Creative Planning

Position in AXTI — Axt Inc

CIK 1540235 OVERLAND PARK, KS

Position in AXTI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,303,302

+$1,654,338 QoQ

Shares Held

40,423

+1.8% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Creative Planning holds $529,558,880 across 24 Semiconductor Equipment & Materials names. AXTI ranks #17 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	634,638	$216,912,921
2	LRCX	Lam Research Corp	714,502	$152,660,496
3	ASML	Asml Holding NV	51,856	$68,492,959
4	TER	Teradyne, Inc	59,298	$17,579,485
5	KLAC	Kla Corp	56,276	$8,286,133
6	ONTO	Onto Innovation Inc.	39,555	$8,111,543
7	Q	Qnity Electronics, Inc.	65,819	$7,594,196
8	ACLS	Axcelis Technologies Inc	77,712	$7,233,432

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,303,302	40,423	+1.8%	Shares	Sole	2026-05-12
2025-12-31	$648,964	39,692	-3.3%	Shares	Sole	2026-02-17
2025-09-30	$184,305	41,048	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$85,947	41,123	-21.6%	Shares	Sole	2025-08-08
2024-09-30	$126,924	52,448	0.0%	Shares	Sole	2024-10-11
2023-12-31	$125,875	52,448	-36.4%	Shares	Sole	2024-02-14
2023-09-30	$197,875	82,448	+31.7%	Shares	Sole	2023-11-16
2023-06-30	$215,295	62,586	+45.5%	Shares	Sole	2023-07-21
2022-09-30	$288,220	43,018	-18.6%	Shares	Sole	2022-11-03
2022-06-30	$309,513	52,818	+39.7%	Shares	Sole	2022-08-15
2022-03-31	$265,482	37,818	-0.4%	Shares	Sole	2022-05-16
2021-12-31	$334,498	37,968	0.0%	Shares	Sole	2022-02-11
2021-09-30	$316,273	37,968	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.