Position in EFX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,626,759
+$3,346,803 QoQ
Shares Held
64,568
+69.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026Creative Planning holds $28,319,495 across 9 Consulting Services names. EFX ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
64,568 | $11,626,759 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
34,796 | $6,602,541 | |
| 3 | FCN |
Fti Consulting, Inc
|
19,017 | $3,361,635 | |
| 4 | PPHC |
Public Policy Holding Company, Inc.
|
223,655 | $2,925,407 | |
| 5 | BAH |
Booz Allen Hamilton Holding Corp
|
14,553 | $1,135,570 | |
| 6 | HURN |
Huron Consulting Group Inc.
|
8,137 | $1,037,386 | |
| 7 | CRAI |
Cra International, Inc.
|
4,839 | $783,337 | |
| 8 | ICFI |
ICF International, Inc.
|
11,465 | $748,549 |
All Filings in EFX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,626,759 | 64,568 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,279,956 | 38,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,513,158 | 37,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,233,571 | 35,600 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,535,073 | 35,043 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,950,841 | 35,122 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,968,617 | 37,326 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,468,880 | 34,929 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,995,627 | 33,626 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,297,073 | 33,552 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,125,884 | 38,901 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $7,436,656 | 31,605 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,053,150 | 29,842 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,641,475 | 34,171 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,125,462 | 24,065 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,208,875 | 23,027 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,031,736 | 21,222 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,214,077 | 7,562 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,139,371 | 8,442 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,302,409 | 9,613 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,921,608 | 10,609 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,257,385 | 11,706 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,785,365 | 11,379 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,268,474 | 7,380 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $907,103 | 7,594 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||