Position in CR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,900,224
+$6,448,453 QoQ
Shares Held
63,744
+164.1% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Creative Planning holds $593,087,822 across 50 Specialty Industrial Machinery names. CR ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in CR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,900,224 | 63,744 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,451,771 | 24,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,373,444 | 18,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,168,694 | 16,687 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,404,160 | 15,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,221,164 | 14,637 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,371,509 | 14,983 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,846,465 | 12,736 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,750,203 | 12,952 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,565,709 | 13,253 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,059,417 | 11,925 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,191,088 | 13,365 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||