Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enliven Therapeutics, Inc.ELVN19.39K$983.84K
ICU Medical, Inc.ICUI19.37K$2.84M
BWX Technologies, Inc.BWXT19.35K$3.77M
Itron, Inc.ITRI19.28K$1.67M
Grifols, S.A.GRFS19.26K$136.33K
HEICO CorporationHEI-A19.15K$4.94M
McGrath RentCorpMGRC19.15K$2.32M
Beam Therapeutics Inc.BEAM19.12K$656.13K
Universal Technical Institute, Inc.UTI19.09K$816.26K
Sphere Entertainment Co.SPHR19.07K$3.3M
AAR Corp.AIR19.06K$2.72M
Impinj, Inc.PI19.05K$2.73M
Kayne Anderson Energy Infrastructure Fund Inc.KYN19.05K$263.46K
Ashland Inc.ASH19.05K$1.26M
Costamare Bulkers Holdings LimitedCMDB18.96K$333.01K
Mobileye Global Inc.MBLY18.9K$182.99K
ChoiceOne Financial Services, Inc.COFS18.83K$640.36K
KBR, Inc.KBR18.83K$650.21K
Ulta Beauty, Inc.ULTA18.82K$8.49M
Saul Centers, Inc.BFS18.79K$702.7K