Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
QCR Holdings, Inc.QCRH28.18K$2.74M
Lumentum Holdings Inc.LITE28.1K$24.11M
Blue Owl Technology Finance Corp.OTF27.96K$289.44K
SmartFinancial, Inc.SMBK27.9K$1.31M
Belden Inc.BDC27.84K$3.34M
World Kinect CorporationWKC27.84K$917.13K
Trip.com Group LimitedTCOM27.82K$1.11M
Ferrovial SEFER27.81K$1.91M
Stock Yards Bancorp, Inc.SYBT27.81K$2.13M
National Vision Holdings, Inc.EYE27.8K$528.44K
Aveanna Healthcare Holdings Inc.AVAH27.75K$237.85K
EyePoint Pharmaceuticals, Inc.EYPT27.74K$396.73K
PC Connection, Inc.CNXN27.66K$2.02M
Asbury Automotive Group, Inc.ABG27.58K$5.55M
Heritage Financial CorporationHFWA27.58K$816.89K
Huntington Ingalls Industries, Inc.HII27.56K$7.72M
South Bow CorporationSOBO27.51K$969.3K
California Water Service GroupCWT27.43K$1.33M
Tutor Perini CorporationTPC27.39K$2.27M
CDW CorporationCDW27.33K$3.84M