Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AptarGroup, Inc.ATR34.81K$4.36M
Camden Property TrustCPT34.76K$3.98M
Morningstar, Inc.MORN34.7K$5.41M
DHT Holdings, Inc.DHT34.68K$573.33K
Pacira BioSciences, Inc.PCRX34.57K$876.99K
Anterix Inc.ATEX34.54K$3.56M
Lincoln National CorporationLNC34.49K$1.22M
Comfort Systems USA, Inc.FIX34.49K$68.35M
RBB BancorpRBB34.46K$944.78K
Axsome Therapeutics, Inc.AXSM34.45K$8.43M
MSC Income Fund, Inc.MSIF34.45K$398.59K
Five Below, Inc.FIVE34.42K$6.19M
Hallador Energy CompanyHNRG34.34K$597.09K
IMAX CorporationIMAX34.32K$1.37M
SITE Centers Corp.SITC34.2K$135.78K
ePlus inc.PLUS34.17K$2.84M
Griffon CorporationGFF34.07K$3.32M
Everest Group, Ltd.EG34.03K$12.16M
IREN LimitedIREN34.01K$1.56M
CAVA Group, Inc.CAVA33.89K$2.66M