Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

MDU — Mdu Resources Group Inc

Top Portfolio Positions

3,000 positions · $37,935,647,064 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.26%
SPY	Spdr S&P 500 ETF Trust	2,956,006	$1,922,408,941	5.07%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.78%
BRK-B	Berkshire Hathaway Inc Financial Services	2,849,844	$1,365,645,244	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.37%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.24%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.47%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.43%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.20%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,236,947	301,011	+3.4%	Shares	Sole	2026-05-12
2025-12-31	$5,684,302	291,204	+7.9%	Shares	Sole	2026-02-17
2025-09-30	$4,808,111	269,967	+5.9%	Shares	Defined	2025-11-14
2025-06-30	$4,247,899	254,823	+0.1%	Shares	Defined	2025-08-08
2025-03-31	$4,306,368	254,664	+956.3%	Shares	Sole	2025-05-15
2024-12-31	$434,443	24,109	+21.5%	Shares	Defined	2025-02-14
2024-09-30	$301,221	19,836	+1.1%	Shares	Defined	2024-10-11
2024-06-30	$272,886	19,624	-2.3%	Shares	Sole	2024-08-15
2024-03-31	$280,465	20,089	-2.6%	Shares	Defined	2024-05-13
2023-12-31	$226,223	20,623	+18.8%	Shares	Defined	2024-02-14
2023-09-30	$188,346	17,363	-10.0%	Shares	Sole	2023-11-16
2023-06-30	$223,749	19,287	+11.8%	Shares	Sole	2023-07-21
2023-03-31	$200,030	17,259	-11.3%	Shares	Sole	2023-05-15
2022-12-31	$224,444	19,455	-2.9%	Shares	Sole	2023-02-10
2022-09-30	$208,451	20,044	+86.2%	Shares	Sole	2022-11-03
2022-06-30	$110,468	10,764	+30.5%	Shares	Sole	2022-08-15
2022-03-31	$83,581	8,248	-12.9%	Shares	Sole	2022-05-16
2021-12-31	$111,110	9,475	-33.2%	Shares	Sole	2022-02-11
2021-09-30	$159,920	14,175	+90.2%	Shares	Sole	2021-11-10
2021-06-30	$88,828	7,454	-33.3%	Shares	Sole	2021-08-04
2021-03-31	$134,378	11,180	+2.3%	Shares	Sole	2021-04-30
2020-12-31	$109,480	10,931	+0.1%	Shares	Sole	2021-01-29
2020-09-30	$93,460	10,924	+9.8%	Shares	Sole	2020-11-05
2020-06-30	$83,907	9,949	-6.9%	Shares	Sole	2020-07-23
2020-03-31	$87,353	10,685	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.