Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Progyny, Inc. | PGNY | 96.67K | $2.79M |
| AC AVALONBAY CMNTYS INC | AVB | 96.56K | $18.22M |
 Carter Bankshares, Inc. | CARE | 96.46K | $3.28M |
 Phillips Edison & Co. | PECO | 96.28K | $4.01M |
 Pegasystems Inc. | PEGA | 96.18K | $2.88M |
 XP Inc. | XP | 96.18K | $1.56M |
 SEI Investments Company | SEIC | 95.98K | $8.42M |
 Vestis Corporation | VSTS | 95.89K | $1.39M |
 Liberty Global plc | LBTYK | 95.87K | $1.05M |
 Dropbox, Inc. | DBX | 95.83K | $2.63M |
 Tyson Foods, Inc. | TSN | 95.81K | $5.49M |
 TriMas Corporation | TRS | 95.77K | $4.31M |
 Cerus Corporation | CERS | 95.7K | $279.44K |
 Western Alliance Bancorporation | WAL | 95.66K | $7.86M |
 CNA Financial Corporation | CNA | 95.38K | $4.64M |
 Crane Company | CR | 95.2K | $21.24M |
 Kforce Inc. | KFRC | 95.09K | $4.46M |
 Wheaton Precious Metals Corp. | WPM | 94.97K | $10.67M |
 Terex Corporation | TEX | 94.72K | $6.86M |
 Diodes Incorporated | DIOD | 94.69K | $10.36M |