Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Charter Communications, Inc.CHTR56.88K$8.09M
IQVIA Holdings Inc.IQV56.86K$10.99M
Shenandoah Telecommunications CompanySHEN56.81K$856.71K
Brinker International, Inc.EAT56.75K$9.53M
Enovix CorporationENVX56.72K$344.31K
Science Applications International CorporationSAIC56.43K$6.23M
California Resources CorpCRC56.39K$2.98M
BNY Mellon Strategic Municipals, Inc.LEO56.38K$364.21K
ITT Inc.ITT56.23K$11.12M
PJT Partners Inc.PJT56.22K$8.49M
Protagonist Therapeutics, Inc.PTGX56.19K$6.89M
TPG Inc.TPG56.04K$2.27M
Quantum-Si incorporatedQSI55.88K$49.46K
Midland States Bancorp, Inc.MSBI55.88K$1.74M
ASP Isotopes Inc. Common StockASPI55.78K$346.95K
PTC Therapeutics, Inc.PTCT55.71K$4.54M
John Wiley & Sons, Inc.WLY55.37K$2.69M
Vontier CorporationVNT55.24K$1.6M
Sunbelt Rentals Holdings IncSUNB55.01K$4.12M
Celsius Holdings, Inc.CELH54.87K$1.61M