Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mattel, Inc.MAT60.98K$846.38K
Trump Media & Technology Group Corp.DJT60.83K$470.85K
Brookfield Infrastructure Partners L.P.BIP60.81K$2.22M
Donaldson Company, Inc.DCI60.75K$5.45M
Twilio Inc.TWLO60.73K$12.53M
Avient CorporationAVNT60.72K$2.24M
Corebridge Financial, Inc.CRBG60.69K$1.74M
Sana Biotechnology, Inc.SANA60.65K$211.66K
Henry Schein, Inc.HSIC60.63K$5.06M
Roku, Inc.ROKU60.57K$8.37M
FactSet Research Systems Inc.FDS60.4K$13.9M
ONE Gas, Inc.OGS60.13K$4.63M
Concentra Group Holdings Parent, Inc.CON59.95K$1.78M
Warrior Met Coal, Inc.HCC59.89K$4.86M
Emergent BioSolutions Inc.EBS59.85K$501.52K
ASML Holding N.V.ASML59.8K$118.96M
Anavex Life Sciences Corp.AVXL59.78K$154.83K
Sandisk CorporationSNDK59.62K$135.55M
Banc of California, Inc.BANC59.62K$1.22M
Plains All American Pipeline, L.P.PAA59.43K$1.32M