Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Celcuity Inc.CELC30.47K$3.19M
Public StoragePSA30.47K$9.7M
Advanced Drainage Systems, Inc.WMS30.48K$4.78M
Appian CorporationAPPN30.49K$698.17K
Viper Energy, Inc.VNOM30.5K$1.29M
Albany International Corp.AIN30.52K$2.27M
Clear Secure, Inc.YOU30.56K$1.7M
Enerpac Tool Group Corp.EPAC30.64K$1.1M
CION Investment CorporationCION30.68K$191.13K
Natural Grocers by Vitamin Cottage, Inc.NGVC30.77K$954.49K
Hamilton Insurance Group, Ltd.HG30.78K$1.04M
Atai Beckley Inc.ATAI30.78K$162.23K
Fluence Energy, Inc.FLNC30.86K$613.52K
Enphase Energy, Inc.ENPH30.93K$1.52M
Oxford Industries, Inc.OXM30.97K$1.08M
Construction Partners, Inc.ROAD30.97K$3.68M
Hudson Pacific Properties, Inc.HPP31.13K$472.82K
Walker & Dunlop, Inc.WD31.22K$1.71M
Evercore Inc.EVR31.23K$10.66M
Century Aluminum CompanyCENX31.31K$1.44M