Creative Planning

Position in FELE — Franklin Electric Co Inc

CIK 1540235 OVERLAND PARK, KS

Position in FELE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,702,624

+$4,967,944 QoQ

Shares Held

90,518

+76.2% QoQ

Ownership

0.205%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#60

of 396 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $759,666,616 across 50 Specialty Industrial Machinery names. FELE ranks #21 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	111,352	$130,823,009
2	ETN	Eaton Corp plc	246,115	$104,874,523
3	CMI	Cummins Inc	91,743	$65,432,025
4	DOV	DOVER Corp	258,125	$57,892,274
5	PH	Parker-Hannifin Corp	52,933	$51,774,825
6	EMR	Emerson Electric Co	291,203	$41,685,709
7	ITW	Illinois Tool Works Inc	104,594	$28,289,538
8	ROK	Rockwell Automation, Inc	48,141	$23,833,646

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,702,624	90,518	+76.2%	Shares	Defined	2026-08-13
2026-03-31	$4,734,680	51,369	+86.8%	Shares	Sole	2026-05-12
2025-12-31	$2,626,692	27,496	+48.7%	Shares	Sole	2026-02-17
2025-09-30	$1,760,247	18,490	+76.1%	Shares	Defined	2025-11-14
2025-06-30	$942,179	10,499	-34.0%	Shares	Defined	2025-08-08
2025-03-31	$1,492,879	15,902	+37.4%	Shares	Sole	2025-05-15
2024-12-31	$1,127,690	11,572	+4.3%	Shares	Defined	2025-02-14
2024-09-30	$1,162,558	11,091	-8.9%	Shares	Defined	2024-10-11
2024-06-30	$1,173,078	12,179	-2.7%	Shares	Sole	2024-08-15
2024-03-31	$1,336,833	12,516	+56.3%	Shares	Defined	2024-05-13
2023-12-31	$774,165	8,010	+72.4%	Shares	Defined	2024-02-14
2023-09-30	$414,473	4,645	+17.4%	Shares	Defined	2023-11-16
2023-06-30	$406,969	3,955	+45.7%	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.