Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Shake Shack Inc.SHAK17.11K$958.33K
Zeo Energy Corp.ZEO17.11K$11.3K
Sezzle Inc.SEZL17.02K$2.92M
Powell Industries, Inc.POWL17.01K$4.87M
DeFi Technologies Inc.DEFT17K$8.74K
TKO Group Holdings, Inc.TKO16.99K$3.42M
Atomera IncorporatedATOM16.98K$147.91K
1st Source CorporationSRCE16.94K$1.38M
SI-BONE, Inc.SIBN16.92K$276.07K
Diversified Energy Company PLCDEC16.9K$234.22K
The Chefs' Warehouse, Inc.CHEF16.81K$1.62M
Watsco, Inc.WSO16.79K$7M
Global Ship Lease, Inc.GSL16.75K$629.85K
LTC Properties, Inc.LTC16.74K$643.49K
Ramaco Resources, Inc.METC16.7K$220.99K
Louisiana-Pacific CorporationLPX16.66K$1.31M
The Hackett Group, Inc.HCKT16.66K$179.37K
Mesa Laboratories, Inc.MLAB16.61K$1.65M
Affiliated Managers Group, Inc.AMG16.61K$5.62M
Labcorp Holdings Inc.LH16.6K$4.65M