Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Weatherford International plcWFRD23.25K$1.89M
Omeros CorporationOMER23.28K$221.41K
United Rentals, Inc.URI23.3K$26.4M
Worthington Industries, Inc.WOR23.31K$1.25M
FirstService CorporationFSV23.32K$3.31M
AeroVironment, Inc.AVAV23.35K$3.85M
Tactile Systems Technology, Inc.TCMD23.38K$696.32K
Casella Waste Systems, Inc.CWST23.39K$2.27M
Lemonade, Inc.LMND23.4K$1.52M
Wix.com Ltd.WIX23.41K$1.06M
First Business Financial Services, Inc.FBIZ23.41K$1.48M
Syndax Pharmaceuticals, Inc.SNDX23.41K$511.85K
Silicon Laboratories Inc.SLAB23.43K$5.12M
Champion Homes, Inc.SKY23.44K$2.07M
Eledon Pharmaceuticals, Inc.ELDN23.46K$92.43K
Assurant, Inc.AIZ23.55K$6.32M
ClearPoint Neuro, Inc.CLPT23.58K$420.74K
NICE Ltd.NICE23.58K$2.14M
ZTO Express (Cayman) Inc.ZTO23.6K$528.12K
Financial Institutions, Inc.FISI23.63K$920.89K