Position in MLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,085,707
+$2,968,155 QoQ
Shares Held
294,244
+7.8% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#87
of 737 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Creative Planning holds $71,795,680 across 11 Metal Fabrication names. MLI ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
45,657 | $28,163,062 | |
| 2 | MLI |
Mueller Industries Inc
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|
294,244 | $18,085,707 | |
| 3 | CMC |
COMMERCIAL METALS Co
|
172,861 | $10,847,027 | |
| 4 | ATI |
Ati Inc
|
47,399 | $9,342,342 | |
| 5 | ESAB |
ESAB Corp
|
16,219 | $1,599,679 | |
| 6 | WOR |
Worthington Enterprises, Inc.
|
23,311 | $1,253,198 | |
| 7 | PRLB |
Proto Labs Inc
|
12,369 | $1,008,197 | |
| 8 | MEC |
Mayville Engineering Company, Inc.
|
12,159 | $455,475 |
All Filings in MLI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,085,707 | 147,122 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,117,552 | 136,440 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,638,010 | 118,798 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,116,279 | 90,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,685,601 | 71,544 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,065,441 | 66,528 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,676,668 | 46,329 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,970,001 | 40,081 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,672,155 | 29,367 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,481,456 | 27,470 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,077,141 | 22,845 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $807,443 | 10,743 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $969,331 | 11,106 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $761,546 | 10,364 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $588,407 | 9,973 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $564,798 | 9,502 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $483,873 | 9,080 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $279,408 | 5,158 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $313,242 | 5,277 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $273,684 | 6,659 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $229,543 | 5,300 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $239,830 | 5,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $289,587 | 8,248 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $210,391 | 7,775 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||