Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
First Commonwealth Financial CorporationFCF15.16K$308.12K
Kanzhun LimitedBZ15.2K$195.65K
Ameresco, Inc.AMRC15.21K$419.89K
Sunoco LPSUN15.27K$1.03M
AdaptHealth Corp.AHCO15.27K$159.12K
Forum Energy Technologies, Inc.FET15.3K$768.77K
Apollo Commercial Real Estate Finance, Inc.ARI15.34K$163.77K
Medpace Holdings, Inc.MEDP15.39K$8.15M
Sunstone Hotel Investors, Inc.SHO15.4K$176.32K
Herc Holdings Inc.HRI15.4K$2.21M
Korea Electric Power CorporationKEP15.42K$186.61K
Aura Biosciences, Inc.AURA15.47K$109.85K
Civista Bancshares, Inc.CIVB15.48K$436.91K
Figure Technology Solutions, Inc. Class A Common StockFIGR15.55K$477.41K
TechTarget, Inc.TTGT15.6K$56.15K
Carlisle Companies IncorporatedCSL15.65K$5.68M
Jazz Pharmaceuticals plcJAZZ15.71K$3.79M
Oruka Therapeutics, Inc.ORKA15.74K$1.5M
Invesco Mortgage Capital Inc.IVR15.77K$124.54K
Materion CorporationMTRN15.81K$4.7M