Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WOR
Worthington Industries Inc

Industrials
1.35K
+ 6.58%
$52.79 - $67.39 $71.1K - $90.7K
21.8K $1.21M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
131
+ 0.33%
$59.29 - $62.87 $7.77K - $8.24K
40.2K $2.41M
GOGO
Gogo Inc.

Communication Services
1.3K
+ 7.55%
$8.5 - $16.54 $11.1K - $21.5K
18.6K $159K
LPLA
Lpl Financial Holdings Inc.

Financial Services
622
+ 8.73%
$332.69 - $399.0 $207K - $248K
7.75K $2.58M
SUN
Sunoco LP

Energy
706
+ 1.93%
$48.42 - $55.31 $34.2K - $39K
37.3K $1.87M
SAIC
Science Applications International Corp

Technology
2.96K
+ 10.05%
$97.2 - $120.6 $288K - $357K
32.5K $3.22M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.48K
+ 9.13%
$93.1 - $110.49 $138K - $164K
17.7K $1.65M
MGPI
Mgp Ingredients Inc

Consumer Defensive
1.29K
+ 5.81%
$24.19 - $32.87 $31.3K - $42.5K
23.6K $569K
JJSF
J&J Snack Foods Corp

Consumer Defensive
2.21K
+ 12.23%
$95.27 - $119.44 $211K - $264K
20.3K $1.95M
TTEK
Tetra Tech Inc

Industrials
6.71K
+ 5.33%
$33.1 - $38.34 $222K - $257K
133K $4.42M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
2.28K
+ 2.65%
$7.55 - $9.06 $17.2K - $20.7K
88.5K $671K
SLAB
Silicon Laboratories Inc.

Technology
996
+ 6.95%
$123.76 - $153.48 $123K - $153K
15.3K $2.01M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
18
+ 0.04%
$24.0 - $27.1 $432 - $488
48.3K $1.2M
INVA
Innoviva, Inc.

Healthcare
461
+ 0.76%
$18.17 - $20.92 $8.38K - $9.64K
61.4K $1.12M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
654
+ 0.87%
$42.56 - $49.08 $27.8K - $32.1K
75.8K $3.25M
OWL
Blue Owl Capital Inc.

Financial Services
4.36K
+ 5.48%
$16.93 - $20.8 $73.8K - $90.7K
84K $1.42M
PR
Permian Resources Corporation

Energy
12.1K
+ 3.7%
$12.8 - $14.51 $155K - $176K
340K $4.35M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
225
+ 2.17%
$18.16 - $34.55 $4.09K - $7.77K
10.6K $192K
INSP
Inspire Medical Systems, Inc.

Healthcare
371
+ 13.28%
$74.2 - $139.25 $27.5K - $51.7K
3.16K $234K
BROS
Dutch Bros Inc.

Consumer Cyclical
2.11K
+ 14.16%
$52.34 - $74.24 $110K - $156K
17K $889K
EMN
Eastman Chemical CO

Basic Materials
4.75K
+ 12.81%
$58.79 - $81.56 $279K - $387K
41.8K $2.64M
NOG
Northern Oil & Gas, Inc.

Energy
6.81K
+ 8.0%
$23.13 - $31.07 $158K - $212K
92K $2.28M
IBN
Icici Bank LTD

Financial Services
1.06K
+ 2.1%
$30.23 - $34.41 $32.2K - $36.6K
51.6K $1.56M
CRM
Salesforce, Inc.

Technology
39.9K
+ 14.83%
$231.66 - $273.65 $9.24M - $10.9M
309K $73.2M
ERIE
Erie Indemnity CO

Financial Services
261
+ 3.13%
$312.95 - $368.96 $81.7K - $96.3K
8.6K $2.74M
UGI
Ugi Corp

Utilities
383
+ 0.72%
$32.64 - $37.14 $12.5K - $14.2K
53.8K $1.79M
NICE
Nice Ltd.

Technology
479
+ 4.97%
$127.85 - $171.98 $61.2K - $82.4K
10.1K $1.47M
CE
Celanese Corp

Basic Materials
705
+ 4.77%
$39.94 - $62.39 $28.2K - $44K
15.5K $651K
NSIT
Insight Enterprises Inc

Technology
135
+ 1.8%
$111.76 - $146.66 $15.1K - $19.8K
7.63K $865K
IPAR
Inter Parfums Inc

Consumer Defensive
172
+ 3.04%
$98.38 - $138.55 $16.9K - $23.8K
5.84K $574K
TPL
Texas Pacific Land Corp

Energy
714
+ 10.33%
$854.83 - $1075.97 $610K - $768K
7.63K $7.12M
FFIN
First Financial Bankshares Inc

Financial Services
130
+ 0.16%
$33.62 - $37.98 $4.37K - $4.94K
83.7K $2.82M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.26K
+ 6.38%
$85.84 - $99.09 $366K - $422K
71K $6.22M
KT
Kt Corp

Communication Services
2.21K
+ 1.15%
$19.32 - $21.38 $42.7K - $47.3K
195K $3.81M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.42K
+ 11.03%
$184.73 - $220.27 $633K - $754K
34.5K $6.56M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
457
+ 1.69%
$68.93 - $83.01 $31.5K - $37.9K
27.6K $1.93M
CBSH
Commerce Bancshares Inc

Financial Services
6.85K
+ 2.65%
$58.61 - $66.11 $401K - $453K
265K $15.9M
AVPT
Ave Point, Inc.

Technology
9.12K
+ 10.68%
$14.33 - $19.31 $131K - $176K
94.6K $1.42M
KMX
Carmax Inc

Consumer Cyclical
7.63K
+ 29.49%
$44.86 - $71.57 $342K - $546K
33.5K $1.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
11K
+ 13.21%
$138.59 - $171.12 $1.53M - $1.89M
94.6K $13.3M
WING
Wingstop Inc.

Consumer Cyclical
194
+ 5.29%
$247.44 - $377.34 $48K - $73.2K
3.86K $970K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.15K
+ 5.01%
$118.35 - $142.11 $136K - $163K
24.1K $2.99M
ALIT
Alight, Inc.

Technology
22.7K
+ 14.84%
$3.07 - $5.98 $69.6K - $135K
175K $571K
TRGP
Targa Resources Corp.

Energy
25
+ 0.05%
$160.52 - $174.4 $4.01K - $4.36K
46.5K $7.8M
TMDX
Trans Medics Group, Inc.

Healthcare
918
+ 4.94%
$103.61 - $132.04 $95.1K - $121K
19.5K $2.19M
TW
Tradeweb Markets Inc.

Financial Services
296
+ 3.02%
$110.5 - $146.12 $32.7K - $43.3K
10.1K $1.12M
AXON
Axon Enterprise, Inc.

Industrials
2.84K
+ 13.19%
$698.02 - $870.97 $1.98M - $2.48M
24.4K $17.5M
ARCC
Ares Capital Corp

Financial Services
2.99K
+ 1.15%
$20.41 - $23.25 $61K - $69.5K
264K $5.39M
DOW
Dow Inc.

Basic Materials
19.3K
+ 8.59%
$20.87 - $30.37 $404K - $588K
244K $5.61M
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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