Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Public Service Enterprise Group IncorporatedPEG212.04K$17.21M
WEC Energy Group, Inc.WEC212.54K$24.82M
Ethan Allen Interiors Inc.ETD212.87K$4.76M
Companhia Energética de Minas GeraisCIG213.18K$447.68K
Mid-America Apartment Communities, Inc.MAA213.45K$29.66M
Zeta Global Holdings Corp.ZETA215.08K$4.23M
Chubb LimitedCB215.33K$73.37M
Airbnb, Inc.ABNB216.19K$30.94M
MINISO Group Holding LimitedMNSO217.57K$2.62M
Altimmune, Inc.ALT218.28K$663.57K
Marex Group LimitedMRX220.29K$13.43M
Newmark Group, Inc.NMRK220.76K$3.34M
Unity Software Inc.U221.8K$6.34M
Riot Platforms, Inc.RIOT222.06K$6.08M
Associated Banc-CorpASB222.35K$6.84M
Fortive CorporationFTV224.02K$13.69M
Anheuser-Busch InBev SA/NVBUD224.06K$18.46M
Peloton Interactive, Inc.PTON224.6K$1.33M
Service Properties TrustSVC224.94K$380.15K
Rocket Lab USA, Inc.RKLB225.12K$22.88M