Position in CMRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$422,001
-$166,507 QoQ
Shares Held
30,100
-13.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 193 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMRE Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Creative Planning holds $19,104,367 across 12 Marine Shipping names. CMRE ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
33,889 | $6,514,482 | |
| 2 | KEX |
Kirby Corp
|
26,712 | $3,632,029 | |
| 3 | HSHP |
Himalaya Shipping Ltd.
|
244,464 | $3,266,038 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
65,826 | $1,631,168 | |
| 5 | DAC |
Danaos Corp
|
10,758 | $1,316,456 | |
| 6 | SFL |
SFL Corp Ltd.
|
76,292 | $778,178 | |
| 7 | GSL |
Global Ship Lease, Inc.
|
16,751 | $629,837 | |
| 8 | CMRE |
Costamare Inc.
This page
|
30,100 | $422,001 |
All Filings in CMRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,001 | 30,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $588,508 | 34,823 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $523,138 | 33,131 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $371,614 | 31,202 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $242,881 | 26,661 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $490,366 | 49,834 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $688,425 | 53,574 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $866,156 | 55,099 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $904,750 | 55,067 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $594,330 | 52,364 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $530,045 | 50,917 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $330,735 | 34,380 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $348,439 | 36,033 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $157,485 | 16,736 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $114,443 | 12,787 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $208,712 | 17,249 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $236,483 | 13,870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $407,709 | 32,230 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $849,471 | 54,840 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $556,132 | 47,090 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $348,080 | 36,183 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $326,521 | 39,435 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $123,645 | 20,370 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $60,743 | 10,925 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||