Position in MTUS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$548,108
-$159,210 QoQ
Shares Held
33,544
-18.6% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MTUS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026Creative Planning holds $90,756,138 across 10 Steel names. MTUS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
137,729 | $23,289,973 | |
| 2 | PKX |
Posco Holdings Inc.
|
338,722 | $19,811,849 | |
| 3 | RS |
Reliance, Inc.
|
63,425 | $19,276,126 | |
| 4 | STLD |
Steel Dynamics Inc
|
45,442 | $8,179,560 | |
| 5 | MT |
ArcelorMittal
|
154,983 | $8,056,015 | |
| 6 | NWPX |
NWPX Infrastructure, Inc.
|
82,087 | $6,391,293 | |
| 7 | GGB |
Gerdau S.A.
|
605,923 | $2,187,382 | |
| 8 | WS |
Worthington Steel, Inc.
|
50,883 | $1,544,299 |
All Filings in MTUS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $548,108 | 33,544 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $707,318 | 41,219 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $691,995 | 41,863 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $557,055 | 36,149 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $416,110 | 31,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,313 | 16,512 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $183,120 | 12,348 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||