Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Curbline Properties Corp.CURB11.56K$351.58K
SailPoint, Inc.SAIL11.58K$169.52K
Zenas BioPharma, Inc.ZBIO11.72K$297.53K
CeriBell, Inc.CBLL11.73K$228.09K
loanDepot, Inc.LDI11.73K$14.66K
Installed Building Products, Inc.IBP11.73K$2.7M
City Holding CompanyCHCO11.77K$1.56M
The Vita Coco Company, Inc.COCO11.77K$778.73K
NIQ Global Intelligence PlcNIQ11.78K$110.15K
Outset Medical, Inc.OM11.79K$50.95K
Agilon Health, Inc.AGL11.88K$1.27M
Flotek Industries, Inc.FTK11.94K$280.83K
Acushnet Holdings Corp.GOLF11.95K$1.42M
Liberty Media CorporationFWONK11.95K$1.14M
Zebra Technologies CorporationZBRA11.98K$3.15M
Home Bancorp, Inc.HBCP11.98K$821.02K
BETA Technologies, Inc.BETA12.01K$201.12K
CVR Energy, Inc.CVI12.01K$330.78K
Sonic Automotive, Inc.SAH12.01K$1.02M
The Marcus CorporationMCS12.03K$282.2K