Position in FTI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,997,304
+$6,937,530 QoQ
Shares Held
202,478
+27.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.6336490878021316.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36635091219786.ToString("F0")%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Creative Planning holds $112,454,305 across 31 Oil & Gas Equipment & Services names. FTI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
394,630 | $20,280,034 | |
| 2 | HAL |
Halliburton Co
|
472,363 | $18,417,433 | |
| 3 | FTI |
TechnipFMC plc
This page
|
202,478 | $13,997,304 | |
| 4 | BKR |
Baker Hughes Co
|
123,999 | $7,570,138 | |
| 5 | NOV |
NOV Inc.
|
340,621 | $6,407,081 | |
| 6 | LBRT |
Liberty Energy Inc.
|
205,544 | $5,919,667 | |
| 7 | RES |
Rpc Inc
|
790,605 | $5,597,483 | |
| 8 | TS |
Tenaris SA
|
72,820 | $4,236,667 |
All Filings in FTI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,997,304 | 202,478 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,059,774 | 158,433 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,039,245 | 102,389 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,256,783 | 36,492 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $768,545 | 24,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $784,909 | 27,122 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $560,587 | 21,372 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $454,800 | 17,392 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $423,002 | 16,846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $349,106 | 17,334 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $348,871 | 17,152 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $294,921 | 17,745 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $179,088 | 13,120 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $185,982 | 15,257 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $136,210 | 18,089 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $164,329 | 18,158 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $174,263 | 22,573 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $188,775 | 26,991 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $115,513 | 24,604 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $124,423 | 24,448 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $146,299 | 29,173 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||