Position in CTAS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$24,710,338
+$1,647,879 QoQ
Shares Held
146,094
+19.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4770933583402353.ToString("F0")%
Shared 0.ToString("F0")%
None 99.52290664165977.ToString("F0")%
Common Shares in CTAS Over Time
Shares Held
Position Value (USD)
Derivatives in CTAS
reported options exposure · as of Sep 30, 2025CallValue
$205,260
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 Mar 31, 2026Creative Planning holds $99,615,333 across 29 Specialty Business Services names. CTAS ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
This page
|
146,094 | $24,710,338 | |
| 2 | GPN |
Global Payments Inc
|
146,643 | $9,869,073 | |
| 3 | CPRT |
Copart Inc
|
294,292 | $9,770,494 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
151,461 | $9,096,747 | |
| 5 | RELX |
Relx PLC
|
246,458 | $8,170,082 | |
| 6 | UNF |
Unifirst Corp
|
21,739 | $5,469,315 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
54,154 | $4,872,776 | |
| 8 | RBA |
Rb Global Inc.
|
46,389 | $4,446,385 |
All Filings in CTAS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $205,260 | 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 | $3,387,680 | 19,351 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,472,277 | 14,394 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,991,489 | 13,218 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,541,756 | 12,821 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,409,096 | 11,339 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,203,892 | 10,408 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,148,018 | 10,168 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $878,571 | 9,053 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $808,505 | 8,658 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $882,258 | 8,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,205,311 | 10,879 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,114,762 | 11,714 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,059,954 | 11,099 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $953,108 | 11,170 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,089,717 | 12,332 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $715,251 | 8,596 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $567,080 | 8,516 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $377,966 | 8,728 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||