Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CEVA, Inc.CEVA31.5K$1.49M
Primoris Services CorporationPRIM31.49K$3.12M
MongoDB, Inc.MDB31.48K$10.57M
American Coastal Insurance CorporationACIC31.44K$349.03K
Arcus Biosciences, Inc.RCUS31.34K$966.27K
Century Aluminum CompanyCENX31.31K$1.44M
Evercore Inc.EVR31.23K$10.66M
Walker & Dunlop, Inc.WD31.22K$1.71M
Hudson Pacific Properties, Inc.HPP31.13K$472.82K
Construction Partners, Inc.ROAD30.97K$3.68M
Oxford Industries, Inc.OXM30.97K$1.08M
Enphase Energy, Inc.ENPH30.93K$1.52M
Fluence Energy, Inc.FLNC30.86K$613.52K
Hamilton Insurance Group, Ltd.HG30.78K$1.04M
Atai Beckley Inc.ATAI30.78K$162.23K
Natural Grocers by Vitamin Cottage, Inc.NGVC30.77K$954.49K
CION Investment CorporationCION30.68K$191.13K
Enerpac Tool Group Corp.EPAC30.64K$1.1M
Clear Secure, Inc.YOU30.56K$1.7M
Albany International Corp.AIN30.52K$2.27M