Creative Planning

Position in CLB — Core Laboratories Inc. /DE/

CIK 1540235 OVERLAND PARK, KS

Position in CLB

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

Position Value

$1,048,888

+$47,991 QoQ

Shares Held

62,471

+0.1% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.4818235661346865.ToString("F0")% Shared 0.ToString("F0")% None 99.5181764338653.ToString("F0")%

Energy · as of Mar 31, 2026

Creative Planning holds $111,613,873 across 30 Oil & Gas Equipment & Services names. CLB ranks #19 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	394,630	$20,280,034
2	HAL	Halliburton Co	472,363	$18,417,433
3	FTI	TechnipFMC plc	202,478	$13,997,304
4	BKR	Baker Hughes Co	123,999	$7,570,138
5	NOV	NOV Inc.	340,621	$6,407,081
6	LBRT	Liberty Energy Inc.	205,544	$5,919,667
7	RES	Rpc Inc	790,605	$5,597,483
8	TS	Tenaris SA	72,820	$4,236,667

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,048,888	62,471	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$1,000,897	62,439	-8.9%	Shares	Sole	2026-02-17
2025-09-30	$847,450	68,564	+21.3%	Shares	Sole	2025-11-14
2025-06-30	$651,040	56,514	+79.3%	Shares	Defined	2025-08-08
2025-03-31	$472,484	31,520	-44.0%	Shares	Sole	2025-05-15
2024-12-31	$975,158	56,335	+4.7%	Shares	Defined	2025-02-14
2024-09-30	$997,006	53,805	-2.0%	Shares	Defined	2024-10-11
2024-06-30	$1,113,734	54,891	+38.3%	Shares	Defined	2024-08-15
2024-03-31	$677,989	39,695	+183.7%	Shares	Defined	2024-05-13
2023-12-31	$247,098	13,992	+56.0%	Shares	Defined	2024-02-14
2023-09-30	$215,297	8,967	-6.1%	Shares	Sole	2023-11-16
2023-06-30	$222,014	9,549	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.