Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Conduent IncorporatedCNDT52.2K$76.21K
Netskope, Inc. Class A Common StockNTSK52.17K$570.79K
Aurinia Pharmaceuticals Inc.AUPH52.16K$885.11K
Builders FirstSource, Inc.BLDR52.14K$4.67M
Verisk Analytics, Inc.VRSK52.12K$9.36M
Jbs N.V.JBS52.08K$617.18K
The GEO Group, Inc.GEO52.05K$1.54M
Essential Properties Realty Trust, Inc.EPRT52.05K$1.55M
Intellia Therapeutics, Inc.NTLA52.02K$880.18K
BrightSpring Health Services, Inc. Common StockBTSG51.96K$3.62M
Sweetgreen, Inc.SG51.9K$457.23K
Elevance Health Inc.ELV51.89K$20.07M
LivaNova PLCLIVN51.88K$4.27M
Quanex Building Products CorporationNX51.85K$965.52K
Carter's Inc.CRI51.84K$2.13M
Mercury Systems, Inc.MRCY51.77K$6.33M
Signet Jewelers LimitedSIG51.75K$4.46M
Moody's CorporationMCO51.57K$23.36M
CNB Financial CorporationCCNE51.56K$1.74M
Thomson Reuters CorporationTRI51.56K$4.21M