Position in PKX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,546,640
+$4,734,791 QoQ
Shares Held
477,747
+41.0% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 181 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PKX Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Creative Planning holds $121,344,628 across 10 Steel names. PKX ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
140,503 | $31,297,042 | |
| 2 | RS |
Reliance, Inc.
|
65,731 | $24,557,101 | |
| 3 | PKX |
Posco Holdings Inc.
This page
|
477,747 | $24,546,640 | |
| 4 | NWPX |
NWPX Infrastructure, Inc.
|
79,408 | $11,906,435 | |
| 5 | STLD |
Steel Dynamics Inc
|
47,788 | $10,965,433 | |
| 6 | MT |
ArcelorMittal
|
177,434 | $10,685,074 | |
| 7 | GGB |
Gerdau S.A.
|
809,546 | $3,270,565 | |
| 8 | WS |
Worthington Steel, Inc.
|
54,167 | $1,818,926 |
All Filings in PKX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,546,640 | 477,747 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,811,849 | 338,722 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,314,893 | 212,646 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,765,488 | 137,482 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,037,382 | 103,885 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,355,870 | 112,684 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,846,539 | 65,649 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,765,531 | 53,801 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,584,628 | 39,316 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,012,660 | 38,417 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,522,112 | 37,032 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,793,535 | 27,254 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,038,061 | 27,560 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,704,965 | 24,465 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $963,193 | 17,683 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $527,147 | 14,399 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $273,486 | 6,143 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,238 | 139 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||