Position in TRC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$916,076
+$6,636 QoQ
Shares Held
48,624
-15.7% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.7403751233958539.ToString("F0")%
Shared 0.ToString("F0")%
None 99.25962487660415.ToString("F0")%
Common Shares in TRC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Creative Planning holds $139,562,223 across 13 Conglomerates names. TRC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
347,594 | $82,398,200 | |
| 2 | MMM |
3M Co
|
225,095 | $32,690,545 | |
| 3 | SEB |
Seaboard Corp /De/
|
1,110 | $6,275,962 | |
| 4 | GHC |
Graham Holdings Co
|
5,042 | $5,330,704 | |
| 5 | VMI |
Valmont Industries Inc
|
12,009 | $4,798,436 | |
| 6 | DLX |
Deluxe Corp
|
105,142 | $2,895,610 | |
| 7 | BBUC |
Brookfield Business Corp
|
83,871 | $2,653,678 | |
| 8 | TRC |
Tejon Ranch Co
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|
48,624 | $916,076 |
All Filings in TRC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $916,076 | 48,624 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $909,440 | 57,669 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $524,047 | 32,794 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $469,096 | 27,659 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $286,916 | 18,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $175,503 | 11,038 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||