Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KURA
Kura Oncology, Inc.

Healthcare
69K
+ 102.47%
$5.55 - $6.92 $383K - $477K
136K $786K
GHM
Graham Corp

Industrials
3.83K
+ 52.5%
$26.62 - $50.6 $102K - $194K
11.1K $550K
JHG
Janus Henderson Group PLC

Financial Services
5.43K
+ 11.39%
$29.47 - $38.84 $160K - $211K
53.1K $2.06M
CHDN
Churchill Downs Inc

Consumer Cyclical
3.77K
+ 87.37%
$87.99 - $111.79 $332K - $421K
8.09K $816K
NEU
Newmarket Corp

Basic Materials
271
+ 22.58%
$519.95 - $690.86 $141K - $187K
1.47K $1.02M
MGRC
Mcgrath Rentcorp

Industrials
2.65K
+ 40.82%
$101.45 - $118.14 $269K - $313K
9.14K $1.06M
GABC
German American Bancorp, Inc.

Financial Services
8.3K
+ 50.88%
$34.32 - $39.88 $285K - $331K
24.6K $948K
CMS
Cms Energy Corp

Utilities
8.39K
+ 19.92%
$68.57 - $75.51 $575K - $634K
50.5K $3.5M
FHN
First Horizon Corp

Financial Services
6.86K
+ 6.42%
$16.21 - $21.2 $111K - $145K
114K $2.41M
ALK
Alaska Air Group, Inc.

Industrials
6.24K
+ 6.24%
$41.01 - $54.88 $256K - $342K
106K $5.26M
INFA
Informatica Inc.

Technology
10K
+ 77.69%
$15.86 - $24.35 $159K - $243K
22.9K $556K
CNX
Cnx Resources Corp

Energy
6.68K
+ 13.65%
$28.13 - $34.85 $188K - $233K
55.6K $1.87M
HROW
Harrow Health, Inc.

Healthcare
6.74K
+ 21.76%
$22.2 - $31.61 $150K - $213K
37.7K $1.15M
LEG
Leggett & Platt Inc

Consumer Cyclical
27.4K
+ 33.26%
$6.56 - $9.72 $180K - $266K
110K $978K
CNM
Core & Main, Inc.

Industrials
3.66K
+ 41.88%
$44.53 - $60.36 $163K - $221K
12.4K $748K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
9.31K
+ 67.61%
$29.61 - $35.32 $276K - $329K
23.1K $748K
COGT
Cogent Biosciences, Inc.

Healthcare
43.2K
+ 411.48%
$4.02 - $7.51 $174K - $324K
53.7K $385K
LITE
Lumentum Holdings Inc.

Technology
7
+ 0.07%
$49.56 - $95.06 $347 - $665
9.8K $931K
LBRDA
Liberty Broadband Corp

Communication Services
523
+ 2.49%
$72.28 - $100.2 $37.8K - $52.4K
21.5K $2.1M
AKAM
Akamai Technologies Inc

Technology
3.52K
+ 18.16%
N/A
22.9K $2.08M
AGI
Alamos Gold Inc

Basic Materials
12.1K
+ 41.21%
$23.81 - $30.33 $287K - $366K
41.3K $1.1M
HTHT
Huazhu Group LTD

Consumer Cyclical
13K
+ 31.86%
$30.82 - $37.95 $399K - $492K
53.6K $1.82M
IMOS
Chipmos Technologies Inc

Technology
15.2K
+ 50.28%
$13.71 - $20.05 $208K - $304K
45.3K $820K
CHRD
Oasis Petroleum Inc.

Energy
5.75K
+ 37.47%
$82.03 - $113.54 $472K - $653K
21.1K $2.04M
SOUN
Soundhound Ai, Inc.

Technology
9.24K
+ 11.41%
$7.18 - $11.76 $66.3K - $109K
90.2K $968K
ACHR
Archer Aviation Inc.

Industrials
1.65K
+ 2.11%
$6.2 - $13.3 $10.2K - $22K
79.8K $865K
IT
Gartner Inc

Technology
1.21K
+ 10.54%
$377.5 - $449.52 $455K - $542K
12.6K $5.11M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 6.36%
$40.94 - $52.1 $85.8K - $109K
35.1K $1.83M
ATKR
Atkore Inc.

Industrials
1.7K
+ 9.48%
$52.02 - $71.15 $88.3K - $121K
19.6K $1.38M
GTY
Getty Realty Corp

Real Estate
12.7K
+ 104.19%
$27.38 - $30.93 $349K - $394K
25K $690K
XLP
Consumer Staples Sector Spdr

ETFs
4.05K
+ 2.4%
N/A
173K $13.1M
SGH
Smart Global Holdings, Inc.

Technology
17.8K
+ 79.46%
N/A
40.2K $695K
CRSP
Crispr Therapeutics Ag

Healthcare
2.26K
+ 16.67%
$31.27 - $48.64 $70.8K - $110K
15.8K $770K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
10.5K
+ 17.6%
$13.24 - $18.0 $139K - $189K
70.1K $1.19M
CCNE
Cnb Financial Corp

Financial Services
12.8K
+ 52.11%
$20.27 - $23.32 $259K - $298K
37.3K $852K
WEN
Wendy'S CO

Consumer Cyclical
87.7K
+ 40.47%
$11.11 - $14.72 $975K - $1.29M
304K $3.48M
DAR
Darling Ingredients Inc.

Consumer Defensive
5.53K
+ 39.58%
$27.63 - $38.64 $153K - $214K
19.5K $740K
CMP
Compass Minerals International Inc

Basic Materials
3.06K
+ 13.7%
$9.12 - $20.29 $27.9K - $62.1K
25.4K $510K
WDFC
Wd 40 CO

Basic Materials
1.78K
+ 27.47%
$217.49 - $248.93 $386K - $442K
8.24K $1.88M
CUZ
Cousins Properties Inc

Real Estate
9.38K
+ 24.78%
$25.15 - $30.53 $236K - $286K
47.2K $1.42M
STEP
Step Stone Group Inc.

Financial Services
3.52K
+ 10.79%
$42.46 - $60.26 $150K - $212K
36.2K $2.01M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.52K
+ 4.58%
$25.97 - $33.21 $65.4K - $83.6K
57.5K $1.91M
COLL
Collegium Pharmaceutical, Inc

Healthcare
10.3K
+ 83.45%
$24.67 - $30.44 $254K - $314K
22.7K $669K
HLI
Houlihan Lokey, Inc.

Financial Services
899
+ 12.06%
$141.59 - $182.75 $127K - $164K
8.35K $1.5M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.63K
+ 12.27%
$90.5 - $114.3 $147K - $186K
14.9K $1.7M
PRGO
Perrigo CO PLC

Healthcare
12.4K
+ 51.49%
$24.36 - $27.91 $301K - $345K
36.4K $971K
KELYA
Kelly Services Inc

Industrials
32.7K
+ 56.7%
$11.05 - $13.28 $361K - $434K
90.3K $1.06M
SSRM
Ssr Mining Inc.

Basic Materials
4.45K
+ 5.03%
$9.09 - $13.07 $40.5K - $58.2K
93.1K $1.19M
EQIX
Equinix Inc

Real Estate
608
+ 6.47%
$740.07 - $914.43 $450K - $556K
10K $7.96M
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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