Position in CHRW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$947,915
+$111,089 QoQ
Shares Held
5,033
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#433
of 882 holders
Holding Since
Dec 2023
10 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, 2026MONTAG A & ASSOCIATES INC holds $6,287,712 across 7 Integrated Freight & Logistics names. CHRW ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
13,906 | $4,024,813 | |
| 2 | UPS |
United Parcel Service Inc
|
9,899 | $1,064,142 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
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|
5,033 | $947,915 | |
| 4 | FDX |
Fedex Corp
|
504 | $157,817 | |
| 5 | LSTR |
Landstar System Inc
|
250 | $51,702 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
251 | $37,901 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
21 | $3,422 |
All Filings in CHRW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,915 | 5,033 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $836,826 | 5,039 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $371,998 | 2,314 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,986 | 15 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,439 | 15 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,945 | 19 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,756 | 17 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,317 | 21 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,321 | 15 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $30,236 | 350 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||