Creative Planning

Position in IOT — Samsara Inc.

CIK 1540235 OVERLAND PARK, KS

Position in IOT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,232,135

-$304,247 QoQ

Shares Held

99,665

-10.7% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#159

of 542 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. IOT ranks #44 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,155,769	$1,550,184,952
2	ORCL	Oracle Corp	1,126,280	$165,056,333
3	CRWD	CrowdStrike Holdings, Inc.	710,588	$135,569,531
4	PANW	Palo Alto Networks Inc	379,160	$129,301,142
5	PLTR	Palantir Technologies Inc.	697,629	$81,392,375
6	FTNT	Fortinet, Inc.	437,197	$67,162,202
7	SNPS	Synopsys Inc	119,098	$53,126,044
8	ZS	Zscaler, Inc.	324,922	$45,862,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,232,135	99,665	-10.7%	Shares	Defined	2026-08-13
2026-03-31	$3,536,382	111,593	-51.5%	Shares	Sole	2026-05-12
2025-12-31	$8,149,565	229,889	-67.9%	Shares	Sole	2026-02-17
2025-09-30	$26,661,687	715,750	+374.8%	Shares	Sole	2025-11-14
2025-06-30	$5,996,476	150,741	-9.7%	Shares	Sole	2025-08-08
2025-03-31	$6,396,587	166,882	-5.8%	Shares	Sole	2025-05-15
2024-12-31	$7,738,023	177,112	+19.9%	Shares	Sole	2025-02-14
2024-09-30	$7,107,275	147,699	+0.2%	Shares	Sole	2024-10-11
2024-06-30	$4,969,300	147,457	+16.1%	Shares	Sole	2024-08-15
2024-03-31	$4,798,385	126,975	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$4,235,855	126,898	-45.6%	Shares	Sole	2024-02-14
2023-09-30	$5,878,215	233,170	+98.7%	Shares	Sole	2023-11-16
2022-06-30	$1,311,067	117,374	+64.4%	Shares	Sole	2022-08-15
2022-03-31	$1,143,940	71,407	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.