Position in VMI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,798,436
+$249,404 QoQ
Shares Held
12,009
+6.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5995503372470647.ToString("F0")%
Shared 0.ToString("F0")%
None 99.40044966275293.ToString("F0")%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Creative Planning holds $133,077,016 across 12 Conglomerates names. VMI ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
347,594 | $78,566,671 | |
| 2 | MMM |
3M Co
|
225,095 | $32,690,545 | |
| 3 | SEB |
Seaboard Corp /De/
|
1,110 | $6,275,962 | |
| 4 | GHC |
Graham Holdings Co
|
5,042 | $5,330,704 | |
| 5 | VMI |
Valmont Industries Inc
This page
|
12,009 | $4,798,436 | |
| 6 | DLX |
Deluxe Corp
|
105,142 | $2,895,610 | |
| 7 | TRC |
Tejon Ranch Co
|
48,624 | $916,076 | |
| 8 | TTI |
Tetra Technologies Inc
|
85,112 | $725,154 |
All Filings in VMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,798,436 | 12,009 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,549,032 | 11,307 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,923,051 | 10,118 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,751,352 | 8,425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,565,190 | 8,989 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,696,241 | 8,792 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,589,252 | 8,930 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,448,641 | 8,922 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,026,440 | 8,877 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,116,300 | 9,063 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,180,385 | 9,077 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,628,472 | 9,031 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,920,454 | 9,147 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,062,334 | 9,261 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,429,130 | 9,043 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,951,360 | 8,687 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,010,443 | 8,426 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,110,462 | 8,425 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,859,564 | 7,909 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,866,919 | 7,909 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,949,131 | 8,201 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,434,426 | 8,200 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $927,872 | 7,472 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $858,285 | 7,554 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $848,157 | 8,003 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||