Position in CVLG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,010,189
+$825,662 QoQ
Shares Held
45,500
+4.3% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 184 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVLG Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Creative Planning holds $83,298,613 across 12 Trucking names. CVLG ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
146,020 | $31,627,931 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
129,748 | $10,103,476 | |
| 3 | WERN |
Werner Enterprises Inc
|
193,111 | $8,421,569 | |
| 4 | MRTN |
Marten Transport Ltd
|
419,369 | $7,276,051 | |
| 5 | SNDR |
Schneider National, Inc.
|
184,135 | $6,726,451 | |
| 6 | SAIA |
Saia Inc
|
13,341 | $5,618,695 | |
| 7 | XPO |
XPO, Inc.
|
16,221 | $3,330,008 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
22,988 | $3,299,697 |
All Filings in CVLG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,189 | 45,500 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,184,527 | 43,629 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $841,597 | 38,185 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $211,531 | 9,766 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,305 | 8,308 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||