Position in HTLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$903,519
+$284,574 QoQ
Shares Held
59,364
-0.3% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 197 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Creative Planning holds $83,298,613 across 12 Trucking names. HTLD ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
146,020 | $31,627,931 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
129,748 | $10,103,476 | |
| 3 | WERN |
Werner Enterprises Inc
|
193,111 | $8,421,569 | |
| 4 | MRTN |
Marten Transport Ltd
|
419,369 | $7,276,051 | |
| 5 | SNDR |
Schneider National, Inc.
|
184,135 | $6,726,451 | |
| 6 | SAIA |
Saia Inc
|
13,341 | $5,618,695 | |
| 7 | XPO |
XPO, Inc.
|
16,221 | $3,330,008 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
22,988 | $3,299,697 |
All Filings in HTLD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,519 | 59,364 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $618,945 | 59,514 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $483,944 | 53,593 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $827,507 | 98,748 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $673,116 | 77,907 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $192,024 | 20,827 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $202,666 | 18,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $303,905 | 24,748 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $315,549 | 25,592 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||