Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Southside Bancshares, Inc.SBSI63.69K$2.24M
Shoals Technologies Group, Inc.SHLS63.59K$629.51K
M&T Bank CorporationMTB63.55K$15.13M
Four Corners Property Trust, Inc.FCPT63.53K$1.56M
Arbor Realty TrustABR63.36K$343.41K
Crown Holdings, Inc.CCK63.25K$7.07M
Quantum Computing, Inc.QUBT63.04K$611.5K
JELD-WEN Holding, Inc.JELD63.01K$94.51K
Donnelley Financial Solutions, Inc.DFIN62.97K$2.64M
Paylocity Holding CorporationPCTY62.97K$6.58M
HNI CorporationHNI62.83K$2.54M
DigitalOcean Holdings, Inc.DOCN62.72K$9.85M
Cryoport, Inc.CYRX62.7K$984.41K
Life Time Group Holdings, Inc.LTH62.69K$2.56M
Prothena Corporation plcPRTA62.62K$613.05K
Cytek Biosciences, Inc.CTKB62.55K$277.12K
ConnectOne Bancorp, Inc.CNOB62.55K$2.09M
Equity LifeStyle Properties, Inc.ELS62.52K$4.03M
Sarepta Therapeutics, Inc.SRPT62.36K$1.12M
Penguin Solutions, Inc.PENG62.26K$4.73M