Position in BRC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,814,657
+$319,044 QoQ
Shares Held
22,337
+17.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0.044768769306531765.ToString("F0")%
Shared 0.ToString("F0")%
None 99.95523123069347.ToString("F0")%
Common Shares in BRC Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026Creative Planning holds $15,018,804 across 9 Security & Protection Services names. BRC ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADT |
ADT Inc.
|
577,170 | $3,792,006 | |
| 2 | ALLE |
Allegion plc
|
21,424 | $3,112,692 | |
| 3 | BCO |
Brinks Co
|
24,506 | $2,539,556 | |
| 4 | BRC |
Brady Corp
This page
|
22,337 | $1,814,657 | |
| 5 | NSSC |
Napco Security Technologies, Inc
|
37,010 | $1,457,823 | |
| 6 | MSA |
MSA Safety Inc
|
7,537 | $1,235,691 | |
| 7 | GEO |
Geo Group Inc
|
34,002 | $571,573 | |
| 8 | CXW |
CoreCivic, Inc.
|
15,286 | $289,058 |
All Filings in BRC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,814,657 | 22,337 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,495,613 | 19,084 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $963,513 | 12,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $718,781 | 10,575 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $655,115 | 9,274 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $684,884 | 9,274 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $802,468 | 10,472 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $678,487 | 10,277 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $594,044 | 10,021 | Shares | Sole | 2024-05-13 | |
| 2021-03-31 | $214,120 | 4,006 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $211,596 | 4,006 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||