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 2851–2900 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | 361 | $50K–$100K | SH |
| SB | SAFE BULKERS INC | 15K | $50K–$100K | SH |
| CMTG | CLAROS MTG TR INC | 21K | $50K–$100K | SH |
| ODV | OSISKO DEVELOPMENT CORP | 20K | $50K–$100K | SH |
| USNA | USANA HEALTH SCIENCES INC | 2K | $50K–$100K | SH |
| THG | HANOVER INS GROUP INC | 376 | $50K–$100K | SH |
| GROY | GOLD ROYALTY CORP | 18K | $50K–$100K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 200 | $50K–$100K | SH |
| HRTG | HERITAGE INSURANCE HLDGS INC | 3K | $50K–$100K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 1K | $50K–$100K | SH |
| SHCO | SOHO HOUSE & CO INC | 8K | $50K–$100K | SH |
| CAKE | CHEESECAKE FACTORY INC | 1K | $50K–$100K | SH |
| OPCH | OPTION CARE HEALTH INC | 2K | $50K–$100K | SH |
| DTD | WISDOMTREE TR | 806 | $50K–$100K | SH |
| SLDP | SOLID POWER INC | 20K | $50K–$100K | SH |
| EPC | EDGEWELL PERS CARE CO | 3K | $50K–$100K | SH |
| ASM | AVINO SILVER & GOLD MINES LT | 13K | $50K–$100K | SH |
| NEWP | NEW PAC METALS CORP | 25K | $50K–$100K | SH |
| SSRM | SSR MINING IN | 3K | $50K–$100K | SH |
| CNO | CNO FINL GROUP INC | 2K | $50K–$100K | SH |
| GSM | FERROGLOBE PLC | 15K | $50K–$100K | SH |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | 17K | $50K–$100K | SH |
| ALLO | ALLOGENE THERAPEUTICS INC | 54K | $50K–$100K | SH |
| VFH | VANGUARD WORLD FD | 506 | $50K–$100K | SH |
| HUT | HUT 8 CORP | 2K | $50K–$100K | SH |
| KWR | QUAKER HOUGHTON | 501 | $50K–$100K | SH |
| ARBE | ARBE ROBOTICS LTD | 40K | $50K–$100K | SH |
| DINO | HF SINCLAIR CORP | 1K | $50K–$100K | SH |
| RNG | RINGCENTRAL INC | 2K | $50K–$100K | SH |
| CIVI | CIVITAS RESOURCES INC | 2K | $50K–$100K | SH |
| INDI | INDIE SEMICONDUCTOR INC | 16K | $50K–$100K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 2K | $50K–$100K | SH |
| BRBS | BLUE RIDGE BANKSHARES INC VA | 15K | $50K–$100K | SH |
| LENZ | LENZ THERAPEUTICS INC | 1K | $50K–$100K | SH |
| CLOV | CLOVER HEALTH INVESTMENTS CO | 21K | $50K–$100K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 236 | $50K–$100K | SH |
| BORR | BORR DRILLING LTD | 24K | $50K–$100K | SH |
| ICLN | ISHARES TR | 4K | $50K–$100K | SH |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 1K | $50K–$100K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 4K | $50K–$100K | SH |
| THFF | FIRST FINANCIAL CORPORATION | 1K | $50K–$100K | SH |
| CPRT | COPART INC | 1K | $50K–$100K | SH |
| SAP | SAP SE | 4K | $50K–$100K | SH (Put) |
| IGR | CBRE GBL REAL ESTATE INC FD | 13K | $50K–$100K | SH |
| ACHR | ARCHER AVIATION INC | 7K | $50K–$100K | SH |
| NSA | NATIONAL STORAGE AFFILIATES | 2K | $50K–$100K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 772 | $50K–$100K | SH |
| LUV | SOUTHWEST AIRLS CO | 2K | $50K–$100K | SH |
| LVS | LAS VEGAS SANDS CORP | 1K | $50K–$100K | SH |
| ORC | ORCHID IS CAP INC | 9K | $50K–$100K | SH |