Position in CJMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$205,577
-$114,039 QoQ
Shares Held
255,693
0.0% QoQ
Ownership
4.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 15 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CJMB Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Creative Planning holds $151,610,263 across 15 Integrated Freight & Logistics names. CJMB ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
141,097 | $44,181,703 | |
| 2 | UPS |
United Parcel Service Inc
|
355,913 | $38,260,647 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
87,011 | $25,183,593 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
67,843 | $10,244,293 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
48,573 | $9,148,238 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
54,461 | $8,876,052 | |
| 7 | LSTR |
Landstar System Inc
|
41,082 | $8,496,168 | |
| 8 | HUBG |
Hub Group, Inc.
|
65,277 | $2,858,479 |
All Filings in CJMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,577 | 255,693 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $319,616 | 255,693 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $228,319 | 205,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $829,639 | 170,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $615,041 | 120,008 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $538,835 | 120,008 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||