Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Graham Holdings CompanyGHC5.45K$6.22M
Symbotic Inc.SYM5.46K$245.52K
Silicon Motion Technology CorporationSIMO5.59K$1.86M
Camtek Ltd.CAMT5.59K$912.06K
Burke & Herbert Financial Services Corp.BHRB5.6K$402.49K
IRadimed CorporationIRMD5.75K$549.09K
Sabine Royalty TrustSBR5.76K$421.32K
ServiceTitan, Inc.TTAN5.89K$416.5K
Stewart Information Services CorporationSTC5.9K$389.78K
NewMarket CorporationNEU6.03K$4.77M
National Presto Industries, Inc.NPK6.05K$755.81K
Fox CorporationFOX6.1K$285.88K
Trustmark CorporationTRMK6.12K$281.72K
Freedom Holding Corp.FRHC6.16K$803.43K
Karman Holdings Inc.KRMN6.16K$307.54K
Lennox International Inc.LII6.2K$3.55M
Strattec Security CorporationSTRT6.22K$506.61K
BankUnited, Inc.BKU6.23K$301.87K
Triumph Financial, Inc.TFIN6.23K$475.49K
Disc Medicine, Inc.IRON6.25K$457.42K