Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The AES CorporationAES348.31K$5.11M
McCormick & Company, IncorporatedMKC348.55K$17.57M
UnitedHealth Group IncorporatedUNH349.81K$145.39M
DXC Technology CompanyDXC350.24K$3.1M
General Motors CompanyGM351.31K$27.08M
W&T Offshore, Inc.WTI351.49K$1.11M
Corning IncGLW353.55K$90.31M
United Parcel Service, Inc.UPS355.91K$38.26M
Vale S.A.VALE355.93K$5.35M
Sysco CorporationSYY357.73K$29.9M
BP p.l.c.BP359.69K$13.29M
Viemed Healthcare, Inc.VMD360.36K$4.11M
GE AerospaceGE360.73K$134.81M
Occidental Petroleum CorporationOXY361.11K$17.54M
Commerce Bancshares, Inc.CBSH363.02K$20.96M
Deutsche Bank AGDB363.74K$12.28M
Lionsgate Studios Corp.LION364.37K$5.58M
Alliant Energy CorporationLNT365.75K$27.9M
Macy's, Inc.M367.41K$8.65M
Petróleo Brasileiro S.A. - PetrobrasPBR368.66K$5.96M