniere Energy Partners, L.P.CQP4.19K$255.38K
Independent Bank Corp.INDB4.2K$351.94K
Credicorp Ltd.BAP4.24K$1.65M
Willdan Group, Inc.WLDN4.26K$336.65K