Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cummins Inc.CMI91.74K$65.43M
PDD Holdings Inc.PDD91.73K$7M
Oscar Health, Inc.OSCR91.73K$2.62M
APi Group CorporationAPG91.72K$3.88M
Cardinal Health, Inc.CAH91.66K$21.77M
Cohu, Inc.COHU91.31K$6.75M
Loews CorporationL90.94K$10.3M
Cogent Biosciences, Inc.COGT90.9K$3.52M
Cadence Design Systems, Inc.CDNS90.76K$34.06M
Goldman Sachs BDC, Inc.GSBD90.76K$860.37K
Moderna, Inc.MRNA90.67K$6.35M
Stitch Fix, Inc.SFIX90.63K$372.5K
ServisFirst Bancshares, Inc.SFBS90.56K$7.86M
H World Group LimitedHTHT90.55K$3.78M
DT Midstream, Inc.DTM90.52K$13.28M
West Pharmaceutical Services, Inc.WST90.52K$32.5M
Franklin Electric Co., Inc.FELE90.52K$9.7M
FRP Holdings, Inc.FRPH90.47K$2.26M
Lamb Weston Holdings, Inc.LW90.11K$3.89M
MSC Industrial Direct Co., Inc.MSM89.89K$10.69M