Creative Planning

Position in DLX — Deluxe Corp

CIK 1540235 OVERLAND PARK, KS

Position in DLX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,086,896

-$808,714 QoQ

Shares Held

87,391

-16.9% QoQ

Ownership

0.191%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#59

of 243 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $103,258,386 across 15 Conglomerates names. DLX ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	171,262	$38,345,561
2	MMM	3M Co	231,101	$37,417,562
3	VMI	Valmont Industries Inc	13,985	$8,077,736
4	GHC	Graham Holdings Co	5,450	$6,220,738
5	SEB	Seaboard Corp /De/	1,266	$5,651,841
6	BBUC	Brookfield Business Corp	75,833	$2,263,614
7	DLX	Deluxe Corp This page	87,391	$2,086,896
8	TTI	Tetra Technologies Inc	101,165	$1,146,198

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,086,896	87,391	-16.9%	Shares	Defined	2026-08-13
2026-03-31	$2,895,610	105,142	+36.0%	Shares	Sole	2026-05-12
2025-12-31	$1,725,952	77,293	+85.7%	Shares	Sole	2026-02-17
2025-09-30	$806,013	41,633	+74.8%	Shares	Sole	2025-11-14
2025-06-30	$378,912	23,816	-53.9%	Shares	Sole	2025-08-08
2025-03-31	$816,033	51,615	+41.3%	Shares	Sole	2025-05-15
2024-12-31	$825,054	36,523	+36.8%	Shares	Defined	2025-02-14
2024-09-30	$520,304	26,696	+1.2%	Shares	Defined	2024-10-11
2024-06-30	$592,247	26,369	-2.6%	Shares	Sole	2024-08-15
2024-03-31	$557,680	27,085	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$581,488	27,109	+23.7%	Shares	Sole	2024-02-14
2023-09-30	$413,955	21,914	+0.5%	Shares	Sole	2023-11-16
2023-06-30	$381,221	21,809	-25.1%	Shares	Sole	2023-07-21
2023-03-31	$465,952	29,122	-26.9%	Shares	Sole	2023-05-15
2022-12-31	$676,313	39,830	+2.8%	Shares	Sole	2023-02-10
2022-06-30	$839,387	38,735	+390.2%	Shares	Sole	2022-08-15
2022-03-31	$238,956	7,902	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$249,815	7,780	-3.7%	Shares	Sole	2022-02-11
2021-09-30	$290,062	8,082	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$385,073	8,061	-95.2%	Shares	Sole	2021-08-04
2021-03-31	$7,019,991	167,302	-0.8%	Shares	Sole	2021-04-30
2020-12-31	$4,926,098	168,702	-4.5%	Shares	Sole	2021-01-29
2020-09-30	$4,544,612	176,627	+1.5%	Shares	Sole	2020-11-05
2020-06-30	$4,097,984	174,086	+0.0%	Shares	Sole	2020-07-23
2020-03-31	$4,514,024	174,085	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.