Creative Planning »

Transcat shares owned by Creative Planning

Quarter-by-quarter ownership of Transcat (TRNS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Transcat

Tip: Access up to 7 years of quarterly data

All positions including Transcat held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Transcat by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $388k 5.3k 73.45
2012-12-31 $9.0k 1.6k 5.65
2012-09-30 $8.0k 1.6k 5.02
2012-06-30 $10k 1.6k 6.27

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Transcat

Neuberger Berman Group
BlackRock
Royce & Associates
Hood River Capital Management
Vanguard Group
Conestoga Capital Advisors
Vanguard Capital Management
Barrow, Hanley, Mewhinney & Strauss
Riverbrige Partners
Dimensional Fund Advisors
Wellington Management Company
Bamco
Geode Capital Management
State Street Corporation
Champlain Investment Partners

View all funds holding Transcat