Position in FELE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,734,680
+$2,107,988 QoQ
Shares Held
51,369
+86.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FELE Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Creative Planning holds $593,504,581 across 50 Specialty Industrial Machinery names. FELE ranks #25 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in FELE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,734,680 | 51,369 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,626,692 | 27,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,760,247 | 18,490 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $942,179 | 10,499 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,492,879 | 15,902 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,127,690 | 11,572 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,162,558 | 11,091 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,173,078 | 12,179 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,336,833 | 12,516 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $774,165 | 8,010 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $414,473 | 4,645 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $406,969 | 3,955 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $255,481 | 2,715 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||