Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Climb Global Solutions, Inc.CLMB12.04K$279.54K
Primerica, Inc.PRI12.05K$3.42M
Limbach Holdings, Inc.LMB12.05K$927.93K
American Superconductor CorporationAMSC12.17K$505.14K
Jade Biosciences, Inc.JBIO12.2K$271.02K
Republic Bancorp, Inc.RBCAA12.2K$1.1M
Black Stone Minerals, L.P.BSM12.21K$170.64K
Distribution Solutions Group, Inc.DSGR12.25K$335.04K
GXO Logistics, Inc.GXO12.27K$622.14K
Concentrix CorporationCNXC12.28K$275.16K
Bandwidth Inc.BAND12.32K$779.79K
The Boston Beer Company, Inc.SAM12.35K$2.19M
Capital Southwest CorporationCSWC12.35K$293.61K
Central Garden & Pet CompanyCENTA12.37K$479.51K
Proto Labs, Inc.PRLB12.37K$1.01M
HBT Financial, Inc.HBT12.38K$395.89K
CBL & Associates Properties, Inc.CBL12.38K$657.06K
RBC Bearings IncorporatedRBC12.4K$7.98M
WESCO International, Inc.WCC12.41K$4.29M
GigaCloud Technology Inc.GCT12.49K$394.75K