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Creative Planning

Position in TRNS — Transcat Inc

CIK 1540235 OVERLAND PARK, KS

Position in TRNS

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$387,669
New position
Shares Held
5,278
first reported quarter
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 1.0799545282303904.ToString("F0")% Shared 0.ToString("F0")% None 98.92004547176961.ToString("F0")%

Position in Specialty Business Services

Industrials · as of Mar 31, 2026

Creative Planning holds $99,615,333 across 29 Specialty Business Services names. TRNS ranks #22 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TRNS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $387,669 5,278