Position in REZI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,475,399
+$5,754 QoQ
Shares Held
103,097
+4.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.7788781438839152.ToString("F0")%
Shared 0.ToString("F0")%
None 99.22112185611608.ToString("F0")%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Creative Planning holds $107,271,823 across 17 Industrial Distribution names. REZI ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
845,147 | $39,214,820 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
18,873 | $20,586,858 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
32,733 | $8,684,719 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
34,969 | $8,156,868 | |
| 5 | WSO |
Watsco Inc
|
14,994 | $5,454,667 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
56,108 | $5,177,085 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
38,378 | $5,108,495 | |
| 8 | REZI |
Resideo Technologies, Inc.
This page
|
103,097 | $3,475,399 |
All Filings in REZI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,475,399 | 103,097 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,469,645 | 98,794 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,477,377 | 103,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,609,475 | 72,959 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,251,478 | 70,705 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $957,058 | 41,521 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $644,157 | 31,984 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $584,879 | 29,902 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $679,729 | 30,318 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $462,557 | 24,578 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $311,133 | 19,692 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $383,133 | 21,695 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $406,034 | 22,212 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $354,234 | 21,534 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $336,313 | 17,645 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $299,572 | 15,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $364,193 | 15,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $394,432 | 15,153 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $372,296 | 15,018 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $359,520 | 11,984 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $333,999 | 11,823 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $53,578 | 11,070 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||