Creative Planning

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 3,934
Total Value: 104536811896
Accession Number: 0001540235-25-000003
Form Type: 13F-HR
CIK: 0001540235
Manager Name: Creative Planning

Data Enrichment

78% identified

3,087 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3,934 positions • $104,536,811.896K total value

3,934 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 21 of 172

Sort by:

KIMBERLY CLARK CORP

KMB|494368103

92116(+13.1%)

Value:

$13.1B(+22.7%)

46137V266

340535(-4.0%)

Value:

$13.0B(-11.0%)

REGAL REXNORD CORP

RRX|758750103

113907(+13.1%)

Value:

$13.0B(-17.0%)

TransDigm Group INC

TDG|893641100

9316(+2.1%)

Value:

$12.9B(+11.4%)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

942646(+24.1%)

Value:

$12.8B(+44.4%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

26410(+11.9%)

Value:

$12.8B(+1.7%)

MOODYS CORP /DE/

MCO|615369105

27451(+14.3%)

Value:

$12.8B(+12.4%)

Autodesk, Inc.

ADSK|052769106

48199(+8.5%)

Value:

$12.6B(-3.9%)

464287887

IJT|464287887

101179(-1.9%)

Value:

$12.6B(-9.7%)

Baidu, Inc.

BIDU|056752108

136660(+143.2%)

Value:

$12.6B(+165.5%)

Aon plc

AON|G0403H108

31431(+6.6%)

Value:

$12.5B(+18.5%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

48998(+3.2%)

Value:

$12.5B(-12.6%)

464288679

112565(-7.9%)

Value:

$12.4B(-7.6%)

FASTENAL CO

FAST|311900104

158954(+9.4%)

Value:

$12.3B(+17.9%)

Prologis, Inc.

PLD|74340W103

110115(+32.2%)

Value:

$12.3B(+39.9%)

Discover Financial Services

DFS|254709108

71965(+6.1%)

Value:

$12.3B(+4.6%)

46138B103

545295(-0.1%)

Value:

$12.3B(+5.1%)

TotalEnergies SE

TTE|89151E109

187525(+5.9%)

Value:

$12.1B(+25.7%)

FIFTH THIRD BANCORP

FITB|316773100

309354(+28.0%)

Value:

$12.1B(+18.7%)

VALERO ENERGY CORP/TX

VLO|91913Y100

90852(+1.1%)

Value:

$12.0B(+9.0%)

