Position in CTAS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,136,022
+$1,425,684 QoQ
Shares Held
153,669
+5.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#184
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTAS Over Time
Shares Held
Position Value (USD)
Derivatives in CTAS
reported options exposure · as of Sep 30, 2025CallValue
$9,740
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Creative Planning holds $114,836,731 across 29 Specialty Business Services names. CTAS ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
This page
|
153,669 | $26,136,022 | |
| 2 | CPRT |
Copart Inc
|
374,768 | $10,564,708 | |
| 3 | GPN |
Global Payments Inc
|
136,323 | $9,891,596 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
179,721 | $9,449,729 | |
| 5 | RELX |
Relx PLC
|
239,729 | $7,592,217 | |
| 6 | RBA |
Rb Global Inc.
|
54,749 | $6,375,520 | |
| 7 | UNF |
Unifirst Corp
|
24,046 | $6,359,205 | |
| 8 | CBZ |
CBIZ, Inc.
|
195,084 | $6,258,293 |
All Filings in CTAS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,136,022 | 153,669 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,710,338 | 146,094 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,062,459 | 122,627 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,740 | 1,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $22,390,581 | 109,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,373,972 | 113,851 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $21,524,539 | 104,727 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,944,876 | 92,747 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,190,321 | 88,354 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,550,726 | 19,351 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $9,889,109 | 14,394 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,965,959 | 13,218 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,167,028 | 12,821 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,636,389 | 11,339 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,815,573 | 10,408 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,592,072 | 10,168 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,514,284 | 9,053 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,234,022 | 8,658 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,529,035 | 8,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,821,246 | 10,879 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,459,051 | 11,714 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,239,818 | 11,099 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,812,432 | 11,170 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,358,868 | 12,332 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,861,006 | 8,596 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,268,321 | 8,516 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,511,864 | 8,728 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||