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Creative Planning

Position in TRNS — Transcat Inc

CIK 1540235 OVERLAND PARK, KS

Position in TRNS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$522,015
+$134,346 QoQ
Shares Held
5,627
+6.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 173 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in TRNS Over Time

Shares Held

Position Value (USD)

Position in Specialty Business Services

Industrials · as of Jun 30, 2026

Creative Planning holds $127,553,070 across 30 Specialty Business Services names. TRNS ranks #25 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TRNS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $522,015 5,627
2026-03-31 $387,669 5,278