Position in RS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,557,101
+$5,280,975 QoQ
Shares Held
65,731
+3.6% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#81
of 681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Creative Planning holds $121,344,628 across 10 Steel names. RS ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
140,503 | $31,297,042 | |
| 2 | RS |
Reliance, Inc.
This page
|
65,731 | $24,557,101 | |
| 3 | PKX |
Posco Holdings Inc.
|
477,747 | $24,546,640 | |
| 4 | NWPX |
NWPX Infrastructure, Inc.
|
79,408 | $11,906,435 | |
| 5 | STLD |
Steel Dynamics Inc
|
47,788 | $10,965,433 | |
| 6 | MT |
ArcelorMittal
|
177,434 | $10,685,074 | |
| 7 | GGB |
Gerdau S.A.
|
809,546 | $3,270,565 | |
| 8 | WS |
Worthington Steel, Inc.
|
54,167 | $1,818,926 |
All Filings in RS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,557,101 | 65,731 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,276,126 | 63,425 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,242,361 | 59,689 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,299,479 | 68,723 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,294,347 | 67,838 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,380,900 | 67,120 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,035,573 | 66,982 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,266,301 | 66,617 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $18,837,031 | 65,956 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $21,944,597 | 65,667 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,230,660 | 65,184 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,963,396 | 64,689 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $18,035,747 | 66,408 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $17,554,597 | 68,375 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,891,027 | 68,618 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,764,195 | 73,185 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,170,469 | 71,650 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,300,566 | 77,996 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,394,753 | 88,736 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,636,214 | 88,725 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,921,293 | 98,882 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,973,594 | 131,155 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,166,729 | 135,004 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $13,974,990 | 136,956 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,184,922 | 138,891 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $12,159,068 | 138,818 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||