Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Customers Bancorp, Inc.CUBI7.16K$566.2K
IES Holdings, Inc.IESC7.14K$5.24M
Dianthus Therapeutics, Inc.DNTH7.07K$689.18K
FTI Consulting, Inc.FCN6.94K$1.03M
Landmark Bancorp, Inc.LARK6.93K$212.88K
Avis Budget Group, Inc.CAR6.93K$1.02M
Definium Therapeutics, Inc.DFTX6.91K$324.86K
Preformed Line Products CompanyPLPC6.9K$2.83M
Cavco Industries, Inc.CVCO6.84K$4.2M
Omega Flex, Inc.OFLX6.77K$212.6K
Insteel Industries, Inc.IIIN6.75K$203.94K
Bread Financial Holdings, Inc.BFH6.72K$728.62K
CRA International, Inc.CRAI6.72K$956.54K
WaFd, Inc.WAFD6.68K$256.39K
MercadoLibre, Inc.MELI6.68K$11.34M
Moelis & CompanyMC6.68K$436.87K
Nexstar Media Group, Inc.NXST6.64K$1.19M
OFG BancorpOFG6.6K$324.06K
Liberty Live GroupLLYVK6.56K$692.65K
Fair Isaac CorporationFICO6.52K$7.79M