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

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DEXCOM INC

DXCM|252131107

64796(-9.0%)

Value:

$4.4B(-20.1%)

33738R605

80469(+22.4%)

Value:

$4.4B(+13.7%)

92204A876

25768(+0.7%)

Value:

$4.4B(+5.3%)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

51775(+7.0%)

Value:

$4.4B(+16.6%)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

23917(-1.3%)

Value:

$4.4B(+2.8%)

PDD Holdings Inc.

PDD|722304102

36806(+47.7%)

Value:

$4.4B(+80.2%)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

16099(+48.9%)

Value:

$4.3B(+70.8%)

Polaris Inc.

PII|731068102

106164(+57.1%)

Value:

$4.3B(+11.6%)

Super Micro Computer, Inc.

SMCI|86800U302

126796(-18.3%)

Value:

$4.3B(-8.3%)

316092600

63516(+101.1%)

Value:

$4.3B(+110.2%)

HALLIBURTON CO

HAL|406216101

170354(-4.0%)

Value:

$4.3B(-10.4%)

78464A201

52013(-2.5%)

Value:

$4.3B(-10.5%)

25459Y207

49477(+1.3%)

Value:

$4.3B(-1.6%)

MDU RESOURCES GROUP INC

MDU|552690109

254664(+956.3%)

Value:

$4.3B(+891.3%)

Main Street Capital CORP

MAIN|56035L104

75411(-4.5%)

Value:

$4.3B(-7.8%)

CROWN HOLDINGS, INC.

CCK|228368106

47755(+1.9%)

Value:

$4.3B(+10.0%)

HDFC BANK LTD

HDB|40415F101

64009(-56.8%)

Value:

$4.3B(-55.0%)

FIRST BUSEY CORP /NV/

BUSE|319383204

196691(+261.6%)

Value:

$4.2B(+231.4%)

Baker Hughes Co

BKR|05722G100

96648(+16.9%)

Value:

$4.2B(+25.3%)

Vulcan Materials CO

VMC|929160109

18200(+8.4%)

Value:

$4.2B(-1.7%)

Instrument	Shares		Other Manager	Value
Dexcom Inc(DXCMcusip252131107)	64.8K	QoQ -9.04% (-6.4K) YoY +39.58% (-18.4K)	All Managers (Combined)	$4.4M	QoQ -20.13% (-$1.1M) YoY -31.27% (-$2.0M)
(cusip33738R605)✕	80.5K	QoQ +22.35% (+14.7K) YoY +26.61% (+16.9K)	All Managers (Combined)	$4.4M	QoQ +13.65% (+$530.4K) YoY +21.37% (+$777.4K)
(cusip92204A876)✕	25.8K	QoQ +0.71% (+183) YoY +101.56% (+13.0K)	All Managers (Combined)	$4.4M	QoQ +5.27% (+$220.4K) YoY +141.46% (+$2.6M)
Principal Financial Group Inc(PFGcusip74251V102)	51.8K	QoQ +7.01% (+3.4K) YoY +7.34% (+3.5K)	All Managers (Combined)	$4.4M	QoQ +16.64% (+$623.3K) YoY +4.93% (+$205.3K)
Jack Henry & Associates Inc(JKHYcusip426281101)	23.9K	QoQ -1.32% (-320) YoY +118.51% (+13.0K)	All Managers (Combined)	$4.4M	QoQ +2.78% (-$118.4K) YoY +129.67% (+$2.5M)
Pdd Holdings Inc.(PDDcusip722304102)	36.8K	QoQ +47.71% (+11.9K) YoY +130.83% (+20.9K)	All Managers (Combined)	$4.4M	QoQ +80.24% (+$1.9M) YoY +135.00% (+$2.5M)
Alnylam Pharmaceuticals, Inc.(ALNYcusip02043Q107)	16.1K	QoQ +48.88% (+5.3K) YoY +226.94% (+11.2K)	All Managers (Combined)	$4.3M	QoQ +70.84% (+$1.8M) YoY +490.67% (+$3.6M)
Polaris Inc.(PIIcusip731068102)	106.2K	QoQ +57.06% (+38.6K) YoY +86.08% (-49.1K)	All Managers (Combined)	$4.3M	QoQ +11.60% (+$451.8K) YoY -23.90% (-$1.4M)
Super Micro Computer, Inc.(SMCIcusip86800U302)	126.8K	QoQ -18.33% (-28.5K) YoY NEW(+126.8K)	All Managers (Combined)	$4.3M	QoQ -8.25% (-$390.7K) YoY NEW(+$4.3M)
(cusip316092600)✕	63.5K	QoQ +101.10% (+31.9K) YoY +95.69% (+31.1K)	All Managers (Combined)	$4.3M	QoQ +110.23% (+$2.3M) YoY +91.62% (+$2.1M)
Halliburton Co(HALcusip406216101)	170.4K	QoQ -3.99% (-7.1K) YoY +16.16% (-23.7K)	All Managers (Combined)	$4.3M	QoQ -10.41% (-$502.7K) YoY -25.24% (-$1.5M)
(cusip78464A201)✕	52.0K	QoQ -2.55% (-1.4K) YoY +37.08% (+14.1K)	All Managers (Combined)	$4.3M	QoQ -10.47% (-$505.4K) YoY +30.44% (+$1.0M)
(cusip25459Y207)✕	49.5K	QoQ +1.30% (-635) YoY -23.71% (-15.4K)	All Managers (Combined)	$4.3M	QoQ -1.61% (-$70.6K) YoY -25.43% (-$1.5M)
Mdu Resources Group Inc(MDUcusip552690109)	254.7K	QoQ +956.30% (+230.6K) YoY +1167.67% (+234.6K)	All Managers (Combined)	$4.3M	QoQ +891.25% (+$3.9M) YoY +750.66% (+$3.8M)
Main Street Capital Corp(MAINcusip56035L104)	75.4K	QoQ -4.50% (-3.6K) YoY +49.63% (+25.0K)	All Managers (Combined)	$4.3M	QoQ -7.80% (-$360.9K) YoY +78.89% (+$1.9M)
Crown Holdings, Inc.(CCKcusip228368106)	47.8K	QoQ +1.89% (+888) YoY +12.49% (+5.3K)	All Managers (Combined)	$4.3M	QoQ +9.98% (+$387.1K) YoY +26.68% (+$897.8K)
Hdfc Bank Ltd(HDBcusip40415F101)	64.0K	QoQ -56.76% (-84.1K) YoY +12.73% (+7.2K)	All Managers (Combined)	$4.3M	QoQ -55.02% (-$5.2M) YoY +33.81% (+$1.1M)
First Busey Corp /Nv/(BUSEcusip319383204)	196.7K	QoQ +261.59% (+142.3K) YoY +414.70% (+158.5K)	All Managers (Combined)	$4.2M	QoQ +231.37% (+$3.0M) YoY +362.27% (+$3.3M)
Baker Hughes Co(BKRcusip05722G100)	96.6K	QoQ +16.92% (+14.0K) YoY +112.90% (+51.3K)	All Managers (Combined)	$4.2M	QoQ +25.27% (+$856.9K) YoY +179.32% (+$2.7M)
Vulcan Materials Co(VMCcusip929160109)	18.2K	QoQ +8.42% (-1.4K) YoY +29.22% (+4.1K)	All Managers (Combined)	$4.2M	QoQ -1.66% (-$71.7K) YoY +10.46% (+$402.4K)