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Equibles

Creative Planning

Position in EFX — Equifax Inc

CIK 1540235 OVERLAND PARK, KS
Back to EFX Full portfolio

Position in EFX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$11,308,323
-$318,436 QoQ
Shares Held
71,247
+10.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#130
of 835 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EFX Over Time

Shares Held

Position Value (USD)

Position in Consulting Services

Industrials · as of Jun 30, 2026

Creative Planning holds $29,512,880 across 8 Consulting Services names. EFX ranks #1 (38.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EFX
Equifax Inc
This page 		71,247 $11,308,323
2 VRSK
Verisk Analytics, Inc.
 52,117 $9,356,564
3 BAH
Booz Allen Hamilton Holding Corp
 46,449 $2,818,060
4 ICFI
ICF International, Inc.
 36,346 $2,648,169
5 FCN
Fti Consulting, Inc
 6,943 $1,034,576
6 CRAI
Cra International, Inc.
 6,722 $956,539
7 PPHC
Public Policy Holding Company, Inc.
 109,789 $813,536
8 HURN
Huron Consulting Group Inc.
 6,401 $577,113

All Filings in EFX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,308,323 71,247
2026-03-31 $11,626,759 64,568
2025-12-31 $8,279,956 38,160
2025-09-30 $9,513,158 37,084
2025-06-30 $9,233,571 35,600
2025-03-31 $8,535,073 35,043
2024-12-31 $8,950,841 35,122
2024-09-30 $10,968,617 37,326
2024-06-30 $8,468,880 34,929
2024-03-31 $8,995,627 33,626
2023-12-31 $8,297,073 33,552
2023-09-30 $7,125,884 38,901
2023-06-30 $7,436,656 31,605
2023-03-31 $6,053,150 29,842
2022-12-31 $6,641,475 34,171
2022-09-30 $4,125,462 24,065
2022-06-30 $4,208,875 23,027
2022-03-31 $5,031,736 21,222
2021-12-31 $2,214,077 7,562
2021-09-30 $2,139,371 8,442
2021-06-30 $2,302,409 9,613
2021-03-31 $1,921,608 10,609
2020-12-31 $2,257,385 11,706
2020-09-30 $1,785,365 11,379
2020-06-30 $1,268,474 7,380
2020-03-31 $907,103 7,594