Position in G
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,425,172
-$1,752,865 QoQ
Shares Held
197,279
+2.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 474 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Creative Planning holds $429,599,961 across 44 Information Technology Services names. G ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
545,121 | $153,293,475 | |
| 2 | ACN |
Accenture plc
|
426,697 | $53,098,174 | |
| 3 | CACI |
Caci International Inc /De/
|
82,929 | $38,417,687 | |
| 4 | WIT |
Wipro Ltd
|
9,023,599 | $20,303,097 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
131,572 | $18,122,726 | |
| 6 | INFY |
Infosys Ltd
|
1,581,275 | $16,587,573 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
374,059 | $14,543,413 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
284,838 | $11,031,775 |
All Filings in G
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,425,172 | 197,279 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,178,037 | 192,699 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,686,265 | 142,930 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,489,941 | 59,440 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,699,666 | 38,620 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,758,060 | 34,896 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,445,267 | 33,650 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,199,433 | 30,590 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $824,514 | 25,614 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $647,928 | 19,664 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $570,458 | 16,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $718,859 | 19,858 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $526,393 | 14,011 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $816,938 | 17,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $474,177 | 10,237 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $640,048 | 14,623 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $335,406 | 7,918 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $225,164 | 5,175 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $240,187 | 4,525 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $211,989 | 4,462 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $120,752 | 2,658 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||