Position in TM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,110,448
-$7,243,928 QoQ
Shares Held
113,469
-11.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#34
of 639 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $562,053,543 across 14 Auto Manufacturers names. TM ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,130,268 | $475,390,720 | |
| 2 | GM |
General Motors Co
|
351,306 | $27,078,666 | |
| 3 | TM |
Toyota Motor Corp/
This page
|
113,469 | $19,110,448 | |
| 4 | F |
Ford Motor Co
|
1,278,307 | $17,768,467 | |
| 5 | RACE |
Ferrari N.V.
|
22,355 | $8,322,542 | |
| 6 | HMC |
Honda Motor Co Ltd
|
277,281 | $7,517,087 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
183,939 | $3,191,340 | |
| 8 | STLA |
Stellantis N.V.
|
296,119 | $1,699,722 |
All Filings in TM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,110,448 | 113,469 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,354,376 | 127,878 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $24,655,216 | 115,179 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,181,396 | 105,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,610,403 | 84,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,477,924 | 104,673 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,922,023 | 92,092 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,790,068 | 77,225 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $15,424,598 | 75,253 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,638,161 | 74,055 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,299,113 | 67,069 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,397,869 | 52,283 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,548,658 | 46,959 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,478,726 | 38,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,371,281 | 39,327 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,300,091 | 33,004 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,027,637 | 32,611 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,074,064 | 33,698 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,214,591 | 33,538 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,914,098 | 33,272 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,002,262 | 22,891 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,733,735 | 23,925 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,760,533 | 24,329 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,479,939 | 18,725 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,926,536 | 15,335 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,090,248 | 17,426 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||