Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bloom Energy CorporationBE203.03K$61.46M
La-Z-Boy IncorporatedLZB203.23K$8.15M
Otis Worldwide CorporationOTIS203.4K$14.56M
Unum GroupUNM204.09K$18.25M
Amer Sports, Inc.AS204.73K$6.93M
LKQ CorporationLKQ206.59K$5.44M
Aclaris Therapeutics, Inc.ACRS206.65K$1.09M
OGE Energy Corp.OGE207.5K$10.1M
Pinnacle West Capital CorporationPNW207.79K$22.23M
Under Armour, Inc.UAA208.35K$1.33M
Eastman Chemical CompanyEMN208.94K$13.99M
Yext, Inc.YEXT209.22K$977.07K
Prudential plcPUK209.48K$5.62M
T-Mobile US, Inc.TMUS209.49K$35.14M
Liberty Energy Inc.LBRT209.76K$5.49M
Canadian Pacific Kansas City Ltd.CP209.95K$18.19M
Perrigo Company plcPRGO210.17K$2.18M
Atlassian CorporationTEAM211.31K$16.44M
Remitly Global, Inc.RELY211.45K$4.74M
Booking Holdings Inc.BKNG211.76K$37.74M