Position in CHRW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$981,815
+$167,575 QoQ
Shares Held
5,213
+6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#429
of 882 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $7,330,596 across 8 Integrated Freight & Logistics names. CHRW ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
24,508 | $2,634,609 | |
| 2 | FDX |
Fedex Corp
|
5,567 | $1,743,194 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
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|
5,213 | $981,815 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,863 | $539,207 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,015 | $491,384 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,536 | $382,936 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
14,799 | $331,201 | |
| 8 | LSTR |
Landstar System Inc
|
1,094 | $226,250 |
All Filings in CHRW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,815 | 5,213 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $814,240 | 4,903 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $738,370 | 4,593 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $551,578 | 4,166 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $348,682 | 3,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,537 | 3,599 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $319,775 | 3,095 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $317,755 | 2,879 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $220,564 | 2,503 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||