Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Digimarc Corp.DMRC33.83K$278.12K
Luxfer Holdings PLCLXFR33.85K$610.73K
Dynex Capital, Inc.DX33.86K$443.9K
HEICO CorporationHEI33.87K$12.06M
Matson, Inc.MATX33.89K$6.51M
CAVA Group, Inc.CAVA33.89K$2.66M
IREN LimitedIREN34.01K$1.56M
Everest Group, Ltd.EG34.03K$12.16M
Griffon CorporationGFF34.07K$3.32M
ePlus inc.PLUS34.17K$2.84M
SITE Centers Corp.SITC34.2K$135.78K
IMAX CorporationIMAX34.32K$1.37M
Hallador Energy CompanyHNRG34.34K$597.09K
Five Below, Inc.FIVE34.42K$6.19M
MSC Income Fund, Inc.MSIF34.45K$398.59K
Axsome Therapeutics, Inc.AXSM34.45K$8.43M
RBB BancorpRBB34.46K$944.78K
Comfort Systems USA, Inc.FIX34.49K$68.35M
Lincoln National CorporationLNC34.49K$1.22M
Anterix Inc.ATEX34.54K$3.56M