Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.13K
+ 5.28%
$42.74 - $62.88 $91.1K - $134K
42.5K $2.44M
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
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
SCI
Service Corp International

Consumer Cyclical
6.07K
+ 21.95%
$75.63 - $83.25 $459K - $505K
33.7K $2.81M
HBNC
Horizon Bancorp Inc

Financial Services
30K
+ 26.06%
$15.01 - $16.88 $450K - $506K
145K $2.32M
CWB
Spdr Bloomberg Convertible Sec

ETFs
553
+ 0.86%
$82.29 - $90.77 $45.5K - $50.2K
64.7K $5.86M
ENVA
Enova International, Inc.

Financial Services
4.4K
+ 35.11%
$100.56 - $127.32 $443K - $560K
16.9K $1.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.6K
+ 1.09%
$78.11 - $79.07 $438K - $443K
519K $40.9M
MGRC
Mcgrath Rentcorp

Industrials
4.57K
+ 49.98%
$113.6 - $127.77 $519K - $584K
13.7K $1.61M
UGP
Ultrapar Holdings Inc

Energy
83.6K
+ 33.42%
$2.83 - $4.1 $237K - $343K
334K $1.37M
HURN
Huron Consulting Group Inc.

Industrials
3.26K
+ 43.97%
$121.98 - $146.77 $398K - $479K
10.7K $1.57M
FRME
First Merchants Corp

Financial Services
15.3K
+ 31.23%
$37.07 - $41.88 $567K - $640K
64.2K $2.42M
RPD
Rapid7, Inc.

Technology
33.1K
+ 193.44%
$17.88 - $25.59 $591K - $846K
50.2K $940K
WWW
Wolverine World Wide Inc

Consumer Cyclical
9.11K
+ 29.14%
$18.93 - $32.4 $172K - $295K
40.4K $1.11M
FDN
First Tr Fd Dow Jones

ETFs
1.04K
+ 4.34%
$264.06 - $287.34 $275K - $299K
25K $7M
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.36K
+ 28.7%
$112.56 - $177.14 $153K - $241K
6.11K $1.08M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.22K
+ 7.61%
$259.44 - $278.65 $835K - $897K
45.5K $11.8M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
18K
+ 39.11%
$21.7 - $26.32 $391K - $475K
64.1K $1.57M
BNDX
Vanguard Total International B

ETFs
11.3K
+ 3.89%
$49.0 - $49.51 $553K - $558K
301K $14.9M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
13.3K
+ 66.95%
$42.9 - $46.83 $569K - $621K
33.1K $1.42M
TCBI
Texas Capital Bancshares Inc

Financial Services
5.85K
+ 66.44%
$79.46 - $89.73 $465K - $525K
14.7K $1.24M
OSCR
Oscar Health, Inc.

Healthcare
36.4K
+ 60.97%
$13.42 - $20.45 $488K - $744K
96.1K $1.82M
PARR
Par Pacific Holdings, Inc.

Energy
2.57K
+ 5.1%
$27.09 - $37.84 $69.6K - $97.2K
53K $1.88M
AMG
Affiliated Managers Group, Inc.

Financial Services
1.16K
+ 18.42%
$198.72 - $244.34 $231K - $284K
7.47K $1.78M
AMH
American Homes 4 Rent

Real Estate
17.8K
+ 95.68%
$32.47 - $36.74 $578K - $654K
36.4K $1.21M
CBT
Cabot Corp

Basic Materials
6.88K
+ 46.87%
$72.0 - $82.94 $495K - $570K
21.5K $1.64M
KEY
Keycorp

Financial Services
18.9K
+ 13.24%
$17.37 - $19.39 $328K - $366K
161K $3.02M
MNKD
Mannkind Corp

Healthcare
64.1K
+ 55.52%
$3.42 - $5.74 $219K - $368K
180K $964K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.83K
+ 19.62%
$98.53 - $107.1 $377K - $410K
23.3K $2.45M
SMPL
Simply Good Foods CO

Consumer Defensive
27.3K
+ 127.87%
$24.59 - $34.05 $671K - $929K
48.6K $1.21M
TRP
Tc Energy Corp

Energy
4.27K
+ 8.06%
$46.58 - $54.41 $199K - $232K
57.2K $3.11M
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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