Position in WS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,544,299
+$363,931 QoQ
Shares Held
50,883
+49.2% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.2869327673289704.ToString("F0")%
Shared 0.ToString("F0")%
None 99.71306723267102.ToString("F0")%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026Creative Planning holds $90,756,138 across 10 Steel names. WS ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
137,729 | $23,289,973 | |
| 2 | PKX |
Posco Holdings Inc.
|
338,722 | $19,811,849 | |
| 3 | RS |
Reliance, Inc.
|
63,425 | $19,276,126 | |
| 4 | STLD |
Steel Dynamics Inc
|
45,442 | $8,179,560 | |
| 5 | MT |
ArcelorMittal
|
154,983 | $8,056,015 | |
| 6 | NWPX |
NWPX Infrastructure, Inc.
|
82,087 | $6,391,293 | |
| 7 | GGB |
Gerdau S.A.
|
605,923 | $2,187,382 | |
| 8 | WS |
Worthington Steel, Inc.
This page
|
50,883 | $1,544,299 |
All Filings in WS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,544,299 | 50,883 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,180,368 | 34,095 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $564,645 | 18,580 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $442,348 | 14,829 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $370,831 | 14,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $373,630 | 11,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $388,462 | 11,422 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $377,868 | 11,327 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $420,914 | 11,741 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $341,246 | 12,144 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||