Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Burke & Herbert Financial Services Corp. | BHRB | 5.6K | $402.49K |
 Camtek Ltd. | CAMT | 5.59K | $912.06K |
 Silicon Motion Technology Corporation | SIMO | 5.59K | $1.86M |
 Symbotic Inc. | SYM | 5.46K | $245.52K |
 Graham Holdings Company | GHC | 5.45K | $6.22M |
 Northeast Bank | NBN | 5.4K | $715.53K |
 Plumas Bancorp | PLBC | 5.37K | $313.94K |
 Infleqtion Inc | INFQ | 5.28K | $70.38K |
 Root, Inc. | ROOT | 5.25K | $293.8K |
 Xometry, Inc. | XMTR | 5.21K | $502.87K |
 Teekay Tankers Ltd. | TNK | 5.2K | $337.45K |
 Banner Corporation | BANR | 5.11K | $339.24K |
 GeneDx Holdings Corp. | WGS | 4.97K | $341.37K |
 TrustCo Bank Corp NY | TRST | 4.92K | $270.46K |
 ASA Gold and Precious Metals Limited | ASA | 4.91K | $255.24K |
 Federal Agricultural Mortgage | AGM | 4.87K | $970.62K |
 Axos Financial, Inc. | AX | 4.78K | $465.13K |
 China Yuchai International Limited | CYD | 4.76K | $225.81K |
 Agilysys, Inc. | AGYS | 4.72K | $493.14K |
 AutoZone, Inc. | AZO | 4.59K | $14.66M |