Creative Planning

Position in UNF — Unifirst Corp

CIK 1540235 OVERLAND PARK, KS

Position in UNF

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

Position Value

$6,359,205

+$889,890 QoQ

Shares Held

24,046

+10.6% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#74

of 340 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $114,836,731 across 29 Specialty Business Services names. UNF ranks #7 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	24,046	$6,359,205
8	CBZ	CBIZ, Inc.	195,084	$6,258,293

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,359,205	24,046	+10.6%	Shares	Defined	2026-08-13
2026-03-31	$5,469,315	21,739	+60.9%	Shares	Sole	2026-05-12
2025-12-31	$2,605,500	13,507	+95.4%	Shares	Sole	2026-02-17
2025-09-30	$1,155,449	6,911	+85.5%	Shares	Sole	2025-11-14
2025-06-30	$701,307	3,726	-17.0%	Shares	Defined	2025-08-08
2025-03-31	$780,738	4,487	+11.5%	Shares	Sole	2025-05-15
2024-12-31	$688,294	4,023	+2.4%	Shares	Defined	2025-02-14
2024-09-30	$780,694	3,930	+194.6%	Shares	Defined	2024-10-11
2024-06-30	$228,820	1,334	-19.5%	Shares	Sole	2024-08-15
2024-03-31	$287,546	1,658	+41.0%	Shares	Sole	2024-05-13
2023-03-31	$207,246	1,176	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.