Position in IT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,532,995
-$1,174,279 QoQ
Shares Held
58,116
+5.7% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 647 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT 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. IT ranks #12 (1.8% 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 IT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,532,995 | 58,116 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,707,274 | 54,991 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,174,086 | 28,437 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,724,782 | 21,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,110,148 | 12,642 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,800,566 | 11,437 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,154,759 | 10,640 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,440,067 | 10,735 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,233,736 | 9,428 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,251,949 | 11,018 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,552,941 | 7,876 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,926,621 | 5,607 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,837,725 | 5,246 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,214,796 | 3,729 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,545,235 | 4,597 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $999,127 | 3,611 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $773,372 | 3,198 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $858,767 | 2,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $999,282 | 2,989 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $834,758 | 2,747 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $574,256 | 2,371 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $524,648 | 2,874 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $360,908 | 2,253 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $213,164 | 1,706 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||