Creative Planning Specialty Industrial Machinery

Creative Planning

  • $116 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$76.2 Million 0.07% of portfolio
213,350
Q2 2025 Added 0.62%
$306B
$61.4 Million 0.05% of portfolio
238,404
Q2 2025 Added 0.83%
$25B
$45 Million 0.04% of portfolio
245,432
Q2 2025 Reduced 1.26%
$78.6B
$28.2 Million 0.02% of portfolio
211,493
Q2 2025 Added 1.49%
$96.6B
$25.1 Million 0.02% of portfolio
35,971
Q2 2025 Reduced 2.85%
$56.3B
$22.2 Million 0.02% of portfolio
67,816
Q2 2025 Added 0.53%
$80B
$20.5 Million 0.02% of portfolio
82,919
Q2 2025 Reduced 7.58%
$36.7B
$18.1 Million 0.02% of portfolio
182,587
Q2 2025 Added 9.1%
$39.2B
$10.8 Million 0.01% of portfolio
32,438
Q2 2025 Reduced 5.69%
$55.1B
$9.66 Million 0.01% of portfolio
17,040
Q2 2025 Reduced 4.04%
$14.4B
$8.08 Million 0.01% of portfolio
93,946
Q2 2025 Added 0.45%
$31.6B
$7.86 Million 0.01% of portfolio
94,490
Q2 2025 Added 11.91%
$42.5B
$6.34 Million 0.01% of portfolio
35,022
Q2 2025 Added 19.95%
$25.8B
$5.53 Million 0.0% of portfolio
42,760
Q2 2025 Added 5.1%
$8.29B
$4.76 Million 0.0% of portfolio
66,276
Q2 2025 Added 613.72%
$12.7B
$4.4 Million 0.0% of portfolio
30,755
Q2 2025 Added 3.62%
$14B
$3.69 Million 0.0% of portfolio
23,549
Q2 2025 Added 4.09%
$9.05B
$3.5 Million 0.0% of portfolio
53,407
Q2 2025 Reduced 3.51%
$7.45B
$3.1 Million 0.0% of portfolio
12,616
Q2 2025 Added 13.55%
$1.58B
$2.94 Million 0.0% of portfolio
74,339
Q2 2025 Added 253.04%
$17.5B
$2.57 Million 0.0% of portfolio
25,069
Q2 2025 Added 22.13%
$9.01B
$2.52 Million 0.0% of portfolio
36,270
Q2 2025 Added 13.02%
$11.1B
$2.49 Million 0.0% of portfolio
13,088
Q2 2025 Added 19.7%
$4.52B
$2.33 Million 0.0% of portfolio
8,115
Q2 2025 Reduced 2.42%
$4.46B
$2.26 Million 0.0% of portfolio
104,996
Q2 2025 Added 83.09%
$12.3B
$2.13 Million 0.0% of portfolio
12,125
Q2 2025 Added 89.42%
$7.29B
$2.07 Million 0.0% of portfolio
12,579
Q2 2025 Reduced 2.47%
$1.55B
$1.63 Million 0.0% of portfolio
21,095
Q2 2025 Added 78.18%
$4.73B
$1.59 Million 0.0% of portfolio
8,296
Q2 2025 Reduced 0.52%
$12.3B
$1.54 Million 0.0% of portfolio
7,181
Q2 2025 Reduced 3.08%
$4.01B
$1.53 Million 0.0% of portfolio
12,201
Q2 2025 Added 4.13%
$3.97B
$1.21 Million 0.0% of portfolio
3,811
Q2 2025 Reduced 40.2%
$4.22B
$1.14 Million 0.0% of portfolio
47,574
Q2 2025 Reduced 19.71%
$9.51B
$1.1 Million 0.0% of portfolio
7,598
Q2 2025 Reduced 93.33%
$6.9B
$1.08 Million 0.0% of portfolio
7,528
Q2 2025 Reduced 0.52%
$1.64B
$1.04 Million 0.0% of portfolio
31,062
Q2 2025 New
$4.46B
$942,000 0.0% of portfolio
10,499
Q2 2025 Reduced 33.98%
$6.95B
$920,000 0.0% of portfolio
17,576
Q2 2025 Added 99.75%
$2.19B
$687,000 0.0% of portfolio
10,623
Q2 2025 New
$533M
$550,000 0.0% of portfolio
11,119
Q2 2025 Added 52.5%
$2.36B
$402,000 0.0% of portfolio
2,575
Q2 2025 Reduced 21.71%
$6.9B
$355,000 0.0% of portfolio
15,435
Q2 2025 Added 53.87%
$1.11B
$267,000 0.0% of portfolio
7,286
Q2 2025 Reduced 20.78%
$1.63B
$266,000 0.0% of portfolio
13,277
Q2 2025 Reduced 33.53%
$340M
$237,000 0.0% of portfolio
7,326
Q2 2025 New
$1.6B
$208,000 0.0% of portfolio
5,681
Q2 2025 New
$861M
$207,000 0.0% of portfolio
7,402
Q2 2025 Reduced 32.15%
$6.71M
$9,000 0.0% of portfolio
10,537
Q2 2025 Added 5.02%
Filter Shares Options
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email