Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V893.82K$306.66M
RPC, Inc.RES892.46K$5.2M
Arista Networks, Inc.ANET891.45K$151.44M
Enterprise Products Partners L.P.EPD887.52K$32.63M
Altria Group, Inc.MO887.1K$63.83M
Bristol-Myers Squibb CompanyBMY887.03K$51.11M
Conagra Brands, Inc.CAG886.18K$11.93M
Brookfield CorporationBN885.99K$37.73M
Sumitomo Mitsui Financial Group, Inc.SMFG883.66K$20.84M
The Real Brokerage Inc.REAX868.48K$1.58M
CSX CorporationCSX863.85K$41.06M
Permian Resources CorporationPR853.83K$15.72M
Nokia OyjNOK848.61K$11.27M
U.S. BancorpUSB834.71K$50.42M
Nomura Holdings, Inc.NMR828K$7.27M
PepsiCo, Inc.PEP827.63K$112.06M
Valley National BancorpVLY816.08K$11.96M
Kinder Morgan, Inc.KMI813.41K$26M
The Walt Disney CompanyDIS811.06K$78.06M
Gerdau S.A.GGB809.55K$3.27M