Position in QUAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$117,497
+$32,500 QoQ
Shares Held
13,938
+8.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 145 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QUAD Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Creative Planning holds $114,836,731 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
|
153,669 | $26,136,022 | |
| 2 | CPRT |
Copart Inc
|
374,768 | $10,564,708 | |
| 3 | GPN |
Global Payments Inc
|
136,323 | $9,891,596 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
179,721 | $9,449,729 | |
| 5 | RELX |
Relx PLC
|
239,729 | $7,592,217 | |
| 6 | RBA |
Rb Global Inc.
|
54,749 | $6,375,520 | |
| 7 | UNF |
Unifirst Corp
|
24,046 | $6,359,205 | |
| 8 | CBZ |
CBIZ, Inc.
|
195,084 | $6,258,293 |
All Filings in QUAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,497 | 13,938 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||