Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lakeland Financial CorporationLKFN3.66K$226.02K
Hingham Institution for SavingsHIFS3.52K$1.08M
Innovative Industrial Properties, Inc.IIPR3.51K$217.52K
Peoples Financial Services Corp.PFIS3.51K$232.83K
Penumbra, Inc.PEN3.45K$1.09M
BioNTech SEBNTX3.38K$314.57K
Nathan's Famous, Inc.NATH3.34K$339.45K
Grupo Aeroportuario del Pacífico, S.A.B. de C.V.PAC3.27K$829.1K
ANI Pharmaceuticals, Inc.ANIP3.17K$262.66K
POET Technologies Inc.POET3K$30.84K
Willis Lease Finance CorporationWLFC2.79K$639.04K
Investors Title CompanyITIC2.75K$752.89K
Grupo Aeroportuario del Sureste, S. A. B. de C. V.ASR2.67K$819.2K
First Citizens BancShares, Inc.FCNCA2.63K$5.47M
UFP Technologies, Inc.UFPT2.5K$663.62K
CVR Partners, LPUAN1.98K$221.19K
Copa Holdings, S.A.CPA1.76K$274.34K
Hovnanian Enterprises, Inc.HOV1.68K$239.25K
Daily Journal CorporationDJCO1.65K$991.96K
Resolute Holdings Management, Inc.RHLD1.55K$224.02K