CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 2801–2850 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JOBY | JOBY AVIATION INC | 5K | $50K–$100K | SH |
| FSLR | FIRST SOLAR INC | 348 | $50K–$100K | SH |
| HUMA | HUMACYTE INC | 44K | $50K–$100K | SH |
| ROP | ROPER TECHNOLOGIES INC | 153 | $50K–$100K | SH |
| AEF | ABRDN EMERGING MARKETS EX CH | 12K | $50K–$100K | SH |
| XLC | SELECT SECTOR SPDR TR | 640 | $50K–$100K | SH |
| XLY | SELECT SECTOR SPDR TR | 316 | $50K–$100K | SH |
| FIP | FTAI INFRASTRUCTURE INC | 17K | $50K–$100K | SH |
| CRNX | CRINETICS PHARMACEUTICALS IN | 2K | $50K–$100K | SH |
| DTE | DTE ENERGY CO | 532 | $50K–$100K | SH |
| MGRM | MONOGRAM TECHNOLOGIES INC | 13K | $50K–$100K | SH |
| UMH | UMH PPTYS INC | 5K | $50K–$100K | SH |
| SRFM | SURF AIR MOBILITY INC | 17K | $50K–$100K | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 11K | $50K–$100K | SH |
| ASTS | AST SPACEMOBILE INC | 2K | $50K–$100K | SH |
| TCBK | TRICO BANCSHARES | 2K | $50K–$100K | SH |
| IHS | IHS HOLDING LIMITED | 11K | $50K–$100K | SH |
| UPB | UPSTREAM BIO INC | 4K | $50K–$100K | SH |
| ACDC | PROFRAC HLDG CORP | 20K | $50K–$100K | SH |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 4K | $50K–$100K | SH |
| SSL | SASOL LTD | 12K | $50K–$100K | SH |
| DY | DYCOM INDS INC | 253 | $50K–$100K | SH |
| RVSB | RIVERVIEW BANCORP INC | 14K | $50K–$100K | SH |
| COHR | COHERENT CORP | 681 | $50K–$100K | SH |
| SKYW | SKYWEST INC | 728 | $50K–$100K | SH |
| DT | DYNATRACE INC | 2K | $50K–$100K | SH |
| VTRS | VIATRIS INC | 7K | $50K–$100K | SH |
| CPK | CHESAPEAKE UTILS CORP | 539 | $50K–$100K | SH |
| CE | CELANESE CORP DEL | 2K | $50K–$100K | SH |
| GL | GLOBE LIFE INC | 505 | $50K–$100K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 865 | $50K–$100K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 14K | $50K–$100K | SH |
| VOD | VODAFONE GROUP PLC NEW | 6K | $50K–$100K | SH |
| EMBC | EMBECTA CORP | 5K | $50K–$100K | SH |
| STT | STATE STR CORP | 614 | $50K–$100K | SH |
| RXT | RACKSPACE TECHNOLOGY INC | 50K | $50K–$100K | SH |
| DK | DELEK US HLDGS INC NEW | 2K | $50K–$100K | SH |
| GOOD | GLADSTONE COMMERCIAL CORP | 6K | $50K–$100K | SH |
| BDN | BRANDYWINE RLTY TR | 17K | $50K–$100K | SH |
| BUG | GLOBAL X FDS | 2K | $50K–$100K | SH |
| BOX | BOX INC | 2K | $50K–$100K | SH |
| FWONA | LIBERTY MEDIA CORP DEL | 737 | $50K–$100K | SH |
| VRSK | VERISK ANALYTICS INC | 278 | $50K–$100K | SH |
| AVIR | ATEA PHARMACEUTICALS INC | 24K | $50K–$100K | SH |
| MRCY | MERCURY SYS INC | 898 | $50K–$100K | SH |
| GTLS | CHART INDS INC | 347 | $50K–$100K | SH |
| NNOX | NANO X IMAGING LTD | 19K | $50K–$100K | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 557 | $50K–$100K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 1K | $50K–$100K | SH |
| ES | EVERSOURCE ENERGY | 966 | $50K–$100K | SH |