Position in QUAD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$84,997
+$6,177 QoQ
Shares Held
12,859
+2.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in QUAD Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Creative Planning holds $99,615,333 across 29 Specialty Business Services names. QUAD ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
146,094 | $24,710,338 | |
| 2 | GPN |
Global Payments Inc
|
146,643 | $9,869,073 | |
| 3 | CPRT |
Copart Inc
|
294,292 | $9,770,494 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
151,461 | $9,096,747 | |
| 5 | RELX |
Relx PLC
|
246,458 | $8,170,082 | |
| 6 | UNF |
Unifirst Corp
|
21,739 | $5,469,315 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
54,154 | $4,872,776 | |
| 8 | RBA |
Rb Global Inc.
|
46,389 | $4,446,385 |
All Filings in QUAD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,997 | 12,859 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $78,820 | 12,571 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $80,772 | 12,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $68,862 | 12,188 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $63,339 | 11,622 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||