Portfolio diff
Creative Planning
Q1 2026 ⇄ Q2 2026
+150Added
−127Removed
200Resized
101Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| SDVY FIRST TR EXCHANGE… | 9.45K | 193.47K | +1948.4% |
| BKNG BOOKING HOLDINGS INC | 11.92K | 211.76K | +1676.6% |
| CVNA CARVANA CO | 27.40K | 368.69K | +1245.7% |
| VITL VITAL FARMS INC | 16.20K | 182.66K | +1027.9% |
| KLAC KLA CORP | 56.28K | 573.64K | +919.3% |
| VGT VANGUARD WORLD FD | 159.80K | 1.33M | +732.5% |
| XNTK SPDR SERIES TRUST | 3.50K | 26.46K | +655.1% |
| VRRM VERRA MOBILITY CORP | 88.41K | 658.83K | +645.2% |
| VOOG VANGUARD ADMIRAL FDS INC | 21.87K | 139.80K | +539.2% |
| SBS COMPANHIA DE SANEAMENTO… | 45.13K | 286.97K | +535.8% |
| VUG VANGUARD INDEX FDS | 360.94K | 2.25M | +523.7% |
| EFOR EVERFORTH INC | 45.60K | 269.32K | +490.6% |
| ALT ALTIMMUNE INC | 39.23K | 218.28K | +456.4% |
| NSPR INSPIREMD INC | 19.71K | 108.96K | +452.7% |
| GO GROCERY OUTLET HLDG CORP | 34.78K | 192.01K | +452.0% |
| MNSO MINISO GROUP HLDG LTD | 39.83K | 217.57K | +446.3% |
| JELD JELD-WEN HLDG INC | 11.81K | 63.01K | +433.5% |
| EQX EQUINOX GOLD CORP | 46.84K | 247.88K | +429.2% |
| QDEL QUIDELORTHO CORP | 36.49K | 187.39K | +413.5% |
| GRAL GRAIL INC | 9.48K | 47.66K | +402.8% |
| HDV ISHARES TR | 153.26K | 765.84K | +399.7% |
| MVST MICROVAST HOLDINGS INC | 17.61K | 87.27K | +395.6% |
| PBI PITNEY BOWES INC | 17.85K | 88.45K | +395.5% |
| FTMH PUTNAM ETF TRUST | 15.78K | 77.76K | +392.9% |
| CPB THE CAMPBELLS COMPANY | 111.18K | 546.99K | +392.0% |
| APOG APOGEE ENTERPRISES INC | 19.11K | 93.87K | +391.2% |
| CRBG COREBRIDGE FINL INC | 12.42K | 60.69K | +388.7% |
| MGK VANGUARD WORLD FD | 134.58K | 652.78K | +385.1% |
| PRGS PROGRESS SOFTWARE CORP | 25.64K | 122.09K | +376.1% |
| YEXT YEXT INC | 44.66K | 209.22K | +368.4% |
| IQ IQIYI INC | 26.43K | 120.91K | +357.6% |
| FRMI FERMI INC | 29.87K | 133.88K | +348.2% |
| NBHC NATIONAL BK HLDGS CORP | 10.32K | 46.27K | +348.2% |
| BUR BURFORD CAPITAL LIMITED | 27.13K | 120.75K | +345.1% |
| ACCO ACCO BRANDS CORP | 103.57K | 454.11K | +338.5% |
| LAB STANDARD BIOTOOLS INC | 18.47K | 80.33K | +335.0% |
| UPWK UPWORK INC | 44.09K | 189.48K | +329.7% |
| TROW PRICE T ROWE GROUP INC | 97.88K | 420.49K | +329.6% |
| WABC WESTAMERICA… | 5.70K | 24.36K | +327.5% |
| SNAP SNAP INC | 88.37K | 377.68K | +327.4% |
| EPAC ENERPAC TOOL GROUP CORP | 7.18K | 30.64K | +326.5% |
| AIV APARTMENT INVT & MGMT CO | 10.67K | 44.92K | +321.2% |
| TOI THE ONCOLOGY INSTITUTE… | 26.21K | 109.92K | +319.4% |
| BLKB BLACKBAUD INC | 16.78K | 70.01K | +317.1% |
| RM REGIONAL MGMT CORP | 11.72K | 47.83K | +307.9% |
| AMSF AMERISAFE INC | 44.77K | 180.62K | +303.4% |
| ILCB ISHARES TR | 8.08K | 32.55K | +302.9% |
| BBD BANCO BRADESCO S A | 34.43K | 138.05K | +301.0% |
| IWF ISHARES TR | 471.35K | 1.87M | +296.5% |
| ATYR ATYR PHARMA INC | 10.51K | 41.59K | +295.8% |
| VO VANGUARD INDEX FDS | 8.31M | 32.71M | +293.6% |
| GGN GAMCO GLOBAL GOLD NAT… | 21.14K | 82.98K | +292.6% |
| MDXG MIMEDX GROUP INC | 135.35K | 520.96K | +284.9% |
| ORC ORCHID IS CAP INC | 36.52K | 138.62K | +279.5% |
| ORGO ORGANOGENESIS HLDGS INC | 22.36K | 84.43K | +277.7% |
| BBW BUILD-A-BEAR WORKSHOP… | 8.86K | 33.40K | +277.2% |
| POWL POWELL INDS INC | 4.56K | 17.01K | +273.2% |
| RNGR RANGER ENERGY SVCS INC | 40.32K | 150.04K | +272.1% |
| GPOR GULFPORT ENERGY CORP | 6.81K | 25.32K | +272.0% |
