Creative Planning
Position in USLM — United States Lime & Minerals Inc
CIK 1540235
OVERLAND PARK, KS
Position in USLM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,254,117
+$423,721 QoQ
Shares Held
9,602
+38.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.9373047281816288.ToString("F0")%
Shared 0.ToString("F0")%
None 99.06269527181837.ToString("F0")%
Common Shares in USLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026Creative Planning holds $59,631,280 across 8 Building Materials names. USLM ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
|
76,877 | $20,933,607 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
24,025 | $14,143,037 | |
| 3 | KNF |
Knife River Corp
|
112,451 | $9,181,624 | |
| 4 | CRH |
Crh Public Ltd Co
|
70,352 | $7,395,402 | |
| 5 | CX |
Cemex Sab De CV
|
271,265 | $3,103,271 | |
| 6 | EXP |
Eagle Materials Inc
|
14,249 | $2,699,473 | |
| 7 | USLM |
United States Lime & Minerals Inc
This page
|
9,602 | $1,254,117 | |
| 8 | JHX |
James Hardie Industries plc
|
48,614 | $920,749 |
All Filings in USLM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,117 | 9,602 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $830,396 | 6,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $880,989 | 6,697 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $541,115 | 5,422 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $521,795 | 5,904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $461,137 | 3,474 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $257,724 | 2,639 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||