Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Clorox CompanyCLX58.08K$5.54M
PriceSmart, Inc.PSMT58.06K$11.34M
Molina Healthcare, Inc.MOH58.05K$13.28M
Advanced Energy Industries, Inc.AEIS57.91K$21.59M
Webull Corporation Class A Ordinary SharesBULL57.89K$377.42K
Eastman Kodak CompanyKODK57.85K$535.11K
Hamilton Lane IncorporatedHLNE57.71K$4.55M
Minerals Technologies Inc.MTX57.67K$4.27M
MP Materials Corp.MP57.62K$3.23M
Trevi Therapeutics, Inc.TRVI57.58K$1.07M
TC Energy CorporationTRP57.43K$3.81M
The Buckle, Inc.BKE57.41K$2.42M
Immunovant, Inc.IMVT57.33K$2.21M
Coinbase Global, Inc.COIN57.32K$8.38M
GCM Grosvenor Inc.GCMG57.31K$704.9K
HCI Group, Inc.HCI57.23K$10.03M
PubMatic, Inc.PUBM57.14K$749.72K
Republic Services, Inc.RSG57.02K$12.15M
Camden National Corp.CAC56.99K$3.09M
IDEX CorporationIEX56.9K$12.91M