Position in CRESY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,498
-$947 QoQ
Shares Held
275
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 64 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRESY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $152,841,240 across 17 Conglomerates names. CRESY ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
534,394 | $120,789,075 | |
| 2 | VMI |
Valmont Industries Inc
|
65,676 | $26,242,158 | |
| 3 | MMM |
3M Co
|
35,166 | $5,107,158 | |
| 4 | OTTR |
Otter Tail Corp
|
6,719 | $589,725 | |
| 5 | TTI |
Tetra Technologies Inc
|
3,076 | $26,207 | |
| 6 | DLX |
Deluxe Corp
|
887 | $24,427 | |
| 7 | BOC |
BOSTON OMAHA Corp
|
1,550 | $18,104 | |
| 8 | GHC |
Graham Holdings Co
|
12 | $12,687 |
All Filings in CRESY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,498 | 275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,445 | 352 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,092 | 456 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,786 | 456 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,915 | 456 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||