Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.57K
+ 4.31%
$54.83 - $84.09 $86.3K - $132K
38.1K $3.04M
RNR
Renaissancere Holdings LTD

Financial Services
2.29K
+ 53.65%
$231.95 - $253.93 $530K - $581K
6.55K $1.66M
NUVL
Nuvalent, Inc.

Healthcare
5.23K
+ 30.26%
$72.16 - $86.48 $378K - $452K
22.5K $1.95M
VFH
Vanguard Financial ETF

ETFs
2.46K
+ 3.17%
$125.23 - $132.78 $308K - $326K
79.9K $10.5M
CLSK
Cleanspark, Inc.

Technology
15.6K
+ 13.7%
$9.08 - $14.87 $142K - $232K
130K $1.89M
BLKB
Blackbaud Inc

Technology
9.73K
+ 139.13%
$61.35 - $71.61 $597K - $697K
16.7K $1.08M
DORM
Dorman Products, Inc.

Consumer Cyclical
2.21K
+ 26.21%
$119.13 - $166.34 $263K - $367K
10.6K $1.66M
QDEL
Quidel Ortho Corp

Healthcare
21K
+ 278.09%
$22.81 - $31.57 $480K - $664K
28.6K $842K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
12K
+ 35.78%
$50.79 - $67.47 $608K - $807K
45.4K $2.35M
STRA
Strategic Education, Inc.

Consumer Defensive
7.18K
+ 129.07%
$73.87 - $86.09 $531K - $618K
12.7K $1.1M
AGM
Federal Agricultural Mortgage Corp

Financial Services
4.51K
+ 84.86%
$167.98 - $209.73 $758K - $946K
9.83K $1.65M
HUBG
Hub Group, Inc.

Industrials
17.5K
+ 107.95%
$33.6 - $37.58 $587K - $657K
33.7K $1.16M
WULF
Terawulf Inc.

Financial Services
22.9K
+ 47.99%
$4.63 - $11.7 $106K - $268K
70.5K $825K
ECPG
Encore Capital Group Inc

Financial Services
13.1K
+ 57.48%
$35.97 - $46.09 $470K - $603K
35.8K $1.5M
IT
Gartner Inc

Technology
9.14K
+ 72.27%
$225.98 - $406.7 $2.06M - $3.72M
21.8K $5.72M
HSTM
Healthstream Inc

Healthcare
21.5K
+ 170.22%
$25.65 - $29.3 $551K - $629K
34.1K $962K
DCI
Donaldson CO Inc

Industrials
1.93K
+ 5.32%
$69.82 - $82.14 $135K - $158K
38.2K $3.13M
NBR
Nabors Industries LTD

Energy
9.13K
+ 49.69%
$29.58 - $42.5 $270K - $388K
27.5K $1.12M
AMBC
Ambac Financial Group Inc

Financial Services
69.9K
+ 342.21%
$6.94 - $9.72 $485K - $679K
90.3K $753K
WSBC
Wesbanco Inc

Financial Services
18.1K
+ 19.35%
$29.44 - $33.7 $532K - $609K
112K $3.56M
DK
Delek Us Holdings, Inc.

Energy
7.95K
+ 25.37%
$20.04 - $33.59 $159K - $267K
39.3K $1.27M
TDW
Tidewater Inc

Energy
7.88K
+ 31.26%
$46.32 - $63.19 $365K - $498K
33.1K $1.76M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.65K
+ 39.16%
$187.97 - $199.47 $498K - $528K
9.41K $1.88M
DDS
Dillard'S, Inc.

Consumer Cyclical
492
+ 32.5%
$425.73 - $623.76 $209K - $307K
2.01K $1.23M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
11.4K
+ 49.67%
$52.62 - $61.93 $600K - $706K
34.4K $1.86M
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
ALB
Albemarle Corp

Basic Materials
4.81K
+ 44.83%
$62.9 - $88.1 $303K - $424K
15.6K $1.26M
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
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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