Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COHU
Cohu Inc

Technology
10.3K
+ 16.73%
$13.33 - $19.7 $137K - $203K
71.9K $1.38M
ACT
Enact Holdings, Inc.

Financial Services
12.2K
+ 130.67%
$31.91 - $37.44 $391K - $458K
21.6K $802K
ENR
Energizer Holdings, Inc.

Industrials
32.8K
+ 173.8%
$19.83 - $29.97 $650K - $982K
51.6K $1.04M
PINC
Premier, Inc.

Healthcare
16.7K
+ 40.37%
$18.94 - $23.3 $316K - $389K
58K $1.27M
BMBL
Bumble Inc.

Technology
67.3K
+ 488.08%
$3.65 - $6.59 $246K - $443K
81K $534K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
10.6K
+ 10.93%
$26.27 - $28.07 $279K - $298K
108K $3.02M
AWR
American States Water CO

Utilities
6.51K
+ 48.79%
$75.1 - $81.3 $489K - $529K
19.9K $1.52M
ALLE
Allegion PLC

Industrials
1.98K
+ 14.62%
$118.52 - $145.64 $235K - $289K
15.6K $2.24M
IMKTA
Ingles Markets Inc

Consumer Defensive
7.56K
+ 125.15%
$59.82 - $65.64 $452K - $497K
13.6K $862K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.3K
+ 8.3%
$69.3 - $105.57 $90K - $137K
17K $1.67M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
5.52K
+ 26.42%
$37.6 - $52.03 $207K - $287K
26.4K $1.37M
WPP
Wpp PLC

Communication Services
14.8K
+ 83.34%
$32.03 - $40.64 $475K - $602K
32.6K $1.14M
MGM
Mgm Resorts International

Consumer Cyclical
577
+ 0.61%
$25.79 - $34.95 $14.9K - $20.2K
94.8K $3.26M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
44.2K
+ 103.73%
$2.39 - $6.79 $106K - $300K
86.7K $588K
WTFC
Wintrust Financial Corp

Financial Services
2.48K
+ 17.86%
$95.17 - $124.21 $236K - $308K
16.3K $2.03M
TW
Tradeweb Markets Inc.

Financial Services
3.27K
+ 50.05%
$125.37 - $149.02 $409K - $487K
9.79K $1.43M
CNK
Cinemark Holdings, Inc.

Communication Services
12.6K
+ 80.24%
$24.54 - $33.77 $310K - $426K
28.4K $855K
EWA
Ishares Msci Australia ETF

ETFs
10.9K
+ 17.7%
$20.82 - $26.71 $226K - $290K
72.2K $1.9M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
632
+ 3.82%
$153.22 - $199.8 $96.8K - $126K
17.2K $3.22M
OTEX
Open Text Corp

Technology
13.2K
+ 66.26%
$23.04 - $29.2 $303K - $384K
33K $963K
HSY
Hershey CO

Consumer Defensive
5.13K
+ 6.67%
$151.29 - $173.13 $776K - $888K
82.1K $13.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
690
+ 2.27%
$186.58 - $225.78 $129K - $156K
31.1K $6.77M
DHIL
Diamond Hill Investment Group Inc

Financial Services
3.13K
+ 139.32%
$125.49 - $145.8 $393K - $457K
5.38K $781K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.1K
+ 7.43%
$47.42 - $51.67 $526K - $573K
160K $8.14M
KWR
Quaker Chemical Corp

Basic Materials
4.76K
+ 72.63%
$97.26 - $124.36 $463K - $592K
11.3K $1.27M
PAX
Patria Investments LTD

Financial Services
25.3K
+ 69.72%
$9.68 - $14.06 $245K - $356K
61.6K $865K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
10.7K
+ 37.83%
$34.1 - $47.63 $363K - $507K
38.8K $1.74M
MTZ
Mastec Inc

Industrials
1.03K
+ 19.91%
$106.07 - $171.99 $110K - $178K
6.22K $1.06M
MT
Arcelor Mittal

Basic Materials
8.77K
+ 13.45%
$23.47 - $31.65 $206K - $278K
74K $2.34M
USPH
U S Physical Therapy Inc

Healthcare
5.46K
+ 114.8%
$65.08 - $79.84 $355K - $436K
10.2K $799K
MFC
Manulife Financial Corp

Financial Services
8.51K
+ 3.83%
$26.93 - $32.44 $229K - $276K
231K $7.38M
LAMR
Lamar Advertising CO

Real Estate
2.91K
+ 22.04%
$102.35 - $121.67 $297K - $353K
16.1K $1.95M
UEC
Uranium Energy Corp

Energy
35.6K
+ 34.07%
$4.0 - $7.05 $142K - $251K
140K $952K
XRX
Xerox Holdings Corp

Technology
81.1K
+ 148.99%
$3.64 - $5.95 $295K - $483K
136K $714K
PSMT
Pricesmart Inc

Consumer Defensive
2.77K
+ 29.45%
$82.12 - $108.35 $227K - $300K
12.2K $1.28M
NVAX
Novavax Inc

Healthcare
72.2K
+ 214.56%
$5.43 - $7.74 $392K - $559K
106K $666K
RYAAY
Ryanair Holdings PLC

Industrials
4.81K
+ 42.53%
$39.21 - $57.84 $188K - $278K
16.1K $928K
SCL
Stepan CO

Basic Materials
8.22K
+ 90.82%
$45.26 - $56.69 $372K - $466K
17.3K $943K
WOR
Worthington Industries Inc

Industrials
3.32K
+ 19.38%
$44.09 - $63.81 $146K - $212K
20.5K $1.3M
CLH
Clean Harbors Inc

Industrials
1.33K
+ 32.87%
$182.1 - $233.5 $241K - $309K
5.36K $1.24M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1
+ 0.0%
$52.66 - $64.01 $52.7 - $64
93.9K $6.01M
BYRN
Byrna Technologies Inc.

Industrials
7.92K
+ 56.15%
$14.96 - $33.14 $119K - $263K
22K $680K
MP
Mp Materials Corp.

Basic Materials
1.39K
+ 3.11%
$18.77 - $37.74 $26.2K - $52.6K
46.2K $1.54M
WRLD
World Acceptance Corp

Financial Services
2.01K
+ 70.59%
$112.54 - $169.1 $226K - $339K
4.85K $800K
SNV
Synovus Financial Corp

Financial Services
3.53K
+ 6.88%
$38.27 - $51.75 $135K - $183K
54.9K $2.84M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
9.51K
+ 39.92%
$38.16 - $46.72 $363K - $444K
33.3K $1.47M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.83K
+ 87.01%
$66.89 - $111.18 $189K - $315K
6.09K $676K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
4.89K
+ 39.64%
$46.95 - $68.11 $230K - $333K
17.2K $1.09M
OEF
Ishares S&P 100 ETF

ETFs
1.64K
+ 3.7%
N/A
45.9K $12.2M
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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