Position in FA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,039,324
+$929,322 QoQ
Shares Held
112,982
+19.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Creative Planning holds $127,553,070 across 30 Specialty Business Services names. FA ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
153,669 | $26,136,022 | |
| 2 | EBF |
Ennis, Inc.
|
598,416 | $12,716,339 | |
| 3 | CPRT |
Copart Inc
|
374,768 | $10,564,708 | |
| 4 | GPN |
Global Payments Inc
|
136,323 | $9,891,596 | |
| 5 | DLB |
Dolby Laboratories, Inc.
|
179,721 | $9,449,729 | |
| 6 | RELX |
Relx PLC
|
239,729 | $7,592,217 | |
| 7 | RBA |
Rb Global Inc.
|
54,749 | $6,375,520 | |
| 8 | UNF |
Unifirst Corp
|
24,046 | $6,359,205 |
All Filings in FA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,039,324 | 112,982 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,110,002 | 94,388 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $261,249 | 17,980 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||