Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PRGO
Perrigo CO PLC

Healthcare
7.24K
+ 19.91%
$20.76 - $28.43 $150K - $206K
43.6K $970K
SEM
Select Medical Holdings Corp

Healthcare
2.33K
+ 17.69%
$11.77 - $15.25 $27.4K - $35.5K
15.5K $198K
CACC
Credit Acceptance Corp

Financial Services
43
+ 8.13%
$447.51 - $543.74 $19.2K - $23.4K
572 $267K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
419
+ 3.97%
$14.19 - $15.82 $5.95K - $6.63K
11K $156K
BUG
Global X Fds Cybersecurity ETF

ETFs
298
+ 4.78%
$32.23 - $37.41 $9.6K - $11.1K
6.53K $229K
LUCD
Lucid Diagnostics Inc.

Healthcare
18
+ 0.15%
$0.97 - $1.48 $17.5 - $26.6
11.9K $11K
UHT
Universal Health Realty Income Trust

Real Estate
153
+ 1.41%
$38.01 - $42.04 $5.82K - $6.43K
11K $432K
PAGP
Plains Gp Holdings LP

Energy
742
+ 5.13%
$18.12 - $20.08 $13.4K - $14.9K
15.2K $277K
SVOL
Simplify ETF Simplify Volatili

ETFs
155
+ 0.91%
$16.48 - $19.27 $2.55K - $2.99K
17.3K $310K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
181
+ 1.91%
$30.55 - $34.72 $5.53K - $6.28K
9.66K $311K
CLVT
Clarivate PLC

Technology
6.31K
+ 10.0%
$3.62 - $4.53 $22.9K - $28.6K
69.4K $265K
XRAY
Dentsply Sirona Inc.

Healthcare
28.2K
+ 24.74%
$12.37 - $16.85 $348K - $475K
142K $1.8M
NMFC
New Mountain Finance Corp

Financial Services
684
+ 4.99%
$9.64 - $10.84 $6.59K - $7.41K
14.4K $138K
WU
Western Union CO

Financial Services
712
+ 2.43%
$7.88 - $8.84 $5.61K - $6.29K
30K $239K
DMLP
Dorchester Minerals, L.P.

Energy
450
+ 4.63%
$24.12 - $27.96 $10.9K - $12.6K
10.2K $263K
AIV
Apartment Investment & Management CO

Real Estate
260
+ 2.14%
$7.42 - $8.81 $1.93K - $2.29K
12.4K $98K
TDOC
Teladoc Health, Inc.

Healthcare
1.46K
+ 7.65%
$6.78 - $8.85 $9.91K - $12.9K
20.6K $158K
CRMD
Cor Medix Inc.

Healthcare
287
+ 0.83%
$10.07 - $14.83 $2.89K - $4.26K
34.7K $415K
LUNG
Pulmonx Corp

Healthcare
2.51K
+ 18.85%
$1.51 - $3.78 $3.8K - $9.5K
15.9K $25K
NRIM
Northrim Bancorp Inc

Financial Services
9.74K
+ 314.44%
$21.72 - $99.49 $211K - $969K
12.8K $278K
BHC
Bausch Health Companies Inc.

Healthcare
155
+ 0.31%
$5.71 - $8.34 $885 - $1.29K
50.6K $326K
SABR
Sabre Corp

Consumer Cyclical
7.32K
+ 40.58%
$1.71 - $3.42 $12.5K - $25K
25.4K $46K
HQI
Hire Quest, Inc.

Industrials
45
+ 0.15%
$9.12 - $10.53 $410 - $474
29.8K $287K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
1.72K
+ 7.7%
$2.88 - $3.9 $4.96K - $6.71K
24.1K $69K
IBCP
Independent Bank Corp

Financial Services
846
+ 3.1%
$30.09 - $34.6 $25.5K - $29.3K
28.2K $872K
MLAB
Mesa Laboratories Inc

Technology
2.38K
+ 37.45%
$57.44 - $103.4 $137K - $246K
8.73K $585K
DGICA
Donegal Group Inc

Financial Services
4.25K
+ 2.81%
$16.75 - $19.72 $71.2K - $83.8K
155K $3.01M
BUR
Burford Capital LTD

Financial Services
958
+ 8.6%
$11.96 - $14.84 $11.5K - $14.2K
12.1K $144K
NVCR
Novo Cure LTD

Healthcare
4.6K
+ 29.75%
$10.9 - $18.46 $50.1K - $84.8K
20K $258K
CBNK
Capital Bancorp Inc

Financial Services
482
+ 2.35%
$30.91 - $35.68 $14.9K - $17.2K
21K $670K
UTL
Unitil Corp

Utilities
415
+ 4.59%
$44.83 - $52.76 $18.6K - $21.9K
9.46K $452K
NVNO
En V Veno Medical Corp

Healthcare
24.8K
+ 183.67%
$0.72 - $5.25 $17.9K - $130K
38.3K $34K
HRI
Herc Holdings Inc

Industrials
808
+ 10.64%
$110.5 - $149.88 $89.3K - $121K
8.4K $979K
GLP
Global Partners LP

Energy
1.03K
+ 6.86%
$48.0 - $53.11 $49.4K - $54.7K
16K $770K
HESM
Hess Midstream LP

Energy
404
+ 4.7%
$34.55 - $43.53 $14K - $17.6K
9K $310K
AB
Alliancebernstein Holding L.P.

Financial Services
450
+ 3.07%
$37.76 - $42.88 $17K - $19.3K
15.1K $577K
AQN
Algonquin Power & Utilities Corp.

Utilities
1.05K
+ 1.37%
$5.37 - $6.11 $5.61K - $6.38K
77.4K $415K
KOP
Koppers Holdings Inc.

Basic Materials
837
+ 7.38%
$27.53 - $34.75 $23K - $29.1K
12.2K $341K
BCC
Boise Cascade CO

Basic Materials
674
+ 8.45%
$76.61 - $93.75 $51.6K - $63.2K
8.65K $668K
CRDF
Cardiff Oncology, Inc.

Healthcare
6.05K
+ 17.77%
$1.96 - $4.51 $11.9K - $27.3K
40.1K $81K
FTNT
Fortinet, Inc.

Technology
73.1K
+ 25.62%
$74.39 - $107.65 $5.44M - $7.87M
358K $30.1M
CNS
Cohen & Steers, Inc.

Financial Services
1.76K
+ 12.07%
$65.61 - $78.01 $115K - $137K
16.3K $1.07M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
183
+ 1.11%
$29.41 - $32.05 $5.38K - $5.87K
16.7K $497K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21.2K
+ 9.34%
$10.17 - $11.97 $215K - $254K
248K $2.52M
BJRI
B Js Restaurants Inc

Consumer Cyclical
4.4K
+ 37.17%
$29.75 - $46.78 $131K - $206K
16.3K $496K
SMIN
Ishares Msci India Small Cap I

ETFs
202
+ 2.41%
$71.7 - $78.29 $14.5K - $15.8K
8.59K $615K
TIPT
Tiptree Inc.

Financial Services
605
+ 6.01%
$19.05 - $25.49 $11.5K - $15.4K
10.7K $204K
DOX
Amdocs LTD

Technology
2.99K
+ 9.81%
$81.2 - $92.62 $243K - $277K
33.5K $2.75M
EQH
Equitable Holdings, Inc.

Financial Services
730
+ 5.11%
$50.09 - $55.88 $36.6K - $40.8K
15K $762K
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