Creative Planning reports 11.89% increase in ownership of LYTS / LSI Industries Inc.

LSI Industries Inc.

US ˙ NasdaqGS ˙ US50216C1080

Security	LYTS / LSI Industries Inc.
Institution	Creative Planning
Latest Disclosed Ownership	20,757 shares
Latest Disclosed Value	$ 386,080

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 20,757 shares of LSI Industries Inc. (US:LYTS) valued at $386,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,551 shares of LSI Industries Inc.. This represents a change in shares of 11.89% during the quarter. The current value of the position is $474,090 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	LSI INDS INC OHIO	COM	50216C108	20,757	2,206	11.89	386	13.86	0.0003
2026-02-17	2025-12-31	13F	LSI INDS INC OHIO	COM	50216C108	18,551	3,843	26.13	340	-2.31	0.0002
2025-11-14	2025-09-30	13F	LSI INDS INC OHIO	COM	50216C108	14,708	1,411	10.61	347	53.54	0.0003
2025-08-08	2025-06-30	13F	LSI INDS INC OHIO	COM	50216C108	13,297	-4,290	-24.39	226	-24.16	0.0002
2025-05-15	2025-03-31	13F	LSI INDS INC OHIO	COM	50216C108	17,587	17,476	15,744.14	299	14,800.00	0.0003
2025-02-14	2024-12-31	13F	LSI INDS INC OHIO	COM	50216C108	111	111		2		0.0000
2020-11-05	2020-09-30	13F	LSI INDS	COM	50216C108	0	-10,000	-100.00	0	-100.00
2020-07-23	2020-06-30	13F	LSI INDS	COM	50216C108	10,000	10,000		65		0.0002
2020-01-30	2019-12-31	13F	LSI INDS	COM	50216C108	0	-53,644	-100.00	0	-100.00
2019-11-01	2019-09-30	13F	LSI INDS	COM	50216C108	53,644	-20,825	-27.96	280	2.94	0.0009
2019-07-26	2019-06-30	13F	LSI INDS	COM	50216C108	74,469	562	0.76	272	40.21	0.0009
2019-04-24	2019-03-31	13F	LSI INDS	COM	50216C108	73,907	13,537	22.42	194	1.57	0.0007
2019-02-12	2018-12-31	13F/A-1	LSI INDS	COM	50216C108	60,370	5,000	9.03	191	-25.10	0.0008
2019-02-01	2018-12-31	13F	LSI INDS	COM	50216C108	60,370	5,000		191
2018-10-25	2018-09-30	13F	LSI INDS	COM	50216C108	55,370	14,000	33.84	255	15.38	0.0009
2018-07-20	2018-06-30	13F	LSI INDS	COM	50216C108	41,370	-20,310	-32.93	221	-55.80	0.0009
2018-04-18	2018-03-31	13F	LSI INDS	COM	50216C108	61,680	13,205	27.24	500	49.70	0.0020
2018-01-17	2017-12-31	13F	LSI INDS	COM	50216C108	48,475	15,000	44.81	334	51.13	0.0014
2017-10-17	2017-09-30	13F	LSI INDS	COM	50216C108	33,475	-10,975	-24.69	221	-45.02	0.0010
2017-07-12	2017-06-30	13F	LSI INDS	COM	50216C108	44,450	0	0.00	402	-10.47	0.0020
2017-04-07	2017-03-31	13F	LSI INDS	COM	50216C108	44,450	43,475	4,458.97	449	4,888.89	0.0025
2017-01-09	2016-12-31	13F	LSI INDS	COM	50216C108	975	0	0.00	9	-18.18	0.0001
2016-10-12	2016-09-30	13F	LSI INDS	COM	50216C108	975	0	0.00	11	0.00	0.0001
2016-07-12	2016-06-30	13F	LSI INDS	COM	50216C108	975	0	0.00	11	0.00	0.0001
2016-04-08	2016-03-31	13F	LSI INDS	COM	50216C108	975	0	0.00	11	-8.33	0.0001
2016-01-11	2015-12-31	13F	LSI INDS	COM	50216C108	975	0	0.00	12	50.00	0.0001
2015-10-09	2015-09-30	13F	LSI INDS	COM	50216C108	975	975	0.00	8		0.0001
2015-07-09	2015-06-30	13F	LSI INDS	COM	50216C108	0	-975	-100.00	0	-100.00
2015-04-13	2015-03-31	13F	LSI INDS	COM	50216C108	975	975	0.00	8		0.0001
2015-01-29	2014-12-31	13F	LSI INDS	COM	50216C108	0	-975	-100.00	0	-100.00
2014-10-10	2014-09-30	13F	LSI INDS	COM	50216C108	975	0	0.00	6	-25.00	0.0001
2014-08-20	2014-06-30	13F	LSI INDS	COM	50216C108	975	0	0.00	8	0.00	0.0001
2014-04-11	2014-03-31	13F	LSI INDS	COM	50216C108	975	0	0.00	8	0.00	0.0001
2014-01-06	2013-12-31	13F	LSI INDS	COM	50216C108	975	0	0.00	8	0.00	0.0001
2013-10-10	2013-09-30	13F	LSI INDS	COM	50216C108	975	0	0.00	8	0.00	0.0002
2013-07-09	2013-06-30	13F	LSI INDS	COM	50216C108	975	975		8		0.0002

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.