Position in TRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,210,986
-$661,790 QoQ
Shares Held
51,561
-4.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 412 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Creative Planning holds $114,836,731 across 29 Specialty Business Services names. TRI ranks #11 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
153,669 | $26,136,022 | |
| 2 | CPRT |
Copart Inc
|
374,768 | $10,564,708 | |
| 3 | GPN |
Global Payments Inc
|
136,323 | $9,891,596 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
179,721 | $9,449,729 | |
| 5 | RELX |
Relx PLC
|
239,729 | $7,592,217 | |
| 6 | RBA |
Rb Global Inc.
|
54,749 | $6,375,520 | |
| 7 | UNF |
Unifirst Corp
|
24,046 | $6,359,205 | |
| 8 | CBZ |
CBIZ, Inc.
|
195,084 | $6,258,293 |
All Filings in TRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,210,986 | 51,561 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,872,776 | 54,154 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,782,483 | 21,097 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,227,912 | 20,781 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,138,651 | 20,577 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,465,448 | 20,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,051,710 | 19,028 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,129,144 | 18,342 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,836,695 | 16,828 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,596,750 | 16,664 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,221,373 | 15,192 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,599,578 | 13,077 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,906,296 | 14,127 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,642,894 | 12,626 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,053,779 | 9,238 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $971,092 | 9,463 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $668,715 | 6,417 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $478,395 | 4,395 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $527,883 | 4,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $448,769 | 4,062 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $392,214 | 3,949 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $370,771 | 4,234 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $269,581 | 3,292 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $258,694 | 3,243 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $319,417 | 4,707 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||