Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Varex Imaging CorporationVREX17.84K$186.05K
Apogee Therapeutics, Inc.APGE17.8K$2.36M
Penske Automotive Group, Inc.PAG17.73K$3.17M
Bausch Health Companies Inc.BHC17.73K$87.4K
Genworth Financial, Inc.GNW17.66K$167.25K
Seacoast Banking Corporation of FloridaSBCF17.62K$585.8K
StepStone Group Inc.STEP17.61K$728.56K
Cardiol Therapeutics Inc.CRDL17.61K$18.67K
Curtiss-Wright CorporationCW17.59K$13.33M
Loar Holdings Inc.LOAR17.55K$1.42M
TransUnionTRU17.46K$1.26M
The Gorman-Rupp CompanyGRC17.42K$1.6M
Ormat Technologies, Inc.ORA17.39K$1.89M
Quaker HoughtonKWR17.38K$2.76M
Marker Therapeutics, Inc.MRKR17.31K$25.45K
WSFS Financial CorporationWSFS17.29K$1.33M
PureCycle Technologies, Inc.PCT17.28K$140.12K
Allison Transmission Holdings, Inc.ALSN17.22K$1.94M
Red Violet, Inc.RDVT17.16K$1.09M
Alkami Technology, Inc.ALKT17.13K$310.44K