Creative Planning

Position in KEX — Kirby Corp

CIK 1540235 OVERLAND PARK, KS

Position in KEX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,735,467

+$1,089,709 QoQ

Shares Held

20,586

+37.8% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0.2671718643738463.ToString("F0")% Shared 0.ToString("F0")% None 99.73282813562615.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $16,373,603 across 13 Marine Shipping names. KEX ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MATX	Matson, Inc.	29,931	$4,906,888
2	HSHP	Himalaya Shipping Ltd.	230,911	$3,071,116
3	KEX	Kirby Corp This page	20,586	$2,735,467
4	GNK	Genco Shipping & Trading Ltd	64,476	$1,453,933
5	DAC	Danaos Corp	9,422	$1,061,294
6	SFL	SFL Corp Ltd.	75,052	$809,810
7	GSL	Global Ship Lease, Inc.	17,370	$646,685
8	CMRE	Costamare Inc.	34,823	$588,508

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,735,467	20,586	+37.8%	Shares	Sole	2026-05-12
2025-12-31	$1,645,758	14,937	-15.6%	Shares	Sole	2026-02-17
2025-09-30	$1,477,147	17,701	+140.0%	Shares	Sole	2025-11-14
2025-06-30	$836,284	7,374	+9.3%	Shares	Defined	2025-08-08
2025-03-31	$681,211	6,744	+10.5%	Shares	Sole	2025-05-15
2024-12-31	$645,485	6,101	-8.7%	Shares	Defined	2025-02-14
2024-09-30	$818,199	6,683	+2.2%	Shares	Defined	2024-10-11
2024-06-30	$782,554	6,536	+16.8%	Shares	Defined	2024-08-15
2024-03-31	$533,410	5,596	+14.6%	Shares	Sole	2024-05-13
2023-12-31	$383,374	4,885	+37.9%	Shares	Defined	2024-02-14
2023-09-30	$293,359	3,543	-7.1%	Shares	Defined	2023-11-16
2023-06-30	$293,409	3,813	-1.3%	Shares	Defined	2023-07-21
2022-09-30	$234,815	3,864	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.