Position in BOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,302
-$29,611 QoQ
Shares Held
10,726
-24.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 137 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Creative Planning holds $103,258,386 across 15 Conglomerates names. BOC ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
171,262 | $38,345,561 | |
| 2 | MMM |
3M Co
|
231,101 | $37,417,562 | |
| 3 | VMI |
Valmont Industries Inc
|
13,985 | $8,077,736 | |
| 4 | GHC |
Graham Holdings Co
|
5,450 | $6,220,738 | |
| 5 | SEB |
Seaboard Corp /De/
|
1,266 | $5,651,841 | |
| 6 | BBUC |
Brookfield Business Corp
|
75,833 | $2,263,614 | |
| 7 | DLX |
Deluxe Corp
|
87,391 | $2,086,896 | |
| 8 | TTI |
Tetra Technologies Inc
|
101,165 | $1,146,198 |
All Filings in BOC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,302 | 10,726 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $175,913 | 14,221 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $172,131 | 11,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,091 | 218 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $254,857 | 16,485 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $165,013 | 10,068 | Shares | Defined | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||