Position in CHRW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$422,823
-$126,333 QoQ
Shares Held
2,245
-34.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#546
of 882 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $2,566,495 across 8 Integrated Freight & Logistics names. CHRW ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
8,819 | $948,042 | |
| 2 | FDX |
Fedex Corp
|
2,537 | $794,410 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
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|
2,245 | $422,823 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,204 | $181,804 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
764 | $124,516 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
251 | $72,646 | |
| 7 | GXO |
GXO Logistics, Inc.
|
400 | $20,280 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
300 | $1,974 |
All Filings in CHRW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,823 | 2,245 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $549,156 | 3,416 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $582,427 | 4,399 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $514,675 | 5,364 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $519,168 | 5,070 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $544,186 | 5,267 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $513,034 | 5,822 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $283,884 | 3,296 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $417,652 | 4,203 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $433,078 | 4,730 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $455,257 | 4,727 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $546,282 | 5,389 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,502,231 | 13,947 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,878,466 | 17,453 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,413,315 | 16,245 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,593,233 | 17,009 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $219,966 | 2,305 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||