Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOX
Box Inc

Technology
18K
+ 84.27%
$28.42 - $38.55 $510K - $692K
39.3K $1.34M
SSL
Sasol LTD

Basic Materials
150K
+ 157.03%
$2.93 - $5.45 $441K - $820K
246K $1.09M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.76K
+ 11.39%
$81.84 - $93.53 $390K - $445K
46.6K $4.32M
CLSK
Cleanspark, Inc.

Technology
27.8K
+ 32.21%
$6.74 - $11.03 $187K - $306K
114K $1.26M
WING
Wingstop Inc.

Consumer Cyclical
1.2K
+ 48.88%
$210.24 - $381.46 $253K - $459K
3.66K $1.23M
CRC
California Resources Corp

Energy
14K
+ 58.88%
$32.4 - $47.27 $452K - $660K
37.7K $1.72M
KOS
Kosmos Energy Ltd.

Energy
507K
+ 145.11%
$1.52 - $2.28 $771K - $1.16M
857K $1.47M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
9.44K
+ 34.9%
$52.22 - $73.66 $493K - $695K
36.5K $2.41M
SNX
Td Synnex Corp

Technology
2.22K
+ 19.04%
$95.81 - $137.79 $213K - $306K
13.9K $1.89M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
9.54K
+ 31.27%
$54.27 - $63.01 $518K - $601K
40K $2.51M
XYL
Xylem Inc.

Industrials
2.08K
+ 5.1%
$102.86 - $129.5 $213K - $269K
42.8K $5.53M
MCB
Metropolitan Bank Holding Corp.

Financial Services
8.27K
+ 128.05%
$48.93 - $70.14 $405K - $580K
14.7K $1.03M
EWBC
East West Bancorp Inc

Financial Services
4.34K
+ 21.22%
$71.03 - $101.75 $309K - $442K
24.8K $2.51M
EXEL
Exelixis, Inc.

Healthcare
1.07K
+ 1.24%
$34.13 - $46.26 $36.6K - $49.6K
87.4K $3.85M
NTRA
Natera, Inc.

Healthcare
2.52K
+ 29.23%
$132.23 - $171.87 $333K - $433K
11.1K $1.88M
PJT
Pjt Partners Inc.

Financial Services
2.63K
+ 31.69%
$125.44 - $166.41 $330K - $438K
10.9K $1.81M
CHK
Chesapeake Energy Corp

Energy
7.7K
+ 21.77%
N/A
43.1K $3.69M
ECPG
Encore Capital Group Inc

Financial Services
16.3K
+ 254.3%
$27.13 - $40.91 $443K - $668K
22.8K $880K
AFRM
Affirm Holdings, Inc.

Technology
2.55K
+ 12.67%
$35.75 - $69.14 $91.3K - $177K
22.7K $1.57M
MYRG
Myr Group Inc.

Industrials
367
+ 4.23%
$101.85 - $182.61 $37.4K - $67K
9.03K $1.64M
PNFP
Pinnacle Financial Partners Inc

Financial Services
5.08K
+ 23.02%
$87.19 - $111.51 $443K - $566K
27.1K $3M
ET
Energy Transfer LP

Energy
62.2K
+ 6.02%
$15.65 - $18.93 $973K - $1.18M
1.1M $19.9M
PI
Impinj Inc

Technology
2.17K
+ 10.77%
$62.54 - $125.05 $136K - $271K
22.3K $2.48M
TFII
Tfi International Inc.

Industrials
6.39K
+ 103.73%
$73.75 - $91.79 $471K - $586K
12.5K $1.12M
EQBK
Equity Bancshares Inc

Financial Services
18.5K
+ 21.64%
N/A
104K $3.64M
ELAN
Elanco Animal Health Inc

Healthcare
36.8K
+ 115.23%
$8.1 - $14.3 $298K - $526K
68.7K $981K
GNRC
Generac Holdings Inc.

Industrials
1.08K
+ 3.62%
$101.92 - $143.21 $110K - $154K
30.8K $4.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.61K
+ 2.91%
$23.4 - $29.68 $108K - $137K
163K $4.83M
PAYC
Paycom Software, Inc.

Technology
2.28K
+ 24.82%
$193.07 - $265.71 $439K - $604K
11.4K $2.65M
MORN
Morningstar, Inc.

Financial Services
1.94K
+ 75.33%
$255.31 - $313.93 $494K - $608K
4.51K $1.41M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.97K
+ 9.87%
$137.62 - $174.44 $408K - $517K
33K $5.4M
AVLV
American Centy ETF Tr Avantis
5.14K
+ 5.27%
$56.85 - $68.21 $292K - $350K
103K $7M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4.41K
+ 15.9%
$86.58 - $104.98 $382K - $463K
32.2K $3.38M
IDV
Ishares Tr

ETFs
3.74K
+ 2.58%
$27.79 - $34.84 $104K - $130K
148K $5.12M
BMRC
Bank Of Marin Bancorp

Financial Services
26.8K
+ 101.07%
$19.65 - $23.1 $527K - $620K
53.4K $1.22M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
6.37K
+ 89.51%
$89.28 - $103.69 $569K - $661K
13.5K $1.34M
MOS
Mosaic CO

Basic Materials
10.5K
+ 39.65%
$22.76 - $36.95 $238K - $387K
36.9K $1.34M
DEO
Diageo PLC

Consumer Defensive
7.58K
+ 22.47%
$99.86 - $115.75 $757K - $878K
41.3K $4.17M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
914
+ 0.9%
$67.22 - $81.54 $61.4K - $74.5K
102K $8.32M
IMO
Imperial Oil LTD

Energy
3.64K
+ 7.67%
$60.22 - $81.91 $219K - $298K
51.2K $4.07M
FFIV
F5, Inc.

Technology
1.47K
+ 21.31%
$239.25 - $295.9 $351K - $434K
8.35K $2.46M
RGLD
Royal Gold Inc

Basic Materials
2.72K
+ 27.99%
$155.48 - $186.71 $423K - $508K
12.5K $2.21M
ESE
Esco Technologies Inc

Technology
257
+ 1.48%
$139.86 - $194.5 $35.9K - $50K
17.7K $3.39M
MLI
Mueller Industries Inc

Industrials
5.02K
+ 7.54%
$68.45 - $79.6 $343K - $399K
71.5K $5.69M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
29.2K
+ 44.29%
$5.99 - $11.1 $175K - $324K
95.2K $1.04M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
3.07K
+ 90.92%
$140.37 - $177.56 $430K - $544K
6.44K $1.11M
TGT
Target Corp

Consumer Defensive
22.1K
+ 8.06%
$88.76 - $105.77 $1.96M - $2.34M
296K $29.2M
SYNA
Synaptics Inc

Technology
9.18K
+ 61.54%
$42.92 - $66.11 $394K - $607K
24.1K $1.56M
POST
Post Holdings, Inc.

Consumer Defensive
5.8K
+ 207.25%
$107.47 - $118.46 $623K - $687K
8.6K $937K
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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