Position in EEFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,627,797
+$3,147,551 QoQ
Shares Held
76,893
+105.8% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 362 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EEFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,236,652 across 90 Software - Infrastructure names. EEFT ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in EEFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,627,797 | 76,893 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,480,246 | 37,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,096,906 | 27,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,099,117 | 12,517 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,068,151 | 20,400 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,125,032 | 19,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,996,448 | 29,137 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,871,616 | 28,939 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,995,910 | 28,946 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,791,485 | 34,490 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,472,073 | 34,211 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,872,681 | 36,189 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,375,560 | 28,760 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,969,937 | 26,541 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,718,804 | 28,807 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,045,898 | 27,005 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,678,812 | 26,631 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,438,693 | 26,421 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,195,543 | 26,815 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,436,560 | 27,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,669,067 | 27,108 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,077,775 | 29,485 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,161,667 | 28,717 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,494,049 | 38,354 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,103,993 | 32,394 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,455,277 | 28,643 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||