Instrument	Shares		Other Manager	Value
Kimberly Clark Corp(KMBcusip494368103)	92.1K	QoQ +13.07% (+10.7K) YoY +32.45% (+22.6K)	All Managers (Combined)	$13.1M	QoQ +22.72% (+$2.4M) YoY +45.63% (+$4.1M)
(cusip46137V266)✕	340.5K	QoQ -4.03% (-14.3K) YoY -24.61% (-111.2K)	All Managers (Combined)	$13.0M	QoQ -11.03% (-$1.6M) YoY -21.47% (-$3.6M)
Regal Rexnord Corp(RRXcusip758750103)	113.9K	QoQ +13.13% (-13.2K) YoY +5117.91% (+111.7K)	All Managers (Combined)	$13.0M	QoQ -16.96% (-$2.6M) YoY +3199.24% (+$12.6M)
Transdigm Group Inc(TDGcusip893641100)	9.3K	QoQ +2.08% (+190) YoY +108.31% (+4.8K)	All Managers (Combined)	$12.9M	QoQ +11.42% (+$1.3M) YoY +133.95% (+$7.4M)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	942.6K	QoQ +24.12% (+183.2K) YoY +86.33% (+436.8K)	All Managers (Combined)	$12.8M	QoQ +44.35% (+$3.9M) YoY +148.26% (+$7.7M)
Ameriprise Financial Inc(AMPcusip03076C106)	26.4K	QoQ +11.89% (+2.8K) YoY +21.50% (+4.7K)	All Managers (Combined)	$12.8M	QoQ +1.74% (+$219.2K) YoY +34.16% (+$3.3M)
Moodys Corp /De/(MCOcusip615369105)	27.5K	QoQ +14.26% (+3.4K) YoY +44.31% (+8.4K)	All Managers (Combined)	$12.8M	QoQ +12.41% (+$1.4M) YoY +70.99% (+$5.3M)
Autodesk, Inc.(ADSKcusip052769106)	48.2K	QoQ +8.46% (-3.8K) YoY +34.78% (+12.4K)	All Managers (Combined)	$12.6M	QoQ -3.92% (-$515.6K) YoY +35.50% (+$3.3M)
(IJTcusip464287887)	101.2K	QoQ -1.85% (-1.9K) YoY +31.57% (+24.3K)	All Managers (Combined)	$12.6M	QoQ -9.73% (-$1.4M) YoY +25.30% (+$2.5M)
Baidu, Inc.(BIDUcusip056752108)	136.7K	QoQ +143.24% (+80.5K) YoY +424.44% (+110.6K)	All Managers (Combined)	$12.6M	QoQ +165.52% (+$7.8M) YoY +358.44% (+$9.8M)
Aon Plc(AONcusipG0403H108)	31.4K	QoQ +6.63% (+2.0K) YoY -4.19% (-1.4K)	All Managers (Combined)	$12.5M	QoQ +18.48% (+$2.0M) YoY +14.57% (-$1.6M)
Cadence Design Systems Inc(CDNScusip127387108)	49.0K	QoQ +3.23% (-1.5K) YoY +20.74% (-8.4K)	All Managers (Combined)	$12.5M	QoQ -12.61% (-$1.8M) YoY -1.34% (-$170.1K)
(cusip464288679)✕	112.6K	QoQ -7.90% (-9.7K) YoY -59.14% (-163.0K)	All Managers (Combined)	$12.4M	QoQ -7.61% (-$1.0M) YoY -59.17% (-$18.0M)
Fastenal Co(FASTcusip311900104)	159.0K	QoQ +9.36% (+13.6K) YoY +26.40% (+33.2K)	All Managers (Combined)	$12.3M	QoQ +17.94% (+$1.9M) YoY +27.07% (+$2.6M)
Prologis, Inc.(PLDcusip74340W103)	110.1K	QoQ +32.24% (+26.8K) YoY +32.28% (+26.9K)	All Managers (Combined)	$12.3M	QoQ +39.85% (+$3.5M) YoY +13.55% (+$1.5M)
Discover Financial Services(DFScusip254709108)	72.0K	QoQ +6.13% (+4.2K) YoY +14.13% (+8.9K)	All Managers (Combined)	$12.3M	QoQ +4.58% (+$538.4K) YoY +48.62% (+$4.0M)
(cusip46138B103)✕	545.3K	QoQ -0.13% (-710) YoY -3.55% (-20.1K)	All Managers (Combined)	$12.3M	QoQ +5.10% (-$595.6K) YoY -5.53% (-$718.5K)
Totalenergies Se(TTEcusip89151E109)	187.5K	QoQ +5.93% (+10.5K) YoY +47.30% (+60.2K)	All Managers (Combined)	$12.1M	QoQ +25.74% (+$2.5M) YoY +38.44% (+$3.4M)
Fifth Third Bancorp(FITBcusip316773100)	309.4K	QoQ +27.98% (+67.6K) YoY +37.46% (+84.3K)	All Managers (Combined)	$12.1M	QoQ +18.66% (+$1.9M) YoY +44.48% (+$3.7M)
Valero Energy Corp/Tx(VLOcusip91913Y100)	90.9K	QoQ +1.15% (+1.0K) YoY +23.39% (-17.2K)	All Managers (Combined)	$12.0M	QoQ +8.97% (+$988.4K) YoY -4.52% (-$568.5K)