Creative Planning

Position in MTRN — MATERION Corp

CIK 1540235 OVERLAND PARK, KS

Position in MTRN

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

Position Value

$1,548,478

+$715,162 QoQ

Shares Held

10,705

+59.7% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0.5137786081270435.ToString("F0")% Shared 0.ToString("F0")% None 99.48622139187296.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Creative Planning holds $99,414,605 across 19 Other Industrial Metals & Mining names. MTRN ranks #7 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIO	Rio Tinto PLC	505,442	$47,152,683
2	BHP	BHP Group Ltd	428,103	$31,140,211
3	TECK	Teck Resources Ltd	112,700	$5,832,225
4	VALE	Vale S.A.	321,097	$5,108,653
5	MP	MP Materials Corp. / DE	56,153	$2,709,943
6	CRML	Critical Metals Corp.	332,942	$2,643,559
7	MTRN	MATERION Corp This page	10,705	$1,548,478
8	CMP	Compass Minerals International Inc	36,220	$845,737

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.