Creative Planning

Position in TREX — Trex Co Inc

CIK 1540235 OVERLAND PARK, KS

Position in TREX

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

Position Value

$13,417,325

+$5,507,375 QoQ

Shares Held

268,132

+23.5% QoQ

Ownership

0.263%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#66

of 465 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $210,328,294 across 26 Building Products & Equipment names. TREX ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	105,874	$52,001,073
2	CARR	CARRIER GLOBAL Corp	542,319	$39,779,098
3	JCI	Johnson Controls International plc	227,916	$33,300,806
4	TREX	Trex Co Inc This page	268,132	$13,417,325
5	OC	Owens Corning	67,186	$10,679,886
6	MAS	Masco Corp /De/	114,372	$9,306,449
7	SPXC	SPX Technologies, Inc.	36,901	$9,047,017
8	CSL	Carlisle Companies Inc	15,655	$5,678,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,417,325	268,132	+23.5%	Shares	Defined	2026-08-13
2026-03-31	$7,909,950	217,187	+102.0%	Shares	Defined	2026-05-12
2025-12-31	$3,770,924	107,495	+31.6%	Shares	Sole	2026-02-17
2025-09-30	$4,222,110	81,713	+36.2%	Shares	Sole	2025-11-14
2025-06-30	$3,263,560	60,014	-2.1%	Shares	Defined	2025-08-08
2025-03-31	$3,561,819	61,305	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$4,125,508	59,764	-0.6%	Shares	Defined	2025-02-14
2024-09-30	$4,003,055	60,124	-0.3%	Shares	Defined	2024-10-11
2024-06-30	$4,468,249	60,284	+0.7%	Shares	Defined	2024-08-15
2024-03-31	$5,972,232	59,872	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$4,936,436	59,626	+3.8%	Shares	Defined	2024-02-14
2023-09-30	$3,539,965	57,439	+1.0%	Shares	Sole	2023-11-16
2023-06-30	$3,726,757	56,845	+0.3%	Shares	Defined	2023-07-21
2023-03-31	$2,758,907	56,686	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$2,337,335	55,217	+28.7%	Shares	Sole	2023-02-10
2022-09-30	$1,885,377	42,908	+41.8%	Shares	Sole	2022-11-03
2022-06-30	$1,646,205	30,250	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$1,969,503	30,147	+23.6%	Shares	Sole	2022-05-16
2021-12-31	$3,293,246	24,389	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$2,459,876	24,133	+3.7%	Shares	Sole	2021-11-10
2021-06-30	$2,379,653	23,282	-9.2%	Shares	Sole	2021-08-04
2021-03-31	$2,346,353	25,632	-2.2%	Shares	Sole	2021-04-30
2020-12-31	$2,193,464	26,200	-0.2%	Shares	Sole	2021-01-29
2020-09-30	$1,878,784	26,240	+107.7%	Shares	Sole	2020-11-05
2020-06-30	$1,643,434	12,635	-0.1%	Shares	Sole	2020-07-23
2020-03-31	$1,013,210	12,643	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.