Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Standex International Corporation | SXI | 4.42K | $1.58M |
 Mettler-Toledo International Inc. | MTD | 4.44K | $5.67M |
 Merchants Bancorp | MBIN | 4.46K | $223.25K |
 Nova Ltd. | NVMI | 4.47K | $2.43M |
 Bankwell Financial Group, Inc. | BWFG | 4.52K | $265.49K |
 AutoZone, Inc. | AZO | 4.59K | $14.66M |
 Agilysys, Inc. | AGYS | 4.72K | $493.14K |
 China Yuchai International Limited | CYD | 4.76K | $225.81K |
 Axos Financial, Inc. | AX | 4.78K | $465.13K |
 Federal Agricultural Mortgage | AGM | 4.87K | $970.62K |
 ASA Gold and Precious Metals Limited | ASA | 4.91K | $255.24K |
 TrustCo Bank Corp NY | TRST | 4.92K | $270.46K |
 GeneDx Holdings Corp. | WGS | 4.97K | $341.37K |
 Banner Corporation | BANR | 5.11K | $339.24K |
 Teekay Tankers Ltd. | TNK | 5.2K | $337.45K |
 Xometry, Inc. | XMTR | 5.21K | $502.87K |
 Root, Inc. | ROOT | 5.25K | $293.8K |
 Infleqtion Inc | INFQ | 5.28K | $70.38K |
 Plumas Bancorp | PLBC | 5.37K | $313.94K |
 Northeast Bank | NBN | 5.4K | $715.53K |