Position in CCSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$610,361
+$311,499 QoQ
Shares Held
15,999
+27.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 167 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCSI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. CCSI ranks #68 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in CCSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,361 | 15,999 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $298,862 | 12,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $203,406 | 9,322 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $311,497 | 10,606 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $260,203 | 11,274 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $307,960 | 12,907 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $284,907 | 12,098 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||