Position in CXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,853,781
+$24,553 QoQ
Shares Held
36,235
-19.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 351 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. CXT ranks #37 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in CXT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,853,781 | 36,235 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,829,228 | 45,066 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $632,479 | 13,437 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $903,566 | 13,472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $705,442 | 13,088 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $562,007 | 10,934 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $663,008 | 11,388 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $667,870 | 11,905 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $768,302 | 12,509 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $794,115 | 12,829 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $751,195 | 13,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $674,786 | 12,143 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $765,552 | 13,564 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,558,581 | 13,732 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,349,345 | 13,433 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,205,513 | 13,771 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,117,964 | 12,768 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||