Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BHP Group Limited | BHP | 515.03K | $42.91M |
 Sasol Limited | SSL | 515.36K | $5.06M |
 Invitation Homes Inc. | INVH | 517.48K | $15.63M |
 SandRidge Energy, Inc. | SD | 519.02K | $7.11M |
 Woori Financial Group Inc. | WF | 519.25K | $29.81M |
 MiMedx Group, Inc. | MDXG | 520.96K | $2.01M |
 Shell plc | SHEL | 522.27K | $40.5M |
 Morgan Stanley | MS | 522.7K | $109.26M |
 Alight, Inc. | ALIT | 526.96K | $295.1K |
 Host Hotels & Resorts, Inc. | HST | 530.38K | $12.58M |
 Healthpeak Properties, Inc. | DOC | 531.28K | $11.37M |
 Xcel Energy Inc. | XEL | 534.31K | $42.91M |
 Evergy, Inc. | EVRG | 536.62K | $46.38M |
 QUALCOMM Incorporated | QCOM | 539.73K | $99.74M |
 Carrier Global Corporation | CARR | 542.32K | $39.78M |
 Wealthfront Corporation | WLTH | 544.42K | $4.87M |
 International Business Machines Corporation | IBM | 545.12K | $153.29M |
 Rocket Companies, Inc. | RKT | 546.08K | $8.6M |
 Blue Owl Capital Corporation | OBDC | 546.6K | $5.94M |
 Novartis AG | NVS | 546.66K | $85.67M |