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 40 of 172

Sort by:

Vertiv Holdings Co

VRT|92537N108

55956(+14.4%)

Value:

$4.0B(-27.3%)

Haleon plc

HLN|405552100

390600(+8.8%)

Value:

$4.0B(+17.4%)

Wheaton Precious Metals Corp.

WPM|962879102

51665(+11.4%)

Value:

$4.0B(+53.8%)

CASEYS GENERAL STORES INC

CASY|147528103

9221(+12.1%)

Value:

$4.0B(+22.8%)

Snap-on Inc

SNA|833034101

11839(+8.8%)

Value:

$4.0B(+8.1%)

921946810

VIGI|921946810

48099(-2.3%)

Value:

$4.0B(+1.3%)

Restaurant Brands International Inc.

QSR|76131D103

59466(-2.8%)

Value:

$4.0B(-0.6%)

46137V142

61125(+0.3%)

Value:

$3.9B(-1.6%)

Yum China Holdings, Inc.

YUMC|98850P109

75708(+5.7%)

Value:

$3.9B(+14.2%)

165167735

35362(+25.9%)

Value:

$3.9B(+40.8%)

ARM HOLDINGS PLC /UK

ARM|042068205

36856(+2.6%)

Value:

$3.9B(-11.2%)

46641Q837

77570(+29.7%)

Value:

$3.9B(+30.4%)

852234103

71803(-1.1%)

Value:

$3.9B(-36.8%)

46435U549

82027(+6.6%)

Value:

$3.9B(+9.0%)

92204A603

15732(-4.3%)

Value:

$3.9B(-6.9%)

AMERICAN FINANCIAL GROUP INC

AFG|025932104

29488(+5.7%)

Value:

$3.9B(+1.4%)

464287325

42250(+16.6%)

Value:

$3.9B(+23.7%)

Ares Management Corp

ARES|03990B101

26260(+11.0%)

Value:

$3.9B(-8.1%)

ANSYS INC

ANSS|03662Q105

12091(+18.7%)

Value:

$3.8B(+11.4%)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

67799(-12.4%)

Value:

$3.8B(-22.0%)

Instrument	Shares		Other Manager	Value
Vertiv Holdings Co(VRTcusip92537N108)	56.0K	QoQ +14.42% (-7.1K) YoY +63.26% (+21.7K)	All Managers (Combined)	$4.0M	QoQ -27.27% (-$1.5M) YoY +44.33% (+$1.2M)
Haleon Plc(HLNcusip405552100)	390.6K	QoQ +8.80% (+31.6K) YoY +57.48% (+142.6K)	All Managers (Combined)	$4.0M	QoQ +17.35% (+$594.4K) YoY +90.87% (+$1.9M)
Wheaton Precious Metals Corp.(WPMcusip962879102)	51.7K	QoQ +11.40% (+5.3K) YoY +33.85% (+13.1K)	All Managers (Combined)	$4.0M	QoQ +53.77% (+$1.4M) YoY +120.47% (+$2.2M)
Caseys General Stores Inc(CASYcusip147528103)	9.2K	QoQ +12.13% (+998) YoY +24.43% (+1.8K)	All Managers (Combined)	$4.0M	QoQ +22.84% (+$744.2K) YoY +69.62% (+$1.6M)
Snap-On Inc(SNAcusip833034101)	11.8K	QoQ +8.84% (+962) YoY +46.12% (+3.7K)	All Managers (Combined)	$4.0M	QoQ +8.05% (+$297.3K) YoY +66.25% (+$1.6M)
(VIGIcusip921946810)	48.1K	QoQ -2.32% (-1.1K) YoY +43.39% (+14.6K)	All Managers (Combined)	$4.0M	QoQ +1.27% (-$50.3K) YoY +45.87% (+$1.3M)
Restaurant Brands International Inc.(QSRcusip76131D103)	59.5K	QoQ -2.78% (-1.7K) YoY -2.96% (-1.8K)	All Managers (Combined)	$4.0M	QoQ -0.60% (-$24.3K) YoY -18.61% (-$906.2K)
(cusip46137V142)✕	61.1K	QoQ +0.30% (-184) YoY +6.64% (+3.8K)	All Managers (Combined)	$3.9M	QoQ -1.63% (-$65.5K) YoY +3.36% (+$128.3K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	75.7K	QoQ +5.65% (+4.1K) YoY +23.09% (+14.2K)	All Managers (Combined)	$3.9M	QoQ +14.19% (+$489.8K) YoY +61.05% (+$1.5M)
(cusip165167735)✕	35.4K	QoQ +25.87% (+7.3K) YoY +91.19% (+16.9K)	All Managers (Combined)	$3.9M	QoQ +40.76% (+$1.1M) YoY +139.60% (+$2.3M)
Arm Holdings Plc /Uk(ARMcusip042068205)	36.9K	QoQ +2.57% (-925) YoY +528.08% (+31.0K)	All Managers (Combined)	$3.9M	QoQ -11.20% (-$496.6K) YoY +436.62% (+$3.2M)
(cusip46641Q837)✕	77.6K	QoQ +29.70% (+17.8K) YoY -13.95% (-12.6K)	All Managers (Combined)	$3.9M	QoQ +30.37% (+$915.0K) YoY -13.64% (-$620.8K)
(cusip852234103)✕	71.8K	QoQ -1.10% (-803) YoY +2.96% (-2.1K)	All Managers (Combined)	$3.9M	QoQ -36.78% (-$2.3M) YoY -33.85% (-$2.0M)
(cusip46435U549)✕	82.0K	QoQ +6.57% (+5.1K) YoY +6.55% (+5.0K)	All Managers (Combined)	$3.9M	QoQ +8.96% (+$320.4K) YoY +7.50% (+$271.8K)
(cusip92204A603)✕	15.7K	QoQ -4.34% (-714) YoY -9.07% (-1.6K)	All Managers (Combined)	$3.9M	QoQ -6.91% (-$289.2K) YoY -7.80% (-$329.9K)
American Financial Group Inc(AFGcusip025932104)	29.5K	QoQ +5.67% (+1.6K) YoY +8.99% (+2.4K)	All Managers (Combined)	$3.9M	QoQ +1.36% (+$52.0K) YoY +4.89% (+$180.7K)
(cusip464287325)✕	42.3K	QoQ +16.57% (+6.0K) YoY +184.51% (+27.4K)	All Managers (Combined)	$3.9M	QoQ +23.66% (+$737.5K) YoY +178.55% (+$2.5M)
Ares Management Corp(AREScusip03990B101)	26.3K	QoQ +10.99% (-2.6K) YoY +50.40% (+8.8K)	All Managers (Combined)	$3.9M	QoQ -8.07% (-$338.2K) YoY +65.82% (+$1.5M)
Ansys Inc(ANSScusip03662Q105)	12.1K	QoQ +18.74% (+1.9K) YoY +32.40% (+3.0K)	All Managers (Combined)	$3.8M	QoQ +11.43% (+$392.7K) YoY +20.73% (+$657.2K)
Canadian Imperial Bank Of Commerce /Can/(CMcusip136069101)	67.8K	QoQ -12.45% (-9.6K) YoY +31.91% (+16.4K)	All Managers (Combined)	$3.8M	QoQ -22.04% (-$1.1M) YoY +46.42% (+$1.2M)