Creative Planning

Position in VMI — Valmont Industries Inc

CIK 1540235 OVERLAND PARK, KS

Position in VMI

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

Position Value

$8,077,736

+$3,279,300 QoQ

Shares Held

13,985

+16.5% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#147

of 649 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $103,258,386 across 15 Conglomerates names. VMI ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	171,262	$38,345,561
2	MMM	3M Co	231,101	$37,417,562
3	VMI	Valmont Industries Inc This page	13,985	$8,077,736
4	GHC	Graham Holdings Co	5,450	$6,220,738
5	SEB	Seaboard Corp /De/	1,266	$5,651,841
6	BBUC	Brookfield Business Corp	75,833	$2,263,614
7	DLX	Deluxe Corp	87,391	$2,086,896
8	TTI	Tetra Technologies Inc	101,165	$1,146,198

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,077,736	13,985	+16.5%	Shares	Defined	2026-08-13
2026-03-31	$4,798,436	12,009	+6.2%	Shares	Sole	2026-05-12
2025-12-31	$4,549,032	11,307	+11.8%	Shares	Sole	2026-02-17
2025-09-30	$3,923,051	10,118	+20.1%	Shares	Defined	2025-11-14
2025-06-30	$2,751,352	8,425	-6.3%	Shares	Sole	2025-08-08
2025-03-31	$2,565,190	8,989	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$2,696,241	8,792	-1.5%	Shares	Defined	2025-02-14
2024-09-30	$2,589,252	8,930	+0.1%	Shares	Defined	2024-10-11
2024-06-30	$2,448,641	8,922	+0.5%	Shares	Defined	2024-08-15
2024-03-31	$2,026,440	8,877	-2.1%	Shares	Defined	2024-05-13
2023-12-31	$2,116,300	9,063	-0.2%	Shares	Defined	2024-02-14
2023-09-30	$2,180,385	9,077	+0.5%	Shares	Sole	2023-11-16
2023-06-30	$2,628,472	9,031	-1.3%	Shares	Sole	2023-07-21
2023-03-31	$2,920,454	9,147	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$3,062,334	9,261	+2.4%	Shares	Sole	2023-02-10
2022-09-30	$2,429,130	9,043	+4.1%	Shares	Sole	2022-11-03
2022-06-30	$1,951,360	8,687	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$2,010,443	8,426	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,110,462	8,425	+6.5%	Shares	Sole	2022-02-11
2021-09-30	$1,859,564	7,909	0.0%	Shares	Sole	2021-11-10
2021-06-30	$1,866,919	7,909	-3.6%	Shares	Sole	2021-08-04
2021-03-31	$1,949,131	8,201	+0.0%	Shares	Sole	2021-04-30
2020-12-31	$1,434,426	8,200	+9.7%	Shares	Sole	2021-01-29
2020-09-30	$927,872	7,472	-1.1%	Shares	Sole	2020-11-05
2020-06-30	$858,285	7,554	-5.6%	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.