Creative Planning
Position in USLM — United States Lime & Minerals Inc
CIK 1540235
OVERLAND PARK, KS
Position in USLM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$786,071
-$468,046 QoQ
Shares Held
7,510
-21.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 236 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Creative Planning holds $79,566,687 across 10 Building Materials names. USLM ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
|
78,359 | $23,116,687 | |
| 2 | CRH |
Crh Public Ltd Co
|
152,126 | $16,277,482 | |
| 3 | MLM |
Martin Marietta Materials Inc
|
24,053 | $13,871,365 | |
| 4 | KNF |
Knife River Corp
|
107,066 | $8,956,070 | |
| 5 | EXP |
Eagle Materials Inc
|
27,125 | $6,103,125 | |
| 6 | AMRZ |
Amrize Ltd
|
91,827 | $4,894,379 | |
| 7 | CX |
Cemex Sab De CV
|
333,671 | $4,004,052 | |
| 8 | JHX |
James Hardie Industries plc
|
46,041 | $1,205,352 |
All Filings in USLM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,071 | 7,510 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||