Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dorian LPG Ltd.LPG46.02K$1.6M
Darden Restaurants, Inc.DRI45.92K$9.46M
Applied Industrial Technologies, Inc.AIT45.9K$15.52M
InvenTrust Properties Corp.IVT45.9K$1.62M
Carpenter Technology CorporationCRS45.66K$28.16M
Hawaiian Electric Industries, Inc.HE45.59K$616.79K
Editas Medicine, Inc.EDIT45.57K$147.65K
Covenant Logistics Group, Inc.CVLG45.5K$2.01M
Hexcel CorporationHXL45.48K$4.55M
Lindblad Expeditions Holdings, Inc.LIND45.45K$1.28M
Green Plains Inc.GPRE45.44K$698.88K
TA TALKSPACE INCTALK45.28K$235.44K
M/I Homes, Inc.MHO45.03K$7.24M
Ultra Clean Holdings, Inc.UCTT44.97K$6.41M
Apartment Investment and Management CompanyAIV44.92K$133.42K
REX American Resources CorporationREX44.9K$2.03M
Primis Financial CorpFRST44.82K$733.74K
Ardelyx, Inc.ARDX44.76K$228.28K
Myers Industries, Inc.MYE44.6K$1.57M
MaxLinear, Inc.MXL44.56K$5.71M