Position in WS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,818,926
+$274,627 QoQ
Shares Held
54,167
+6.5% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 235 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Creative Planning holds $121,344,628 across 10 Steel names. WS ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
140,503 | $31,297,042 | |
| 2 | RS |
Reliance, Inc.
|
65,731 | $24,557,101 | |
| 3 | PKX |
Posco Holdings Inc.
|
477,747 | $24,546,640 | |
| 4 | NWPX |
NWPX Infrastructure, Inc.
|
79,408 | $11,906,435 | |
| 5 | STLD |
Steel Dynamics Inc
|
47,788 | $10,965,433 | |
| 6 | MT |
ArcelorMittal
|
177,434 | $10,685,074 | |
| 7 | GGB |
Gerdau S.A.
|
809,546 | $3,270,565 | |
| 8 | WS |
Worthington Steel, Inc.
This page
|
54,167 | $1,818,926 |
All Filings in WS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,926 | 54,167 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||