Position in CLFD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$365,338
-$14,020 QoQ
Shares Held
13,802
+6.1% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CLFD Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Creative Planning holds $261,722,364 across 22 Communication Equipment names. CLFD ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,907,189 | $147,978,793 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
49,361 | $21,421,193 | |
| 3 | CIEN |
Ciena Corp
|
49,024 | $19,032,587 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
23,781 | $16,712,335 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
506,816 | $12,067,288 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
274,123 | $9,122,813 | |
| 7 | NOK |
Nokia Corp
|
783,061 | $6,295,809 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
64,490 | $5,344,286 |
All Filings in CLFD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,338 | 13,802 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $379,358 | 13,014 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $419,676 | 12,207 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $505,465 | 11,644 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $2,977,240 | 96,040 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,841,417 | 98,599 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,782,272 | 98,088 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,950,216 | 95,662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,774,377 | 95,405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,686,129 | 93,724 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $4,446,922 | 93,916 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,960,883 | 85,034 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,013,385 | 85,122 | Shares | Sole | 2023-02-10 | |
| 2021-03-31 | $866,900 | 28,772 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $684,249 | 27,680 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $302,550 | 15,000 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||