Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Broadcom Inc.AVGO1.92M$724.28M
Sony Group CorporationSONY1.84M$36.82M
Comcast CorporationCMCSA1.83M$45.01M
PG&E CorporationPCG1.72M$28.92M
Netflix, Inc.NFLX1.68M$120.24M
The Procter & Gamble CompanyPG1.68M$246.79M
Transocean Ltd.RIG1.63M$7.98M
Turkcell Iletisim Hizmetleri A.S.TKC1.63M$9.59M
JPMorgan Chase & Co.JPM1.59M$520.88M
Infosys LimitedINFY1.58M$16.59M
Mitsubishi UFJ Financial Group, Inc.MUFG1.55M$30.81M
Intel Corp.INTC1.54M$215.24M
Lloyds Banking Group plcLYG1.53M$8.93M
Verizon Communications Inc.VZ1.53M$64.68M
Wells Fargo & CompanyWFC1.44M$119.4M
Johnson & JohnsonJNJ1.38M$351.74M
Merck & Co., Inc.MRK1.35M$174.09M
Graphic Packaging Holding CompanyGPK1.34M$14.18M
Abbott LaboratoriesABT1.31M$118.65M
Blackstone Secured Lending FundBXSL1.29M$30.56M