Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gladstone Land Corporation | LAND | 26.32K | $224.53K |
 Summit Hotel Properties, Inc. | INN | 26.36K | $184.76K |
 Badger Meter, Inc. | BMI | 26.38K | $3.91M |
 Tri-Continental Corporation | TY | 26.38K | $908.11K |
 International Bancshares Corporation | IBOC | 26.4K | $2.01M |
 Ponce Financial Group, Inc. | PDLB | 26.43K | $527.07K |
 PACS Group, Inc. | PACS | 26.47K | $1.13M |
 Xerox Holdings Corporation | XRX | 26.49K | $82.91K |
 Virtus Investment Partners, Inc. | VRTS | 26.63K | $3.82M |
 Omada Health | OMDA | 26.64K | $584.86K |
 Cass Information Systems, Inc. | CASS | 26.69K | $1.37M |
 Assured Guaranty Ltd. | AGO | 26.7K | $2.14M |
 Kirby Corporation | KEX | 26.71K | $3.63M |
 Target Hospitality Corp. | TH | 26.77K | $545.12K |
 Calix, Inc. | CALX | 26.78K | $999.5K |
 HDFC Bank Limited | HDB | 26.83K | $693.03K |
 Franklin BSP Realty Trust, Inc. | FBRT | 26.86K | $218.63K |
 Marriott Vacations Worldwide Corporation | VAC | 26.93K | $2.74M |
 Under Armour, Inc. | UA | 26.95K | $167.6K |
 Harmonic Inc. | HLIT | 27K | $441K |