Creative Planning

Position in AVT — Avnet Inc

CIK 1540235 OVERLAND PARK, KS

Position in AVT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,349,459

+$4,688,523 QoQ

Shares Held

105,263

+39.2% QoQ

Ownership

0.128%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#90

of 507 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Creative Planning holds $40,386,005 across 7 Electronics & Computer Distribution names. AVT ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNX	Td Synnex Corp	43,583	$11,651,478
2	AVT	Avnet Inc This page	105,263	$9,349,459
3	ARW	Arrow Electronics, Inc.	33,762	$7,205,148
4	SCSC	Scansource, Inc.	104,326	$5,434,341
5	NSIT	Insight Enterprises Inc	36,510	$4,446,918
6	CNXN	Pc Connection Inc	27,663	$2,019,121
7	CLMB	Climb Global Solutions, Inc.	12,044	$279,540

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,349,459	105,263	+39.2%	Shares	Defined	2026-08-13
2026-03-31	$4,660,936	75,640	+28.1%	Shares	Sole	2026-05-12
2025-12-31	$2,839,460	59,057	+7.6%	Shares	Sole	2026-02-17
2025-09-30	$2,869,230	54,882	+17.3%	Shares	Sole	2025-11-14
2025-06-30	$2,483,400	46,786	+72.7%	Shares	Sole	2025-08-08
2025-03-31	$1,302,758	27,090	+9.3%	Shares	Sole	2025-05-15
2024-12-31	$1,296,488	24,780	+18.2%	Shares	Defined	2025-02-14
2024-09-30	$1,138,609	20,965	+7.3%	Shares	Defined	2024-10-11
2024-06-30	$1,006,061	19,539	+12.2%	Shares	Defined	2024-08-15
2024-03-31	$863,534	17,417	+8.5%	Shares	Defined	2024-05-13
2023-12-31	$808,768	16,047	+24.1%	Shares	Defined	2024-02-14
2023-09-30	$623,144	12,931	+15.5%	Shares	Defined	2023-11-16
2023-06-30	$564,736	11,194	+121.7%	Shares	Defined	2023-07-21
2023-03-31	$228,260	5,050	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.