Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Solid Power, Inc.SLDP22.06K$57.14K
Nu Skin Enterprises, Inc.NUS22.1K$116.69K
Arrow Financial CorporationAROW22.1K$905.99K
Vicor CorporationVICR22.14K$8.41M
Alnylam Pharmaceuticals, Inc.ALNY22.17K$6.67M
SiteOne Landscape Supply, Inc.SITE22.17K$2.54M
MSCI Inc.MSCI22.18K$12.42M
Farmers & Merchants Bancorp, Inc.FMAO22.18K$678.42K
Cognition Therapeutics, Inc.CGTX22.2K$25.53K
Theravance Biopharma IncTBPH22.23K$377.94K
Tennant CompanyTNC22.27K$1.95M
Somnigroup International IncSGI22.31K$1.75M
Bicara Therapeutics Inc. Common StockBCAX22.33K$662.89K
Redwood Trust, Inc.RWT22.33K$105.85K
The Carlyle Group Inc.CG22.33K$940.45K
Jumia Technologies AGJMIA22.34K$157.47K
Regal Rexnord CorporationRRX22.35K$5.32M
Ferrari N.V.RACE22.36K$8.32M
Criteo S.A.CRTO22.39K$409.38K
MYR Group Inc.MYRG22.4K$11.21M