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Equibles

Creative Planning

Position in CLFD — Clearfield, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to CLFD Full portfolio

Position in CLFD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$332,126
-$33,212 QoQ
Shares Held
8,347
-39.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 125 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in CLFD Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Creative Planning holds $398,921,076 across 22 Communication Equipment names. CLFD ranks #21 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CSCO
Cisco Systems, Inc.
 2,019,639 $237,226,796
2 HPE
Hewlett Packard Enterprise Co
 580,175 $26,171,693
3 CIEN
Ciena Corp
 52,494 $25,751,456
4 LITE
Lumentum Holdings Inc.
 28,100 $24,111,485
5 MSI
Motorola Solutions, Inc.
 44,461 $18,464,207
6 VIAV
Viavi Solutions Inc.
 297,223 $14,192,397
7 NOK
Nokia Corp
 848,614 $11,269,593
8 VSAT
Viasat Inc
 76,485 $6,869,117

All Filings in CLFD

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $332,126 8,347
2026-03-31 $365,338 13,802
2025-12-31 $379,358 13,014
2025-09-30 $419,676 12,207
2025-06-30 $505,465 11,644
2024-12-31 $2,977,240 96,040
2024-09-30 $3,841,417 98,599
2024-06-30 $3,782,272 98,088
2024-03-31 $2,950,216 95,662
2023-12-31 $2,774,377 95,405
2023-09-30 $2,686,129 93,724
2023-06-30 $4,446,922 93,916
2023-03-31 $3,960,883 85,034
2022-12-31 $8,013,385 85,122
2021-03-31 $866,900 28,772
2020-12-31 $684,249 27,680
2020-09-30 $302,550 15,000