Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DeFi Technologies Inc. | DEFT | 17K | $8.74K |
 Powell Industries, Inc. | POWL | 17.01K | $4.87M |
 Sezzle Inc. | SEZL | 17.02K | $2.92M |
 Zeo Energy Corp. | ZEO | 17.11K | $11.3K |
 Shake Shack Inc. | SHAK | 17.11K | $958.33K |
 Alkami Technology, Inc. | ALKT | 17.13K | $310.44K |
 Red Violet, Inc. | RDVT | 17.16K | $1.09M |
 Allison Transmission Holdings, Inc. | ALSN | 17.22K | $1.94M |
 PureCycle Technologies, Inc. | PCT | 17.28K | $140.12K |
 WSFS Financial Corporation | WSFS | 17.29K | $1.33M |
 Marker Therapeutics, Inc. | MRKR | 17.31K | $25.45K |
 Quaker Houghton | KWR | 17.38K | $2.76M |
 Ormat Technologies, Inc. | ORA | 17.39K | $1.89M |
 The Gorman-Rupp Company | GRC | 17.42K | $1.6M |
 TransUnion | TRU | 17.46K | $1.26M |
 Loar Holdings Inc. | LOAR | 17.55K | $1.42M |
 Curtiss-Wright Corporation | CW | 17.59K | $13.33M |
 Cardiol Therapeutics Inc. | CRDL | 17.61K | $18.67K |
 StepStone Group Inc. | STEP | 17.61K | $728.56K |
 Seacoast Banking Corporation of Florida | SBCF | 17.62K | $585.8K |