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Equibles

Creative Planning

Position in REZI — Resideo Technologies, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to REZI Full portfolio

Position in REZI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,737,264
-$738,136 QoQ
Shares Held
126,478
-14.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 435 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in REZI Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Creative Planning holds $121,129,969 across 18 Industrial Distribution names. REZI ranks #9 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
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
 29,493 $6,338,045
8 WCC
Wesco International Inc
 12,412 $4,287,476

All Filings in REZI

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,737,264 88,015
2026-03-31 $3,475,400 103,097
2025-12-31 $3,469,644 98,794
2025-09-30 $4,477,374 103,691
2025-06-30 $1,609,472 72,959
2025-03-31 $1,251,475 70,705
2024-12-31 $957,060 41,521
2024-09-30 $644,157 31,984
2024-06-30 $584,880 29,902
2024-03-31 $679,726 30,318
2023-12-31 $462,556 24,578
2023-09-30 $311,131 19,692
2023-06-30 $383,133 21,695
2023-03-31 $406,033 22,212
2022-12-31 $354,235 21,534
2022-09-30 $336,312 17,645
2022-06-30 $299,573 15,426
2022-03-31 $364,194 15,283
2021-12-31 $394,432 15,153
2021-09-30 $372,295 15,018
2021-06-30 $359,519 11,984
2021-03-31 $333,999 11,823
2020-03-31 $53,578 11,070