Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jade Biosciences, Inc. | JBIO | 12.2K | $271.02K |
 American Superconductor Corporation | AMSC | 12.17K | $505.14K |
 Limbach Holdings, Inc. | LMB | 12.05K | $927.93K |
 Primerica, Inc. | PRI | 12.05K | $3.42M |
 Climb Global Solutions, Inc. | CLMB | 12.04K | $279.54K |
 The Marcus Corporation | MCS | 12.03K | $282.2K |
 Sonic Automotive, Inc. | SAH | 12.01K | $1.02M |
 CVR Energy, Inc. | CVI | 12.01K | $330.78K |
 BETA Technologies, Inc. | BETA | 12.01K | $201.12K |
 Home Bancorp, Inc. | HBCP | 11.98K | $821.02K |
 Zebra Technologies Corporation | ZBRA | 11.98K | $3.15M |
 Liberty Media Corporation | FWONK | 11.95K | $1.14M |
 Acushnet Holdings Corp. | GOLF | 11.95K | $1.42M |
 Flotek Industries, Inc. | FTK | 11.94K | $280.83K |
 Agilon Health, Inc. | AGL | 11.88K | $1.27M |
 Outset Medical, Inc. | OM | 11.79K | $50.95K |
 NIQ Global Intelligence Plc | NIQ | 11.78K | $110.15K |
 The Vita Coco Company, Inc. | COCO | 11.77K | $778.73K |
 City Holding Company | CHCO | 11.77K | $1.56M |
 Installed Building Products, Inc. | IBP | 11.73K | $2.7M |