Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ILMN
Illumina, Inc.

Healthcare
11.1K
+ 25.01%
$91.69 - $109.88 $1.02M - $1.22M
55.5K $5.27M
CNA
Cna Financial Corp

Financial Services
22.3K
+ 67.58%
$43.33 - $49.55 $967K - $1.11M
55.3K $2.57M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
91.3K
+ 24.55%
$13.6 - $15.52 $1.24M - $1.42M
463K $6.78M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3.86K
+ 64.3%
$167.19 - $219.52 $646K - $848K
9.87K $2.17M
RIG
Transocean Ltd.

Energy
148K
+ 13.83%
$2.55 - $3.64 $378K - $540K
1.22M $3.81M
FIBK
First Interstate Bancsystem Inc

Financial Services
28.7K
+ 78.31%
$28.41 - $33.84 $817K - $973K
65.5K $2.09M
TME
Tencent Music Entertainment Group

Communication Services
23.8K
+ 19.44%
$19.17 - $26.36 $457K - $628K
146K $3.42M
TGNA
Tegna Inc

Communication Services
40.3K
+ 69.55%
$15.04 - $21.28 $606K - $857K
98.2K $2M
MPW
Medical Properties Trust Inc

Real Estate
178K
+ 108.1%
$3.98 - $5.13 $707K - $912K
342K $1.73M
CCJ
Cameco Corp

Energy
4.91K
+ 7.68%
$70.47 - $86.89 $346K - $427K
68.8K $5.77M
KRC
Kilroy Realty Corp

Real Estate
17.8K
+ 52.49%
$34.55 - $44.44 $616K - $793K
51.8K $2.19M
GRAB
Grab Holdings LTD

Technology
157K
+ 202.87%
$4.77 - $6.45 $750K - $1.01M
235K $1.41M
DEO
Diageo PLC

Consumer Defensive
13.1K
+ 31.6%
$93.64 - $115.33 $1.22M - $1.51M
54.4K $5.19M
NOV
Nov Inc.

Energy
74.5K
+ 180.62%
$11.88 - $14.16 $885K - $1.05M
116K $1.53M
COMP
Compass, Inc.

Technology
120K
+ 387.66%
$6.15 - $9.69 $739K - $1.17M
151K $1.21M
NGG
National Grid PLC

Utilities
16.2K
+ 18.11%
$67.98 - $74.38 $1.1M - $1.2M
105K $7.66M
CCBG
Capital City Bank Group Inc

Financial Services
24.4K
New
$38.5 - $44.03 $939K - $1.07M
24.4K $1.02M
SHBI
Shore Bancshares Inc

Financial Services
58K
+ 62.6%
$15.18 - $17.45 $880K - $1.01M
151K $2.47M
PPL
Ppl Corp

Utilities
15.7K
+ 11.84%
$33.54 - $37.24 $526K - $584K
148K $5.5M
LUMN
Lumen Technologies, Inc.

Communication Services
95.5K
+ 38.7%
$3.7 - $6.22 $353K - $594K
342K $2.1M
APA
Apa Corp

Energy
6.74K
+ 4.75%
$18.06 - $24.69 $122K - $166K
148K $3.61M
CLBK
Columbia Financial, Inc.

Financial Services
63.3K
+ 52.04%
$13.94 - $15.85 $882K - $1M
185K $2.77M
ONTO
Onto Innovation Inc.

Technology
2.44K
+ 9.96%
$90.0 - $136.73 $219K - $333K
26.9K $3.48M
ROAD
Construction Partners, Inc.

Industrials
4.18K
+ 18.24%
$93.43 - $136.74 $390K - $571K
27.1K $3.44M
CEG
Constellation Energy Corp

Utilities
1.15K
+ 1.16%
$298.82 - $354.89 $344K - $408K
100K $33M
CMF
Ishares California Muni Bond E

ETFs
13K
+ 6.48%
$55.16 - $57.13 $716K - $742K
213K $12.2M
RL
Ralph Lauren Corp

Consumer Cyclical
2.64K
+ 60.09%
$272.1 - $320.75 $719K - $847K
7.04K $2.21M
MSM
Msc Industrial Direct CO Inc

Industrials
10.5K
+ 246.74%
$84.9 - $92.9 $894K - $978K
14.8K $1.36M
FNDE
Schwab Fundamental Emerging Mk

ETFs
14.2K
+ 9.2%
$33.13 - $36.31 $469K - $514K
168K $6.08M
NSA
National Storage Affiliates Trust

Real Estate
33.5K
+ 376.94%
$29.44 - $33.3 $986K - $1.11M
42.4K $1.28M
HCC
Warrior Met Coal, Inc.

Basic Materials
8.75K
+ 35.9%
$44.39 - $64.22 $388K - $562K
33.1K $2.11M
KELYA
Kelly Services Inc

Industrials
65.8K
+ 72.91%
$12.07 - $14.64 $795K - $964K
156K $2.05M
HUBS
Hubspot Inc

Technology
3.68K
+ 44.35%
$420.79 - $560.9 $1.55M - $2.06M
12K $5.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
11.7K
+ 16.54%
$56.98 - $61.66 $668K - $723K
82.6K $5.06M
GH
Guardant Health, Inc.

Healthcare
6.49K
+ 11.77%
$40.98 - $67.42 $266K - $438K
61.7K $3.85M
XLU
Utilities Sector Spdr

ETFs
4.82K
+ 4.79%
$81.14 - $87.32 $391K - $421K
106K $9.2M
AAL
American Airlines Group Inc.

Industrials
88.4K
+ 40.75%
N/A
305K $3.37M
CSGP
Costar Group, Inc.

Real Estate
9.65K
+ 23.67%
$81.42 - $96.83 $786K - $935K
50.4K $4.25M
VIAV
Viavi Solutions Inc.

Technology
48.8K
+ 36.01%
$9.76 - $12.69 $476K - $619K
184K $2.34M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10.8K
+ 56.36%
$78.88 - $85.2 $849K - $917K
29.9K $2.49M
DLB
Dolby Laboratories, Inc.

Industrials
13.6K
+ 183.8%
$70.09 - $76.79 $956K - $1.05M
21.1K $1.52M
MT
Arcelor Mittal

Basic Materials
17.5K
+ 23.71%
$30.39 - $36.94 $533K - $648K
91.5K $3.31M
CACI
Caci International Inc

Technology
2.26K
+ 84.93%
N/A
4.92K $2.11M
MARA
Marathon Digital Holdings, Inc.

Financial Services
42.9K
+ 40.3%
N/A
149K $3.37M
GATX
Gatx Corp

Industrials
2.03K
+ 7.04%
$149.23 - $176.97 $303K - $359K
30.9K $5.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
26.9K
+ 22.49%
$30.67 - $32.13 $826K - $865K
147K $4.64M
EQIX
Equinix Inc

Real Estate
1.39K
+ 13.86%
$756.7 - $811.13 $1.05M - $1.13M
11.4K $8.92M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.85K
+ 64.95%
$81.85 - $90.2 $806K - $888K
25K $2.22M
INFY
Infosys LTD

Technology
157K
+ 22.33%
$15.98 - $18.96 $2.5M - $2.97M
859K $14M
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email