Position in RIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,047,840
+$4,895,157 QoQ
Shares Held
548,276
+8.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#42
of 966 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Derivatives in RIO
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$600
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Creative Planning holds $117,379,640 across 20 Other Industrial Metals & Mining names. RIO ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
548,276 | $52,047,840 | |
| 2 | BHP |
BHP Group Ltd
|
515,030 | $42,907,148 | |
| 3 | VALE |
Vale S.A.
|
355,934 | $5,353,246 | |
| 4 | MTRN |
MATERION Corp
|
15,812 | $4,702,330 | |
| 5 | CRML |
Critical Metals Corp.
|
321,490 | $3,295,272 | |
| 6 | MP |
MP Materials Corp. / DE
|
57,617 | $3,227,127 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
81,706 | $1,763,215 | |
| 8 | CMP |
Compass Minerals International Inc
|
51,498 | $1,603,131 |
All Filings in RIO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,047,840 | 548,276 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $47,152,683 | 505,442 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $36,727,847 | 458,926 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,371,324 | 399,505 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,176,591 | 157,322 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,511,138 | 91,730 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,255,854 | 106,374 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,704,987 | 80,160 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,059,924 | 76,747 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,677,686 | 73,387 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,706,911 | 76,644 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,595,865 | 87,930 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,639,560 | 88,339 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,109,533 | 74,483 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,268,159 | 73,991 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $600 | 500 | Put | Sole | 2023-02-10 | |
| 2022-09-30 | $3,796,166 | 68,946 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,452,783 | 56,603 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,419,990 | 54,975 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,592,535 | 53,668 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,829,760 | 42,349 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,860,984 | 34,104 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,289,432 | 29,484 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,028,984 | 26,974 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,554,498 | 25,741 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,165,903 | 20,753 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $961,543 | 21,105 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||