Position in RTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,572,633
-$629,802 QoQ
Shares Held
54,968
-21.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 284 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RTO 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. RTO ranks #15 (1.4% 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 RTO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,633 | 54,968 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,202,435 | 69,963 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,536,663 | 52,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $970,053 | 38,418 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $393,168 | 16,382 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $1,071,921 | 42,335 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,105,594 | 44,348 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,362,472 | 45,952 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,003,060 | 33,269 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $316,740 | 11,071 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $511,918 | 13,817 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $608,984 | 15,611 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $382,222 | 10,469 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||