Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ally Financial Inc.ALLY118.25K$5.43M
Pinnacle Financial Partners, Inc.PNFP118.17K$11.92M
Acadia Healthcare Company, Inc.ACHC118.11K$3.49M
L3Harris Technologies, Inc.LHX117.98K$34.29M
RLI Corp.RLI117.94K$6.97M
UGI CorporationUGI117.88K$4.07M
Core Scientific, Inc.CORZ117.65K$3.01M
nVent Electric plcNVT117.5K$19.93M
Agnico Eagle Mines LimitedAEM117.12K$18.17M
ExlService Holdings, Inc.EXLS116.29K$3.01M
Zimmer Biomet Holdings, Inc.ZBH116.23K$10.01M
Meritage Homes CorporationMTH116.08K$9.73M
SoundHound AI, Inc.SOUN115.95K$750.17K
Howmet Aerospace Inc.HWM115.85K$31.15M
DTE Energy CompanyDTE115.68K$17.63M
Fortrea Holdings Inc.FTRE115.68K$2.01M
Prudential Financial, Inc.PRU115.56K$12.47M
Expand Energy CorporationEXE115.52K$10.53M
BridgeBio Pharma, Inc.BBIO115.51K$8.6M
Stifel Financial CorpSF115.38K$8.05M