Creative Planning

Position in SITE — SiteOne Landscape Supply, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in SITE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$5,108,495

+$3,628,474 QoQ

Shares Held

38,378

+223.0% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.716556360414821.ToString("F0")% Shared 0.ToString("F0")% None 99.28344363958517.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $107,271,823 across 17 Industrial Distribution names. SITE ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	845,147	$39,214,820
2	GWW	W.W. Grainger, Inc.	18,873	$20,586,858
3	AIT	Applied Industrial Technologies Inc	32,733	$8,684,719
4	FERG	Ferguson Enterprises Inc. /DE/	34,969	$8,156,868
5	WSO	Watsco Inc	14,994	$5,454,667
6	MSM	Msc Industrial Direct Co Inc	56,108	$5,177,085
7	SITE	SiteOne Landscape Supply, Inc. This page	38,378	$5,108,495
8	REZI	Resideo Technologies, Inc.	103,097	$3,475,399

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,108,495	38,378	+223.0%	Shares	Sole	2026-05-12
2025-12-31	$1,480,021	11,882	+217.5%	Shares	Sole	2026-02-17
2025-09-30	$481,969	3,742	+19.3%	Shares	Sole	2025-11-14
2025-06-30	$379,267	3,136	-21.5%	Shares	Sole	2025-08-08
2025-03-31	$485,152	3,995	+76.8%	Shares	Sole	2025-05-15
2024-12-31	$297,799	2,260	-6.6%	Shares	Defined	2025-02-14
2024-09-30	$365,202	2,420	-27.7%	Shares	Defined	2024-10-11
2024-06-30	$406,358	3,347	-2.5%	Shares	Defined	2024-08-15
2024-03-31	$599,404	3,434	+47.7%	Shares	Sole	2024-05-13
2023-12-31	$377,812	2,325	+8.6%	Shares	Sole	2024-02-14
2023-09-30	$349,946	2,141	-0.5%	Shares	Sole	2023-11-16
2023-06-30	$360,158	2,152	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.