Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amer Sports, Inc.AS204.73K$6.93M
Unum GroupUNM204.09K$18.25M
Otis Worldwide CorporationOTIS203.4K$14.56M
La-Z-Boy IncorporatedLZB203.23K$8.15M
Bloom Energy CorporationBE203.03K$61.46M
Essential Utilities, Inc.WTRG201.98K$7.74M
Greenlight Capital Re, Ltd.GLRE201.34K$3.26M
National Grid plcNGG201.01K$16.66M
TechnipFMC plcFTI200.92K$13.32M
Danaher CorporationDHR198.58K$37.83M
Americold Realty Trust, Inc.COLD198.01K$3.11M
Genpact LimitedG197.28K$5.43M
Certara, Inc.CERT197.23K$1.29M
Precigen, Inc.PGEN196.88K$1.12M
Ovintiv Inc.OVV196.61K$10.35M
Gaming and Leisure Properties, Inc.GLPI196.43K$8.75M
Navitas Semiconductor CorpNVTS196.36K$3.52M
LyondellBasell Industries N.V.LYB196.33K$10.34M
Applied Digital Corp.APLD196.09K$7.31M
Shore Bancshares, Inc.SHBI195.32K$4.48M