Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Charles Schwab Corporation | SCHW | 746.57K | $68.89M |
 F.N.B. Corporation | FNB | 766.35K | $14.62M |
 Patterson-UTI Energy, Inc. | PTEN | 769.11K | $7.06M |
 Advanced Micro Devices, Inc. | AMD | 769.53K | $447.03M |
 NIKE, Inc. | NKE | 798.15K | $32.76M |
 Gerdau S.A. | GGB | 809.55K | $3.27M |
 The Walt Disney Company | DIS | 811.06K | $78.06M |
 Kinder Morgan, Inc. | KMI | 813.41K | $26M |
 Valley National Bancorp | VLY | 816.08K | $11.96M |
 PepsiCo, Inc. | PEP | 827.63K | $112.06M |
 Nomura Holdings, Inc. | NMR | 828K | $7.27M |
 U.S. Bancorp | USB | 834.71K | $50.42M |
 Nokia Oyj | NOK | 848.61K | $11.27M |
 Permian Resources Corporation | PR | 853.83K | $15.72M |
 CSX Corporation | CSX | 863.85K | $41.06M |
 The Real Brokerage Inc. | REAX | 868.48K | $1.58M |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 883.66K | $20.84M |
 Brookfield Corporation | BN | 885.99K | $37.73M |
 Conagra Brands, Inc. | CAG | 886.18K | $11.93M |
 Bristol-Myers Squibb Company | BMY | 887.03K | $51.11M |