Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Graham Corporation | GHM | 20.82K | $2.58M |
 Indivior Pharmaceuticals Inc | INDV | 20.82K | $854.41K |
 RLJ Lodging Trust | RLJ | 20.83K | $246.88K |
 Northrim BanCorp, Inc. | NRIM | 20.86K | $578.67K |
 Harrow Health, Inc. | HROW | 20.86K | $886.05K |
 Spire Inc. | SR | 20.93K | $1.63M |
 Fox Factory Holding Corp. | FOXF | 20.95K | $354.91K |
 TransMedics Group, Inc. | TMDX | 20.95K | $1.39M |
 Urban Edge Properties | UE | 20.99K | $480.23K |
 Driven Brands Holdings Inc. | DRVN | 21.05K | $293.45K |
 Malibu Boats, Inc. | MBUU | 21.06K | $577.62K |
 Alpha and Omega Semiconductor Limited | AOSL | 21.11K | $998.99K |
 Workiva Inc. | WK | 21.24K | $1.03M |
 Lincoln Electric Holdings, Inc. | LECO | 21.25K | $5.64M |
 NBT Bancorp Inc. | NBTB | 21.26K | $1.05M |
 Tenet Healthcare Corporation | THC | 21.27K | $3.98M |
 Surgery Partners, Inc. | SGRY | 21.29K | $357.62K |
 Prime Medicine, Inc. | PRME | 21.3K | $78.58K |
 Crocs, Inc. | CROX | 21.34K | $2.57M |
 W.W. Grainger, Inc. | GWW | 21.37K | $29.07M |