Creative Planning

Position in VLTO — Veralto Corp

CIK 1540235 OVERLAND PARK, KS

Position in VLTO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,631,323

+$986,569 QoQ

Shares Held

74,998

+32.6% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.3466759113576362.ToString("F0")% Shared 0.ToString("F0")% None 99.65332408864236.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $13,527,297 across 5 Pollution & Treatment Controls names. VLTO ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLTO	Veralto Corp This page	74,998	$6,631,323
2	ZWS	Zurn Elkay Water Solutions Corp	104,656	$4,692,775
3	CECO	Ceco Environmental Corp	34,512	$2,056,224
4	PCT	PureCycle Technologies, Inc.	17,940	$93,108
5	CLIR	ClearSign Technologies Corp	12,355	$53,867

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,631,323	74,998	+32.6%	Shares	Sole	2026-05-12
2025-12-31	$5,644,754	56,572	-7.3%	Shares	Sole	2026-02-17
2025-09-30	$6,504,701	61,014	+59.3%	Shares	Sole	2025-11-14
2025-06-30	$3,866,586	38,302	+18.5%	Shares	Sole	2025-08-08
2025-03-31	$3,150,558	32,330	+8.5%	Shares	Sole	2025-05-15
2024-12-31	$3,036,045	29,809	+13.8%	Shares	Defined	2025-02-14
2024-09-30	$2,929,165	26,186	+2.9%	Shares	Defined	2024-10-11
2024-06-30	$2,430,660	25,460	-1.8%	Shares	Defined	2024-08-15
2024-03-31	$2,298,510	25,925	-1.7%	Shares	Defined	2024-05-13
2023-12-31	$2,168,619	26,363	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.