Position in SLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,812
-$15,203 QoQ
Shares Held
10,841
-17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 137 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLI Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Creative Planning holds $117,379,640 across 20 Other Industrial Metals & Mining names. SLI ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
548,276 | $52,047,840 | |
| 2 | BHP |
BHP Group Ltd
|
515,030 | $42,907,148 | |
| 3 | VALE |
Vale S.A.
|
355,934 | $5,353,246 | |
| 4 | MTRN |
MATERION Corp
|
15,812 | $4,702,330 | |
| 5 | CRML |
Critical Metals Corp.
|
321,490 | $3,295,272 | |
| 6 | MP |
MP Materials Corp. / DE
|
57,617 | $3,227,127 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
81,706 | $1,763,215 | |
| 8 | CMP |
Compass Minerals International Inc
|
51,498 | $1,603,131 |
All Filings in SLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,812 | 10,841 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $45,015 | 13,201 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||