Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RXO, Inc. | RXO | 39.77K | $1.1M |
 EnerSys | ENS | 39.87K | $9.32M |
 UMH Properties, Inc. | UMH | 39.88K | $603.8K |
 Cerence Inc. | CRNC | 39.9K | $451.61K |
 XPeng Inc. | XPEV | 39.95K | $528.88K |
 ICICI Bank Limited | IBN | 39.96K | $1.16M |
 Genesco Inc. | GCO | 39.96K | $1.35M |
 Allegro MicroSystems, Inc. | ALGM | 39.97K | $2.78M |
 Corpay, Inc. | CPAY | 40.02K | $13.34M |
 Koppers Holdings Inc. | KOP | 40.21K | $1.81M |
 First Bank | FRBA | 40.27K | $713.9K |
 Grindr Inc. | GRND | 40.29K | $578.95K |
 AppFolio Inc. | APPF | 40.3K | $6.46M |
 Crinetics Pharmaceuticals, Inc. | CRNX | 40.48K | $1.51M |
 Circle Internet Group | CRCL | 40.74K | $2.55M |
 Tiptree Inc. | TIPT | 40.84K | $731.76K |
 Natera, Inc. | NTRA | 40.85K | $11.09M |
 Balchem Corp | BCPC | 40.86K | $6.9M |
 Simmons First National Corporation | SFNC | 40.89K | $926.16K |
 GoDaddy Inc. | GDDY | 40.89K | $3.47M |