Position in FIP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$90,846
-$15,487 QoQ
Shares Held
19,579
-9.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 173 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Creative Planning holds $103,255,068 across 15 Conglomerates names. FIP ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
171,262 | $38,345,561 | |
| 2 | MMM |
3M Co
|
231,101 | $37,417,562 | |
| 3 | VMI |
Valmont Industries Inc
|
13,985 | $8,077,736 | |
| 4 | GHC |
Graham Holdings Co
|
5,450 | $6,220,738 | |
| 5 | SEB |
Seaboard Corp /De/
|
1,266 | $5,651,841 | |
| 6 | BBUC |
Brookfield Business Corp
|
75,833 | $2,263,614 | |
| 7 | DLX |
Deluxe Corp
|
87,391 | $2,086,896 | |
| 8 | TTI |
Tetra Technologies Inc
|
101,165 | $1,146,198 |
All Filings in FIP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,846 | 19,579 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $106,333 | 21,525 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $91,656 | 19,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $91,868 | 21,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $162,622 | 26,357 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $345,892 | 76,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,734 | 11,947 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||