Soltis Investment Advisors LLC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 1802530
ST. GEORGE, UT
Position in CHRW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$517,369
+$117,141 QoQ
Shares Held
2,747
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#517
of 882 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Derivatives in CHRW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$414,348
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,500,405 across 5 Integrated Freight & Logistics names. CHRW ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
73,615 | $7,913,612 | |
| 2 | FDX |
Fedex Corp
|
2,523 | $790,026 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
4,689 | $764,213 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
2,747 | $517,369 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
1,780 | $515,185 |
All Filings in CHRW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,348 | 2,200 | Put | Sole | 2026-07-31 | |
| 2026-06-30 | $517,369 | 2,747 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $400,228 | 2,410 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||