Position in CRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,133,734
+$431,344 QoQ
Shares Held
51,840
+8.9% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 287 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRI Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $182,433,919 across 19 Apparel Retail names. CRI ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
550,539 | $83,406,658 | |
| 2 | ROST |
Ross Stores, Inc.
|
177,406 | $37,760,866 | |
| 3 | BURL |
Burlington Stores, Inc.
|
26,238 | $8,312,198 | |
| 4 | URBN |
Urban Outfitters Inc
|
113,453 | $8,039,278 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
80,411 | $7,237,793 | |
| 6 | LULU |
lululemon athletica inc.
|
51,354 | $5,863,599 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
288,680 | $4,965,295 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
29,772 | $4,890,646 |
All Filings in CRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,133,734 | 51,840 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,702,390 | 47,606 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,191,737 | 36,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $939,725 | 33,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $528,027 | 17,525 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $404,501 | 9,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $448,421 | 8,275 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $444,982 | 6,848 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $293,983 | 4,744 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||