Creative Planning

Position in CAE — Cae Inc

CIK 1540235 OVERLAND PARK, KS

Position in CAE

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

Position Value

$605,925

+$213,170 QoQ

Shares Held

24,179

+60.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#161

of 281 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Industrials · as of Jun 30, 2026

Creative Planning holds $889,929,260 across 54 Aerospace & Defense names. CAE ranks #43 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	360,728	$134,814,874
2	RTX	RTX Corp	691,086	$131,119,746
3	LMT	Lockheed Martin Corp	187,302	$95,422,876
4	BA	Boeing Co	429,686	$93,014,127
5	NOC	Northrop Grumman Corp /De/	103,891	$52,912,724
6	GD	General Dynamics Corp	118,949	$42,136,493
7	HONA	Honeywell Aerospace Inc.	169,880	$37,557,069
8	LHX	L3harris Technologies, Inc. /De/	117,985	$34,285,260

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,925	24,179	+60.4%	Shares	Defined	2026-08-13
2026-03-31	$392,755	15,077	+5.6%	Shares	Sole	2026-05-12
2025-12-31	$434,367	14,279	-13.1%	Shares	Sole	2026-02-17
2025-09-30	$486,776	16,423	+3.2%	Shares	Sole	2025-11-14
2025-06-30	$465,861	15,916	+28.1%	Shares	Sole	2025-08-08
2025-03-31	$305,456	12,422	-12.8%	Shares	Sole	2025-05-15
2024-12-31	$361,562	14,246	+26.0%	Shares	Defined	2025-02-14
2024-09-30	$212,062	11,310	+1.2%	Shares	Defined	2024-10-11
2024-06-30	$207,667	11,177	-7.4%	Shares	Defined	2024-08-15
2023-09-30	$281,740	12,066	+1049.1%	Shares	Defined	2023-11-16
2022-03-31	$27,384	1,050	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.