Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hess Midstream LPHESM8.25K$310.2K
OR Royalties Inc.OR8.14K$257.33K
NewAmsterdam Pharma Company N.V.NAMS8.13K$275.69K
Bill.com Holdings, Inc.BILL8.08K$292.1K
Markel CorporationMKL8.07K$15.77M
RhRH7.96K$1.31M
Coastal Financial CorporationCCB7.92K$614.11K
Liquidity Services, Inc.LQDT7.65K$299.42K
Septerna IncSEPN7.64K$255.73K
Dillard's, Inc.DDS7.63K$4.03M
Callaway Golf CompanyCALY7.62K$385.28K
Murphy USA Inc.MUSA7.62K$4.11M
Otter Tail CorporationOTTR7.6K$683.46K
United Community Banks, Inc.UCB7.59K$266.37K
Dave Inc.DAVE7.59K$2.83M
Tecnoglass Inc.TGLS7.52K$352.11K
United States Lime & Minerals, Inc.USLM7.51K$786.09K
Flutter Entertainment plcFLUT7.45K$761.11K
Alpha Metallurgical Resources, Inc.AMR7.34K$1.21M
Ibotta, Inc.IBTA7.3K$249.3K