EXENCIAL WEALTH ADVISORS, LLC

Position in CHRW — C. H. Robinson Worldwide, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in CHRW

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$433,940

+$13,071 QoQ

Shares Held

2,613

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $5,304,989 across 4 Integrated Freight & Logistics names. CHRW ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	8,070	$2,316,238
2	UPS	United Parcel Service Inc	20,373	$2,004,295
3	JBHT	Hunt J B Transport Services Inc	2,598	$550,516
4	CHRW	C. H. Robinson Worldwide, Inc. This page	2,613	$433,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$433,940	2,613	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$420,869	2,618	-3.4%	Shares	Sole	2026-01-30
2025-09-30	$358,804	2,710	-3.1%	Shares	Sole	2025-10-27
2025-06-30	$268,372	2,797	-5.7%	Shares	Sole	2025-07-30
2025-03-31	$303,820	2,967	-2.7%	Shares	Sole	2025-05-09
2024-12-31	$314,919	3,048	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$335,524	3,040	-7.9%	Shares	Sole	2024-10-31
2024-06-30	$290,796	3,300	-3.1%	Shares	Sole	2024-08-12
2024-03-31	$259,408	3,407	-4.3%	Shares	Sole	2024-05-10
2023-12-31	$307,634	3,561	+3.1%	Shares	Sole	2024-02-13
2023-09-30	$297,579	3,455	-0.5%	Shares	Sole	2023-11-08
2023-06-30	$327,583	3,472	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$342,826	3,450	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$315,698	3,448	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$332,462	3,452	-7.9%	Shares	Sole	2022-11-08
2022-06-30	$380,036	3,749	-2.0%	Shares	Sole	2022-08-11
2022-03-31	$412,098	3,826	-0.9%	Shares	Sole	2022-05-12
2021-12-31	$415,667	3,862	-51.2%	Shares	Sole	2022-02-10
2021-09-30	$688,083	7,909	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.