Creative Planning

Position in KAI — Kadant Inc

CIK 1540235 OVERLAND PARK, KS

Position in KAI

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

Position Value

$2,883,373

+$394,013 QoQ

Shares Held

9,176

+7.8% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#96

of 325 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $759,666,616 across 50 Specialty Industrial Machinery names. KAI ranks #31 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	111,352	$130,823,009
2	ETN	Eaton Corp plc	246,115	$104,874,523
3	CMI	Cummins Inc	91,743	$65,432,025
4	DOV	DOVER Corp	258,125	$57,892,274
5	PH	Parker-Hannifin Corp	52,933	$51,774,825
6	EMR	Emerson Electric Co	291,203	$41,685,709
7	ITW	Illinois Tool Works Inc	104,594	$28,289,538
8	ROK	Rockwell Automation, Inc	48,141	$23,833,646

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,883,373	9,176	+7.8%	Shares	Defined	2026-08-13
2026-03-31	$2,489,360	8,515	+61.8%	Shares	Sole	2026-05-12
2025-12-31	$1,500,060	5,263	+28.6%	Shares	Sole	2026-02-17
2025-09-30	$1,217,994	4,093	+7.4%	Shares	Defined	2025-11-14
2025-06-30	$1,209,801	3,811	-40.2%	Shares	Defined	2025-08-08
2025-03-31	$2,147,127	6,373	+22.1%	Shares	Sole	2025-05-15
2024-12-31	$1,800,502	5,219	+15.7%	Shares	Defined	2025-02-14
2024-09-30	$1,524,718	4,511	+17.1%	Shares	Defined	2024-10-11
2024-06-30	$1,131,343	3,851	+0.6%	Shares	Defined	2024-08-15
2024-03-31	$1,255,966	3,828	+63.2%	Shares	Sole	2024-05-13
2023-12-31	$657,606	2,346	+104.9%	Shares	Defined	2024-02-14
2023-09-30	$258,254	1,145	+5.2%	Shares	Sole	2023-11-16
2021-03-31	$201,290	1,088	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.