Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Zscaler, Inc. | ZS | 324.92K | $45.86M |
 Brown & Brown, Inc. | BRO | 327.63K | $21.02M |
 First Hawaiian, Inc. | FHB | 328.06K | $9.61M |
 Evolent Health, Inc. | EVH | 330.02K | $1.79M |
 Barrick Mining Corporation | B | 331.22K | $12.17M |
 CVS Health Corp. | CVS | 332.11K | $34.36M |
 Adient plc | ADNT | 332.74K | $6.12M |
 CEMEX, S.A.B. de C.V. | CX | 333.67K | $4M |
 Columbia Banking System, Inc. | COLB | 333.8K | $10.7M |
 Phillips 66 | PSX | 334.46K | $56.54M |
 Sirius XM Holdings Inc. | SIRI | 334.65K | $9.89M |
 Kinross Gold Corporation | KGC | 334.93K | $7.91M |
 CubeSmart | CUBE | 335.48K | $13.34M |
 D-Wave Quantum Inc. | QBTS | 336.15K | $8.06M |
 Salesforce, Inc. | CRM | 336.63K | $52.74M |
 BCE Inc. | BCE | 339.68K | $7.31M |
 Fortis Inc. | FTS | 340.31K | $19.48M |
 Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk | TLK | 342.71K | $4.6M |
 Suncor Energy Inc. | SU | 343.61K | $18.45M |
 Compass, Inc. | COMP | 343.82K | $4.24M |