Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ARS Pharmaceuticals, Inc.SPRY24.32K$194.81K
Goosehead Insurance, IncGSHD24.23K$1.18M
CAE Inc.CAE24.18K$605.93K
DiaMedica Therapeutics Inc.DMAC24.14K$169.95K
EVgo, Inc.EVGO24.14K$46.1K
Revvity, Inc.RVTY24.08K$2.68M
Grupo Televisa, S.A.B.TV24.08K$65.25K
Hyliion Holdings Corp.HYLN24.08K$125.44K
United Natural Foods, Inc.UNFI24.05K$1.1M
Martin Marietta Materials, Inc.MLM24.05K$13.87M
UniFirst CorporationUNF24.05K$6.36M
SolarEdge Technologies, Inc.SEDG24.02K$1.4M
Allegion plcALLE24.02K$3.37M
Golub Capital BDC, Inc.GBDC24K$309.15K
Latham Group, Inc.SWIM23.97K$155.11K
Willis Towers Watson Public Limited CompanyWTW23.97K$6.26M
Atkore Inc.ATKR23.96K$1.82M
Wintrust Financial CorporationWTFC23.95K$3.85M
The RMR Group Inc.RMR23.95K$491.72K
Red River Bancshares, Inc.RRBI23.93K$2.18M