Creative Planning

Position in MTRN — MATERION Corp

CIK 1540235 OVERLAND PARK, KS

Position in MTRN

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

Position Value

$4,702,330

+$3,153,852 QoQ

Shares Held

15,812

+47.7% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#103

of 402 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Creative Planning holds $117,379,640 across 20 Other Industrial Metals & Mining names. MTRN ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIO	Rio Tinto PLC	548,276	$52,047,840
2	BHP	BHP Group Ltd	515,030	$42,907,148
3	VALE	Vale S.A.	355,934	$5,353,246
4	MTRN	MATERION Corp This page	15,812	$4,702,330
5	CRML	Critical Metals Corp.	321,490	$3,295,272
6	MP	MP Materials Corp. / DE	57,617	$3,227,127
7	USAR	USA Rare Earth, Inc.	81,706	$1,763,215
8	CMP	Compass Minerals International Inc	51,498	$1,603,131

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,702,330	15,812	+47.7%	Shares	Defined	2026-08-13
2026-03-31	$1,548,478	10,705	+59.7%	Shares	Sole	2026-05-12
2025-12-31	$833,316	6,703	+16.4%	Shares	Sole	2026-02-17
2025-09-30	$695,502	5,757	+42.8%	Shares	Defined	2025-11-14
2025-06-30	$320,019	4,032	-60.4%	Shares	Sole	2025-08-08
2025-03-31	$831,340	10,188	+10403.1%	Shares	Sole	2025-05-15
2024-12-31	$9,591	97	-96.5%	Shares	Defined	2025-02-14
2024-09-30	$312,312	2,792	+38.5%	Shares	Defined	2024-10-11
2024-06-30	$217,989	2,016	-4.0%	Shares	Defined	2024-08-15
2024-03-31	$276,674	2,100	+29.1%	Shares	Sole	2024-05-13
2023-12-31	$211,720	1,627	+54133.3%	Shares	Defined	2024-02-14
2023-03-31	$348	3	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.