Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Quanterix CorporationQTRX18.54K$80.08K
NVE CorporationNVEC18.61K$1.95M
Elme CommunitiesELME18.7K$27.68K
First American Financial CorporationFAF18.75K$1.29M
AnaptysBio, Inc.ANAB18.77K$1.27M
Saul Centers, Inc.BFS18.79K$702.7K
Ulta Beauty, Inc.ULTA18.82K$8.49M
KBR, Inc.KBR18.83K$650.21K
ChoiceOne Financial Services, Inc.COFS18.83K$640.36K
Mobileye Global Inc.MBLY18.9K$182.99K
Costamare Bulkers Holdings LimitedCMDB18.96K$333.01K
Ashland Inc.ASH19.05K$1.26M
Kayne Anderson Energy Infrastructure Fund Inc.KYN19.05K$263.46K
Impinj, Inc.PI19.05K$2.73M
AAR Corp.AIR19.06K$2.72M
Sphere Entertainment Co.SPHR19.07K$3.3M
Universal Technical Institute, Inc.UTI19.09K$816.26K
Beam Therapeutics Inc.BEAM19.12K$656.13K
McGrath RentCorpMGRC19.15K$2.32M
HEICO CorporationHEI-A19.15K$4.94M