Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

CINF — Cincinnati Financial Corp

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.27%
SPY	Spdr S&P 500 ETF Trust	2,956,006	$1,922,408,941	5.07%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.78%
BRK-B	Berkshire Hathaway Inc Financial Services	2,849,844	$1,365,645,244	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.37%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.24%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.47%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.43%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.20%

Portfolio Trend

25 quarters · across all stocks

Holdings in CINF

Compact Export CSV

Shares Held

Position Value (USD)

40 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,856,783	126,195	+741.3%	Shares	Defined	2026-05-12
2026-03-31	$2,360,250	15,000	-86.9%	Put	Sole	2026-05-12
2025-12-31	$18,634,648	114,099	+6.7%	Shares	Defined	2026-02-17
2025-09-30	$16,907,055	106,939	+137.6%	Shares	Defined	2025-11-14
2025-09-30	$7,114,500	45,000	0.0%	Put	Sole	2025-11-14
2025-06-30	$6,701,400	45,000	-56.2%	Put	Sole	2025-08-08
2025-06-30	$15,300,784	102,745	+128.3%	Shares	Sole	2025-08-08
2025-03-31	$6,647,400	45,000	-56.3%	Put	Sole	2025-05-15
2025-03-31	$15,205,261	102,933	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$14,896,947	103,667	+130.4%	Shares	Defined	2025-02-14
2024-12-31	$6,466,500	45,000	-68.7%	Put	Defined	2025-02-14
2024-09-30	$19,583,447	143,869	+45.5%	Shares	Defined	2024-10-11
2024-06-30	$11,673,945	98,848	+119.7%	Shares	Defined	2024-08-15
2024-06-30	$5,314,500	45,000	-53.9%	Put	Defined	2024-08-15
2024-03-31	$12,120,481	97,612	+116.9%	Shares	Sole	2024-05-13
2024-03-31	$5,587,650	45,000	0.0%	Put	Defined	2024-05-13
2023-12-31	$4,655,700	45,000	-57.9%	Put	Defined	2024-02-14
2023-12-31	$11,050,976	106,814	+137.4%	Shares	Defined	2024-02-14
2023-09-30	$4,603,050	45,000	-58.0%	Put	Sole	2023-11-16
2023-09-30	$10,955,667	107,104	+138.0%	Shares	Defined	2023-11-16
2023-06-30	$4,379,400	45,000	-58.9%	Put	Sole	2023-07-21
2023-06-30	$10,650,310	109,436	+1.0%	Shares	Defined	2023-07-21
2023-03-31	$12,143,755	108,349	+140.8%	Shares	Sole	2023-05-15
2023-03-31	$5,043,600	45,000	-6.2%	Put	Defined	2023-05-15
2022-12-31	$4,914,720	48,000	-57.6%	Put	Sole	2023-02-10
2022-12-31	$11,591,162	113,206	-2.9%	Shares	Sole	2023-02-10
2022-09-30	$10,438,308	116,538	+460.3%	Shares	Sole	2022-11-03
2022-09-30	$1,863,056	20,800	-81.6%	Put	Sole	2022-11-03
2022-06-30	$13,455,567	113,091	+124.8%	Shares	Sole	2022-08-15
2022-06-30	$5,984,694	50,300	+440.9%	Put	Sole	2022-08-15
2022-03-31	$1,264,428	9,300	-91.8%	Put	Sole	2022-05-16
2022-03-31	$15,490,466	113,934	-3.4%	Shares	Sole	2022-05-16
2021-12-31	$13,437,929	117,949	+32.8%	Shares	Sole	2022-02-11
2021-09-30	$10,147,990	88,846	+4.5%	Shares	Sole	2021-11-10
2021-06-30	$9,916,315	85,031	+293.5%	Shares	Sole	2021-08-04
2021-03-31	$2,227,877	21,611	+1.0%	Shares	Sole	2021-04-30
2020-12-31	$1,870,067	21,404	-4.5%	Shares	Sole	2021-01-29
2020-09-30	$1,747,541	22,413	+47.8%	Shares	Sole	2020-11-05
2020-06-30	$971,078	15,166	+6.9%	Shares	Sole	2020-07-23
2020-03-31	$1,070,861	14,193	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.