Position in SGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,897,600
-$14,152 QoQ
Shares Held
25,671
+19.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0.16750418760469013.ToString("F0")%
Shared 0.ToString("F0")%
None 99.83249581239531.ToString("F0")%
Common Shares in SGI Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $24,629,823 across 13 Furnishings, Fixtures & Appliances names. SGI ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
66,656 | $6,562,949 | |
| 2 | ETD |
Ethan Allen Interiors Inc
|
153,603 | $3,419,202 | |
| 3 | LZB |
La-Z-Boy Inc
|
96,607 | $3,104,948 | |
| 4 | LEG |
Leggett & Platt Inc
|
196,289 | $1,939,335 | |
| 5 | SGI |
Somnigroup International Inc.
This page
|
25,671 | $1,897,600 | |
| 6 | HNI |
Hni Corp
|
42,500 | $1,419,075 | |
| 7 | TILE |
Interface Inc
|
56,447 | $1,406,659 | |
| 8 | SN |
SharkNinja, Inc.
|
11,201 | $1,186,185 |
All Filings in SGI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,897,600 | 25,671 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,911,752 | 21,413 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,638,109 | 19,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $953,108 | 14,006 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $739,877 | 12,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $578,464 | 10,204 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $457,766 | 8,384 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $388,329 | 8,203 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $470,753 | 8,285 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $395,577 | 7,761 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $324,876 | 7,496 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $315,230 | 7,867 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $320,658 | 8,120 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $277,146 | 8,073 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,897 | 8,695 | Shares | Sole | 2022-11-03 | |
| 2021-12-31 | $239,006 | 5,082 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $230,936 | 4,976 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||