| FRBA FIRST BK WILLIAMSTOWN… | 10.84K | 40.27K | +271.6% |
| MKC MCCORMICK & CO INC | 95.16K | 348.55K | +266.3% |
| KELYA KELLY SVCS INC | 10.62K | 38.75K | +265.0% |
| AS AMER SPORTS INC | 56.58K | 204.73K | +261.8% |
| LPL LG DISPLAY CO LTD | 909.22K | 3.27M | +260.2% |
| MBC MASTERBRAND INC | 118.57K | 425.55K | +258.9% |
| AVTR AVANTOR INC | 131.60K | 471.65K | +258.4% |
| VSTM VERASTEM INC | 13.32K | 47.59K | +257.2% |
| M MACYS INC | 103.27K | 367.41K | +255.8% |
| REPL REPLIMUNE GROUP INC | 49.08K | 174.16K | +254.9% |
| DUOL DUOLINGO INC | 14.48K | 50.53K | +249.0% |
| TME TENCENT MUSIC ENTMT… | 194.20K | 675.13K | +247.7% |
| FRST PRIMIS FINANCIAL CORP | 12.99K | 44.82K | +244.9% |
| WCN WASTE CONNECTIONS INC | 18.19K | 62.15K | +241.7% |
| DCGO DOCGO INC | 10.98K | 37.45K | +241.2% |
| RBRK RUBRIK INC. | 29.64K | 98.09K | +230.9% |
| INSP INSPIRE MED SYS INC | 11.30K | 37.37K | +230.6% |
| CVBF CVB FINL CORP | 73.07K | 240.28K | +228.8% |
| TDUP THREDUP INC | 44.47K | 146.12K | +228.6% |
| GWRE GUIDEWIRE SOFTWARE INC | 36.84K | 119.43K | +224.2% |
| JBI JANUS INTERNATIONAL… | 51.97K | 167.80K | +222.9% |
| ARM ARM HOLDINGS PLC | 13.62K | 43.63K | +220.3% |
| BAH BOOZ ALLEN HAMILTON… | 14.55K | 46.45K | +219.2% |
| MZTI MARZETTI COMPANY | 16.73K | 53.34K | +218.7% |
| ICFI ICF INTL INC | 11.46K | 36.35K | +217.0% |
| CHE CHEMED CORP NEW | 8.15K | 25.77K | +216.1% |
| AMPH AMPHASTAR… | 16.40K | 51.44K | +213.6% |
| WKC WORLD KINECT CORPORATION | 8.90K | 27.84K | +213.0% |
| VIRT VIRTU FINL INC | 21.72K | 67.28K | +209.7% |
| WING WINGSTOP INC | 3.39K | 10.51K | +209.6% |
| AIG AMERICAN INTL GROUP INC | 73.08K | 226.16K | +209.5% |
| AKBA AKEBIA THREAPEUTICS INC | 176.57K | 545.74K | +209.1% |
| WAL WESTERN ALLIANCE BANCORP | 31.00K | 95.66K | +208.6% |
| GPK GRAPHIC PACKAGING HLDG… | 435.42K | 1.34M | +208.2% |
| HBCP HOMEBANCORP INC | 3.92K | 11.98K | +205.7% |
| TLS TELOS CORP MD | 28.92K | 87.68K | +203.2% |
| ARAY ACCURAY INC DEL | 14.11K | 42.69K | +202.5% |
| OEC ORION S.A. | 52.31K | 157.11K | +200.3% |
| MXCT MAXCYTE INC | 10.97K | 32.94K | +200.3% |
| AMH AMERICAN HOMES 4 RENT | 163.82K | 490.14K | +199.2% |
| RZLT REZOLUTE INC | 39.46K | 117.36K | +197.4% |
| PRGO PERRIGO CO PLC | 71.05K | 210.17K | +195.8% |
| RPD RAPID7 INC | 236.89K | 688.40K | +190.6% |
| DFH DREAM FINDERS HOMES INC | 64.33K | 185.93K | +189.0% |
| SUZ SUZANO S A | 93.03K | 268.67K | +188.8% |
| QLYS QUALYS INC | 29.02K | 82.81K | +185.4% |
| TIC TIC SOLUTIONS INC | 20.54K | 58.13K | +183.0% |
| VPLS VANGUARD MALVERN FDS | 5.21K | 14.69K | +182.2% |
| UPBD UPBOUND GROUP INC | 96.18K | 271.00K | +181.8% |
| RPAY REPAY HLDGS CORP | 40.62K | 113.99K | +180.6% |
| CSGP COSTAR GROUP INC | 97.23K | 272.39K | +180.1% |
| PENN PENN ENTERTAINMENT INC | 37.62K | 104.49K | +177.8% |
| IOSP INNOSPEC INC | 37.63K | 104.22K | +176.9% |
| HLNE HAMILTON LANE INC | 20.89K | 57.71K | +176.3% |
| HRMY HARMONY BIOSCIENCES… | 27.30K | 74.90K | +174.3% |
| MAA MID-AMER APT CMNTYS INC | 78.46K | 213.45K | +172.0% |
| SFD SMITHFIELD FOODS INC | 19.95K | 53.76K | +169.4% |
| BBSI BARRETT BUSINESS SVCS… | 17.55K | 46.70K | +166.1% |
| WHR WHIRLPOOL CORP | 18.89K | 49.92K | +164.3% |
| UPB UPSTREAM BIO INC | 10.85K | 28.48K | +162.5% |
| QQQI NEOS ETF TRUST | 5.42K | 14.21K | +162.1% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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