Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Allegiant Travel CompanyALGT44.53K$5.24M
Applied Optoelectronics, Inc.AAOI44.51K$6.59M
Motorola Solutions, Inc.MSI44.46K$18.46M
American Healthcare REIT, Inc.AHR44.39K$2.31M
Stoke Therapeutics, Inc.STOK44.37K$1.45M
Green Brick Partners, Inc.GRBK44.34K$3.55M
American States Water CompanyAWR44.24K$3.66M
Janux Therapeutics, Inc.JANX44.23K$679.4K
Modine Manufacturing CompanyMOD44.14K$11.79M
Flowserve CorporationFLS44.1K$3.27M
Okta, Inc.OKTA43.95K$6M
Amerant Bancorp Inc.AMTB43.9K$1.12M
ACADIA Pharmaceuticals Inc.ACAD43.86K$1.11M
Westrock Coffee Company, LLCWEST43.79K$355.11K
BrightView Holdings, Inc.BV43.74K$619.84K
Option Care Health, Inc.OPCH43.66K$915.65K
Expedia Group, Inc.EXPE43.66K$11.17M
Arm Holdings plc American Depositary SharesARM43.63K$15.47M
TD Synnex CorpSNX43.58K$11.65M
IDEXX Laboratories, Inc.IDXX43.51K$22.91M