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Creative Planning

Position in SPXC — SPX Technologies, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in SPXC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$6,692,591
+$395,103 QoQ
Shares Held
33,473
+6.3% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority Sole 0.5108594987004451.ToString("F0")% Shared 0.ToString("F0")% None 99.48914050129956.ToString("F0")%

Common Shares in SPXC Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Mar 31, 2026

Creative Planning holds $147,364,694 across 25 Building Products & Equipment names. SPXC ranks #5 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SPXC
SPX Technologies, Inc.
This page
33,473 $6,692,591

All Filings in SPXC

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,692,591 33,473
2025-12-31 $6,297,488 31,478
2025-09-30 $5,211,721 27,903
2025-06-30 $3,973,009 23,694
2025-03-31 $2,887,891 22,425
2024-12-31 $2,482,133 17,057
2024-09-30 $2,535,413 15,900
2024-06-30 $1,922,583 13,526
2024-03-31 $1,312,319 10,658
2023-12-31 $665,452 6,588
2023-09-30 $390,801 4,801
2023-06-30 $369,789 4,352
2023-03-31 $217,880 3,087
2022-09-30 $271,737 4,921