Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CC
Chemours CO

Basic Materials
25.7K
+ 60.69%
$11.5 - $17.53 $296K - $451K
68.2K $1.08M
SKY
Skyline Champion Corp

Consumer Cyclical
6.54K
+ 94.6%
$60.9 - $78.84 $398K - $515K
13.4K $1.03M
BCPC
Balchem Corp

Basic Materials
4.6K
+ 42.83%
$148.82 - $165.12 $685K - $760K
15.4K $2.3M
NIC
Nicolet Bankshares Inc

Financial Services
3.14K
+ 20.19%
$125.31 - $140.41 $393K - $441K
18.7K $2.51M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
9.78K
+ 1.96%
$26.88 - $27.78 $263K - $272K
508K $14.1M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
28.8K
+ 30.23%
$10.38 - $13.59 $299K - $391K
124K $1.64M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.99K
+ 135.96%
$96.22 - $98.19 $577K - $588K
10.4K $1.02M
UFPI
Ufp Industries Inc

Basic Materials
7.68K
+ 35.29%
$91.8 - $108.49 $705K - $833K
29.4K $2.75M
PLUS
Eplus Inc

Technology
8.47K
+ 83.46%
$62.28 - $76.08 $527K - $644K
18.6K $1.32M
VRTS
Virtus Investment Partners, Inc.

Financial Services
2.77K
+ 37.57%
$187.14 - $213.98 $517K - $592K
10.1K $1.92M
COLD
Americold Realty Trust

Real Estate
69.1K
+ 117.94%
$12.14 - $16.98 $839K - $1.17M
128K $1.56M
ZD
Ziff Davis, Inc.

Communication Services
11.9K
+ 69.76%
$29.49 - $39.2 $352K - $468K
29K $1.11M
COGT
Cogent Biosciences, Inc.

Healthcare
14.1K
+ 26.2%
$7.17 - $14.36 $101K - $202K
67.7K $972K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
27.3K
+ 70.42%
$22.65 - $25.1 $618K - $684K
66K $1.51M
CVCO
Cavco Industries Inc.

Consumer Cyclical
354
+ 13.59%
$403.12 - $585.63 $143K - $207K
2.96K $1.72M
BBUC
Brookfield Business Corp

Financial Services
11.8K
+ 14.56%
$28.72 - $36.28 $339K - $428K
92.8K $3.11M
MAS
Masco Corp

Industrials
4.21K
+ 8.86%
$64.44 - $76.07 $271K - $320K
51.7K $3.64M
PCOR
Procore Technologies, Inc.

Technology
7.27K
+ 61.75%
$61.62 - $76.64 $448K - $557K
19K $1.39M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
22.9K
+ 56.14%
$20.41 - $26.82 $467K - $614K
63.7K $1.57M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
3.53K
+ 1.84%
$39.42 - $42.19 $139K - $149K
196K $8.22M
FISV
Fiserv Inc

Technology
4.65K
+ 2.0%
N/A
237K $29.7M
BOX
Box Inc

Technology
20.3K
+ 51.76%
$31.03 - $33.73 $630K - $685K
59.6K $1.92M
ASIX
Advan Six Inc.

Basic Materials
32.7K
+ 273.03%
$18.03 - $25.29 $589K - $826K
44.6K $864K
CF
Cf Industries Holdings, Inc.

Basic Materials
6.98K
+ 34.27%
$80.91 - $98.75 $565K - $690K
27.4K $2.45M
HTH
Hilltop Holdings Inc.

Financial Services
15.2K
+ 66.66%
$29.57 - $35.74 $450K - $544K
38.1K $1.27M
EXLS
Exl Service Holdings, Inc.

Technology
12.7K
+ 17.57%
$41.4 - $45.43 $527K - $579K
85.2K $3.75M
TCBK
Trico Bancshares

Financial Services
7.84K
+ 13.34%
$40.26 - $46.49 $316K - $364K
66.6K $2.96M
ARMK
Aramark

Industrials
16K
+ 160.93%
$37.46 - $44.15 $598K - $705K
25.9K $993K
RTO
Rentokil Initial PLC

Industrials
22K
+ 134.51%
$22.81 - $25.94 $503K - $572K
38.4K $970K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
48.9K
+ 43.83%
$7.02 - $9.1 $343K - $445K
160K $1.33M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.73K
+ 14.79%
$109.55 - $124.15 $409K - $463K
29K $3.39M
FHI
Federated Hermes, Inc.

Financial Services
7.95K
+ 37.25%
$44.78 - $54.1 $356K - $430K
29.3K $1.52M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
10.4K
New
$46.93 - $58.5 $489K - $610K
10.4K $575K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.13K
+ 5.28%
$42.74 - $62.88 $91.1K - $134K
42.5K $2.44M
SCSC
Scansource, Inc.

Technology
13K
New
$37.78 - $45.4 $490K - $589K
13K $570K
POOL
Pool Corp

Industrials
1.42K
+ 20.23%
$292.13 - $333.62 $415K - $474K
8.44K $2.62M
TIMB
Tim S.A.

Communication Services
23.4K
+ 108.8%
$17.77 - $22.32 $416K - $522K
44.9K $1M
NRZ
New Residential Investment Corp.

Real Estate
78.5K
+ 88.61%
N/A
167K $1.21M
FDUS
Fidus Investment Corp

Financial Services
28K
New
$20.18 - $21.99 $566K - $617K
28K $568K
PK
Park Hotels & Resorts Inc.

Real Estate
45.5K
+ 63.28%
$10.17 - $12.13 $463K - $552K
117K $1.3M
NSSC
Napco Security Technologies, Inc

Industrials
6.69K
+ 31.92%
$29.42 - $43.66 $197K - $292K
27.7K $1.19M
MDU
Mdu Resources Group Inc

Industrials
15.1K
+ 5.94%
$15.85 - $17.81 $240K - $270K
270K $4.81M
CNP
Centerpoint Energy Inc

Utilities
10.3K
+ 13.06%
$35.77 - $39.16 $368K - $403K
89K $3.45M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.38K
+ 4.99%
$58.74 - $78.52 $80.8K - $108K
29K $2.18M
CARG
Car Gurus, Inc.

Communication Services
9.83K
+ 19.11%
$29.11 - $37.85 $286K - $372K
61.3K $2.28M
RKT
Rocket Companies, Inc.

Financial Services
23.9K
+ 131.17%
$13.31 - $21.16 $318K - $506K
42.1K $816K
HWKN
Hawkins Inc

Basic Materials
1.8K
+ 32.17%
$144.17 - $184.75 $260K - $333K
7.4K $1.35M
GLDM
World Gold Trust

ETFs
1.05K
+ 2.42%
$64.73 - $76.45 $68.2K - $80.5K
44.6K $3.41M
GPOR
Gulfport Energy Corp

Energy
3.07K
New
$163.8 - $190.92 $504K - $587K
3.07K $556K
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
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