Creative Planning

Position in CAL — Caleres Inc

CIK 1540235 OVERLAND PARK, KS

Position in CAL

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

Position Value

$2,961,265

+$1,563,799 QoQ

Shares Held

239,391

+80.6% QoQ

Ownership

0.694%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#24

of 170 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $182,433,919 across 19 Apparel Retail names. CAL ranks #12 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	550,539	$83,406,658
2	ROST	Ross Stores, Inc.	177,406	$37,760,866
3	BURL	Burlington Stores, Inc.	26,238	$8,312,198
4	URBN	Urban Outfitters Inc	113,453	$8,039,278
5	ANF	Abercrombie & Fitch Co /De/	80,411	$7,237,793
6	LULU	lululemon athletica inc.	51,354	$5,863,599
7	AEO	American Eagle Outfitters Inc	288,680	$4,965,295
8	BOOT	Boot Barn Holdings, Inc.	29,772	$4,890,646

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,961,265	239,391	+80.6%	Shares	Defined	2026-08-13
2026-03-31	$1,397,466	132,587	+27.3%	Shares	Sole	2026-05-12
2025-12-31	$1,267,602	104,158	+91.5%	Shares	Sole	2026-02-17
2025-09-30	$709,310	54,395	+40.2%	Shares	Sole	2025-11-14
2025-06-30	$474,135	38,800	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$677,345	39,312	+538.0%	Shares	Sole	2025-05-15
2024-09-30	$203,654	6,162	-53.0%	Shares	Defined	2024-10-11
2021-09-30	$291,215	13,106	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$354,770	13,000	-35.0%	Shares	Sole	2021-08-04
2021-03-31	$436,000	20,000	-23.1%	Shares	Sole	2021-04-30
2020-12-31	$406,900	26,000	+30.0%	Shares	Sole	2021-01-29
2020-09-30	$191,200	20,000	+100.0%	Shares	Sole	2020-11-05
2020-06-30	$83,400	10,000	-33.3%	Shares	Sole	2020-07-23
2020-03-31	$78,000	15,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.