Creative Planning

Position in POOL — Pool Corp

CIK 1540235 OVERLAND PARK, KS

Position in POOL

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

Position Value

$6,338,045

+$3,510,484 QoQ

Shares Held

29,493

+111.0% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#124

of 605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $121,129,969 across 18 Industrial Distribution names. POOL ranks #7 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	21,366	$29,066,305
2	FAST	Fastenal Co	566,757	$27,221,338
3	AIT	Applied Industrial Technologies Inc	45,904	$15,522,437
4	MSM	Msc Industrial Direct Co Inc	89,894	$10,692,890
5	FERG	Ferguson Enterprises Inc. /DE/	39,421	$9,355,785
6	WSO	Watsco Inc	16,786	$6,995,229
7	POOL	Pool Corp This page	29,493	$6,338,045
8	WCC	Wesco International Inc	12,412	$4,287,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,338,045	29,493	+111.0%	Shares	Defined	2026-08-13
2026-03-31	$2,827,561	13,975	+1.4%	Shares	Sole	2026-05-12
2025-12-31	$3,151,260	13,776	+63.2%	Shares	Sole	2026-02-17
2025-09-30	$2,616,990	8,440	+20.2%	Shares	Sole	2025-11-14
2025-06-30	$2,046,188	7,020	+10.2%	Shares	Defined	2025-08-08
2025-03-31	$2,028,844	6,373	+17.2%	Shares	Sole	2025-05-15
2024-12-31	$1,854,030	5,438	-4.3%	Shares	Defined	2025-02-14
2024-09-30	$2,140,976	5,682	+1.0%	Shares	Defined	2024-10-11
2024-06-30	$1,728,115	5,623	-2.5%	Shares	Sole	2024-08-15
2024-03-31	$2,326,177	5,765	-40.5%	Shares	Sole	2024-05-13
2023-12-31	$3,862,702	9,688	+7.8%	Shares	Defined	2024-02-14
2023-09-30	$3,200,626	8,988	+1.2%	Shares	Defined	2023-11-16
2023-06-30	$3,327,551	8,882	-1.0%	Shares	Sole	2023-07-21
2023-03-31	$3,071,001	8,968	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$2,640,247	8,733	-0.1%	Shares	Sole	2023-02-10
2022-09-30	$2,781,791	8,742	+21.1%	Shares	Sole	2022-11-03
2022-06-30	$2,534,475	7,216	+38.4%	Shares	Sole	2022-08-15
2022-03-31	$2,204,317	5,213	+4.5%	Shares	Sole	2022-05-16
2021-12-31	$2,822,642	4,987	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$2,131,215	4,906	-0.7%	Shares	Sole	2021-11-10
2021-06-30	$2,267,156	4,943	-0.6%	Shares	Sole	2021-08-04
2021-03-31	$1,716,878	4,973	-1.5%	Shares	Sole	2021-04-30
2020-12-31	$1,881,497	5,051	+15.8%	Shares	Sole	2021-01-29
2020-09-30	$1,458,928	4,361	+1.9%	Shares	Sole	2020-11-05
2020-06-30	$1,163,875	4,281	-2.6%	Shares	Sole	2020-07-23
2020-03-31	$865,000	4,396	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.