Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Box, Inc.BOX165.73K$4.4M
Brookfield Asset Management Ltd.BAM165.81K$7.44M
AvePoint, Inc.AVPT166.29K$1.86M
Zoom Communications, Inc.ZM166.78K$14.4M
Grupo Cibest S.A.CIB167.63K$13.31M
Janus International Group, Inc.JBI167.8K$931.31K
Marriott International, Inc.MAR167.93K$62.23M
Vornado Realty TrustVNO168.05K$6.6M
Kimball Electronics, Inc.KE168.97K$4.33M
W. P. Carey Inc.WPC169.98K$12.15M
Antero Midstream CorporationAM170.22K$3.87M
Nutanix, Inc.NTNX170.44K$8.69M
Five9, Inc.FIVN170.62K$3.64M
Organon & Co.OGN171.05K$2.32M
Honeywell International Inc.HON171.26K$38.35M
Planet Labs PBCPL171.37K$5.68M
Varonis Systems, Inc.VRNS171.56K$7.2M
Bit Digital, Inc.BTBT171.81K$309.25K
Match Group, Inc.MTCH171.82K$6.54M
Marathon Petroleum CorporationMPC172.83K$44.19M