Creative Planning

Position in CASY — Caseys General Stores Inc

CIK 1540235 OVERLAND PARK, KS

Position in CASY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,419,236

+$3,396,356 QoQ

Shares Held

12,941

+18.8% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.100455915307936.ToString("F0")% Shared 0.ToString("F0")% None 99.89954408469205.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $91,061,482 across 25 Specialty Retail names. CASY ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	192,963	$12,388,224
2	WSM	Williams Sonoma Inc	58,572	$10,679,432
3	TSCO	Tractor Supply Co /De/	215,068	$9,742,579
4	ULTA	Ulta Beauty, Inc.	18,424	$9,630,409
5	CASY	Caseys General Stores Inc This page	12,941	$9,419,236
6	FIVE	Five Below, Inc	40,479	$9,248,641
7	DKS	Dick's Sporting Goods, Inc.	36,262	$7,190,391
8	ASO	Academy Sports & Outdoors, Inc.	97,804	$5,521,035

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,419,236	12,941	+18.8%	Shares	Defined	2026-05-12
2025-12-31	$6,022,880	10,897	+14.9%	Shares	Sole	2026-02-17
2025-09-30	$5,359,232	9,480	-0.7%	Shares	Defined	2025-11-14
2025-06-30	$4,869,505	9,543	-3.9%	Shares	Sole	2025-08-08
2025-03-31	$4,310,450	9,931	+20.8%	Shares	Sole	2025-05-15
2024-12-31	$3,258,199	8,223	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$3,080,445	8,199	-1.6%	Shares	Defined	2024-10-11
2024-06-30	$3,179,537	8,333	+12.5%	Shares	Defined	2024-08-15
2024-03-31	$2,359,714	7,410	+19.5%	Shares	Defined	2024-05-13
2023-12-31	$1,703,662	6,201	+20.0%	Shares	Defined	2024-02-14
2023-09-30	$1,402,942	5,167	-1.3%	Shares	Defined	2023-11-16
2023-06-30	$1,276,223	5,233	+5.5%	Shares	Defined	2023-07-21
2023-03-31	$1,073,857	4,961	+21.7%	Shares	Sole	2023-05-15
2022-12-31	$914,226	4,075	+2.5%	Shares	Sole	2023-02-10
2022-09-30	$805,219	3,976	+17.3%	Shares	Sole	2022-11-03
2022-06-30	$627,082	3,390	+9.4%	Shares	Sole	2022-08-15
2022-03-31	$613,930	3,098	-3.3%	Shares	Sole	2022-05-16
2021-12-31	$632,506	3,205	-2.2%	Shares	Sole	2022-02-11
2021-09-30	$617,550	3,277	+24.1%	Shares	Sole	2021-11-10
2021-06-30	$514,044	2,641	-3.0%	Shares	Sole	2021-08-04
2021-03-31	$588,469	2,722	-12.6%	Shares	Sole	2021-04-30
2020-12-31	$556,044	3,113	+10.9%	Shares	Sole	2021-01-29
2020-09-30	$498,841	2,808	-26.1%	Shares	Sole	2020-11-05
2020-06-30	$568,325	3,801	+46.2%	Shares	Sole	2020-07-23
2020-03-31	$344,474	2,600	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.