Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Grifols, S.A.GRFS19.26K$136.33K
Itron, Inc.ITRI19.28K$1.67M
BWX Technologies, Inc.BWXT19.35K$3.77M
ICU Medical, Inc.ICUI19.37K$2.84M
Enliven Therapeutics, Inc.ELVN19.39K$983.84K
Zillow Group, Inc. Class CZ19.46K$613.45K
Monolithic Power Systems, Inc.MPWR19.46K$26.9M
FTAI Infrastructure Inc.FIP19.58K$90.84K
International Money Express, Inc.IMXI19.64K$283.87K
BrightSpire Capital, Inc.BRSP19.65K$107.1K
Northwest Natural Holding CompanyNWN19.68K$965.53K
Vishay Precision Group, Inc.VPG19.68K$2.95M
First BancorpFBNC19.76K$1.26M
Procore Technologies, Inc.PCOR19.77K$802.94K
InterDigital, Inc.IDCC19.78K$5.6M
Atmus Filtration Technologies Inc.ATMU19.89K$1.01M
AAON, Inc.AAON19.93K$2.53M
Cullen/Frost Bankers, Inc.CFR19.94K$3.08M
AngloGold Ashanti plcAU19.97K$1.62M
The Brink's CompanyBCO20.02K$1.89M