Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Motors CompanyGM351.31K$27.08M
DXC Technology CompanyDXC350.24K$3.1M
UnitedHealth Group IncorporatedUNH349.81K$145.39M
McCormick & Company, IncorporatedMKC348.55K$17.57M
The AES CorporationAES348.31K$5.11M
Compass, Inc.COMP343.82K$4.24M
Suncor Energy Inc.SU343.61K$18.45M
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia TbkTLK342.71K$4.6M
Fortis Inc.FTS340.31K$19.48M
BCE Inc.BCE339.68K$7.31M
Salesforce, Inc.CRM336.63K$52.74M
D-Wave Quantum Inc.QBTS336.15K$8.06M
CubeSmartCUBE335.48K$13.34M
Kinross Gold CorporationKGC334.93K$7.91M
Sirius XM Holdings Inc.SIRI334.65K$9.89M
Phillips 66PSX334.46K$56.54M
Columbia Banking System, Inc.COLB333.8K$10.7M
CEMEX, S.A.B. de C.V.CX333.67K$4M
Adient plcADNT332.74K$6.12M
CVS Health Corp.CVS332.11K$34.36M