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Creative Planning

Position in BBUC — Brookfield Business Corp

CIK 1540235 OVERLAND PARK, KS

Position in BBUC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$2,653,678
-$701,783 QoQ
Shares Held
83,871
-10.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 135 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0.7940766176628394.ToString("F0")% Shared 0.ToString("F0")% None 99.20592338233716.ToString("F0")%

Common Shares in BBUC Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Mar 31, 2026

Creative Planning holds $139,562,223 across 13 Conglomerates names. BBUC ranks #7 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 BBUC
Brookfield Business Corp
This page
83,871 $2,653,678

All Filings in BBUC

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,653,678 83,871
2025-12-31 $3,355,461 93,519
2025-09-30 $3,112,320 92,822
2025-06-30 $2,528,011 81,026
2025-03-31 $1,798,952 67,579
2024-12-31 $1,407,952 58,036
2024-09-30 $1,207,708 47,679
2024-06-30 $569,245 27,877
2024-03-31 $259,577 10,753