Position in FLS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,270,455
-$701,584 QoQ
Shares Held
44,100
-18.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 583 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. FLS ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in FLS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,270,455 | 44,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,972,039 | 54,034 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,942,405 | 42,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,704,731 | 32,080 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $920,103 | 17,576 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $429,743 | 8,799 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $600,680 | 10,443 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $355,574 | 6,879 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $309,522 | 6,435 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $314,780 | 6,891 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $277,409 | 6,730 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $228,557 | 5,747 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $208,448 | 5,611 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $238 | 7 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $206,875 | 5,967 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $216,316 | 5,365 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $277,724 | 7,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $260,234 | 7,062 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $206,884 | 7,254 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||