Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Barrick Mining CorporationB331.22K$12.17M
Evolent Health, Inc.EVH330.02K$1.79M
First Hawaiian, Inc.FHB328.06K$9.61M
Brown & Brown, Inc.BRO327.63K$21.02M
Zscaler, Inc.ZS324.92K$45.86M
Yelp Inc.YELP323.12K$7.92M
WEBTOON Entertainment Inc. Common stockWBTN321.95K$3.68M
Paychex, Inc.PAYX321.74K$31.64M
Critical Metals Corp.CRML321.49K$3.3M
MGIC Investment CorporationMTG320.24K$9.03M
Hecla Mining CompanyHL319.59K$4.93M
MetLife, Inc.MET319.24K$27.01M
NiSource IncNI319.11K$15.17M
American Airlines Group Inc.AAL317.03K$5.73M
First Horizon CorporationFHN316.4K$8.11M
Royal Bank of CanadaRY316.35K$65.47M
PROG Holdings, Inc.PRG316.22K$14.74M
SentinelOne, Inc.S315.07K$5.35M
International Paper CompanyIP315.06K$12M
HSBC Holdings plcHSBC313.99K$29.86M