Creative Planning

Position in TKR — Timken Co

CIK 1540235 OVERLAND PARK, KS

Position in TKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$13,054,821

+$5,733,124 QoQ

Shares Held

89,835

+23.4% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#106

of 604 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $65,940,903 across 8 Tools & Accessories names. TKR ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	42,542	$17,118,900
2	TKR	Timken Co This page	89,835	$13,054,821
3	TTC	Toro Co	99,800	$9,722,515
4	RBC	RBC Bearings INC	12,397	$7,984,411
5	SWK	Stanley Black & Decker, Inc.	84,448	$7,948,245
6	LECO	Lincoln Electric Holdings Inc	21,250	$5,642,087
7	KMT	Kennametal Inc	118,540	$4,154,826
8	HLMN	Hillman Solutions Corp.	37,334	$315,098

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,054,821	89,835	+23.4%	Shares	Defined	2026-08-13
2026-03-31	$7,321,697	72,802	+63.5%	Shares	Sole	2026-05-12
2025-12-31	$3,745,215	44,517	+177.4%	Shares	Sole	2026-02-17
2025-09-30	$1,206,563	16,049	+55.0%	Shares	Defined	2025-11-14
2025-06-30	$750,964	10,351	+15.2%	Shares	Sole	2025-08-08
2025-03-31	$645,751	8,985	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$633,836	8,881	-12.4%	Shares	Defined	2025-02-14
2024-09-30	$854,531	10,138	+11.1%	Shares	Defined	2024-10-11
2024-06-30	$731,025	9,123	+1.7%	Shares	Sole	2024-08-15
2024-03-31	$784,509	8,973	+16.9%	Shares	Sole	2024-05-13
2023-12-31	$615,071	7,674	+42.2%	Shares	Sole	2024-02-14
2023-09-30	$396,698	5,398	-20.1%	Shares	Sole	2023-11-16
2023-06-30	$618,193	6,754	+9.6%	Shares	Sole	2023-07-21
2023-03-31	$503,476	6,161	-13.0%	Shares	Sole	2023-05-15
2022-12-31	$500,555	7,083	-7.1%	Shares	Sole	2023-02-10
2022-09-30	$450,180	7,625	+39.8%	Shares	Sole	2022-11-03
2022-06-30	$289,440	5,456	-6.8%	Shares	Sole	2022-08-15
2022-03-31	$355,337	5,854	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$395,645	5,710	-5.7%	Shares	Sole	2022-02-11
2021-09-30	$396,183	6,056	-6.9%	Shares	Sole	2021-11-10
2021-06-30	$524,318	6,506	+4.3%	Shares	Sole	2021-08-04
2021-03-31	$506,338	6,238	+4.7%	Shares	Sole	2021-04-30
2020-12-31	$460,910	5,958	-1.3%	Shares	Sole	2021-01-29
2020-09-30	$327,271	6,036	+0.3%	Shares	Sole	2020-11-05
2020-06-30	$273,758	6,018	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.