Creative Planning

Position in PII — Polaris Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PII

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

Position Value

$6,511,060

-$674,140 QoQ

Shares Held

119,469

+5.2% QoQ

Ownership

0.210%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $19,445,657 across 9 Recreational Vehicles names. PII ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	119,469	$6,511,060
2	BC	Brunswick Corp	51,340	$3,735,498
3	LCII	Lci Industries	20,031	$2,463,412
4	PATK	Patrick Industries Inc	20,390	$2,264,717
5	WGO	Winnebago Industries Inc	51,137	$1,584,735
6	THO	Thor Industries Inc	19,553	$1,562,089
7	MBUU	Malibu Boats, Inc.	25,999	$673,894
8	HOG	Harley-Davidson, Inc.	22,119	$447,246

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,511,060	119,469	+5.2%	Shares	Sole	2026-05-12
2025-12-31	$7,185,200	113,600	+7.9%	Shares	Defined	2026-02-17
2025-09-30	$6,120,623	105,292	+15.7%	Shares	Defined	2025-11-14
2025-06-30	$3,699,230	91,002	-14.3%	Shares	Defined	2025-08-08
2025-03-31	$4,346,354	106,164	+57.1%	Shares	Sole	2025-05-15
2024-12-31	$3,894,592	67,591	-1.8%	Shares	Defined	2025-02-14
2024-09-30	$5,727,827	68,811	+11.7%	Shares	Defined	2024-10-11
2024-06-30	$4,824,912	61,613	+8.0%	Shares	Defined	2024-08-15
2024-03-31	$5,712,045	57,052	+8.2%	Shares	Sole	2024-05-13
2023-12-31	$4,998,359	52,742	+4.8%	Shares	Sole	2024-02-14
2023-09-30	$5,239,074	50,308	+4.4%	Shares	Defined	2023-11-16
2023-06-30	$5,828,584	48,198	+25.2%	Shares	Sole	2023-07-21
2023-03-31	$4,257,595	38,485	+6.5%	Shares	Sole	2023-05-15
2022-12-31	$3,649,433	36,133	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$3,497,824	36,569	-5.6%	Shares	Sole	2022-11-03
2022-06-30	$3,847,695	38,756	+93.4%	Shares	Sole	2022-08-15
2022-03-31	$2,110,718	20,041	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$2,188,198	19,909	+4.5%	Shares	Sole	2022-02-11
2021-09-30	$2,280,001	19,054	+13.1%	Shares	Sole	2021-11-10
2021-06-30	$2,308,049	16,852	-23.0%	Shares	Sole	2021-08-04
2021-03-31	$2,920,179	21,874	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$2,107,879	22,123	-15.2%	Shares	Sole	2021-01-29
2020-09-30	$2,460,764	26,084	+10.2%	Shares	Sole	2020-11-05
2020-06-30	$2,190,380	23,667	+51.1%	Shares	Sole	2020-07-23
2020-03-31	$754,414	15,668	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.