Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fidelity D & D Bancorp, Inc.FDBC41.25K$2.12M
New Jersey Resources CorporationNJR41.22K$2.31M
Evolus, Inc.EOLS41.08K$285.12K
Landstar System, Inc.LSTR41.08K$8.5M
Coherent, Inc.COHR41.03K$16.19M
GoDaddy Inc.GDDY40.89K$3.47M
Simmons First National CorporationSFNC40.89K$926.16K
Balchem CorpBCPC40.86K$6.9M
Natera, Inc.NTRA40.85K$11.09M
Tiptree Inc.TIPT40.84K$731.76K
Circle Internet GroupCRCL40.74K$2.55M
Crinetics Pharmaceuticals, Inc.CRNX40.48K$1.51M
AppFolio Inc.APPF40.3K$6.46M
Grindr Inc.GRND40.29K$578.95K
First BankFRBA40.27K$713.9K
Koppers Holdings Inc.KOP40.21K$1.81M
Corpay, Inc.CPAY40.02K$13.34M
Allegro MicroSystems, Inc.ALGM39.97K$2.78M
Genesco Inc.GCO39.96K$1.35M
ICICI Bank LimitedIBN39.96K$1.16M