Position in SB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$130,806
-$12,524 QoQ
Shares Held
20,730
-8.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 157 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SB Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Creative Planning holds $19,104,367 across 12 Marine Shipping names. SB ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
33,889 | $6,514,482 | |
| 2 | KEX |
Kirby Corp
|
26,712 | $3,632,029 | |
| 3 | HSHP |
Himalaya Shipping Ltd.
|
244,464 | $3,266,038 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
65,826 | $1,631,168 | |
| 5 | DAC |
Danaos Corp
|
10,758 | $1,316,456 | |
| 6 | SFL |
SFL Corp Ltd.
|
76,292 | $778,178 | |
| 7 | GSL |
Global Ship Lease, Inc.
|
16,751 | $629,837 | |
| 8 | CMRE |
Costamare Inc.
|
30,100 | $422,001 |
All Filings in SB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,806 | 20,730 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $143,330 | 22,643 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $89,136 | 18,493 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $68,598 | 15,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,464 | 12,317 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,331 | 17,434 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||