Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SL Green Realty Corp. | SLG | 9.67K | $500.77K |
 Tortoise Energy Infrastructure Corporation | TYG | 9.64K | $413.27K |
 PennyMac Financial Services, Inc. | PFSI | 9.62K | $837.56K |
 iRhythm Technologies, Inc. | IRTC | 9.57K | $1.14M |
 Lennar Corporation | LEN-B | 9.5K | $842.95K |
 Tempus AI, Inc. | TEM | 9.48K | $549.04K |
 Diebold Nixdorf, Incorporated | DBD | 9.39K | $798.76K |
 Winmark Corporation | WINA | 9.32K | $3.94M |
 V2X, Inc. | VVX | 9.28K | $691.66K |
 Universal Health Realty Income Trust | UHT | 9.25K | $405.84K |
 Power Solutions International, Inc. | PSIX | 9.21K | $358.14K |
 News Corporation | NWS | 9.2K | $258.26K |
 Kadant Inc. | KAI | 9.18K | $2.88M |
 Artesian Resources Corporation | ARTNA | 9.16K | $311.28K |
 Repligen Corporation | RGEN | 9.04K | $1.23M |
 U-Haul Holding Company | UHAL-B | 9.04K | $521.36K |
 Tectonic Therapeutic, Inc. | TECX | 8.96K | $308.04K |
 Liberty Broadband Corporation | LBRDK | 8.93K | $296.89K |
 Alarm.com Holdings, Inc. | ALRM | 8.91K | $416.11K |
 Esquire Financial Holdings, Inc. | ESQ | 8.88K | $1.06M |