Avior Wealth Management, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1599868 OMAHA, NE

Position in CP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$200,768

-$10,355 QoQ

Shares Held

2,317

-13.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#764

of 965 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avior Wealth Management, LLC holds $9,745,771 across 4 Railroads names. CP ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	31,647	$8,607,984
2	NSC	Norfolk Southern Corp	1,699	$534,488
3	CSX	Csx Corp	8,469	$402,531
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	2,317	$200,768

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,768	2,317	-13.7%	Shares	Sole	2026-07-07
2026-03-31	$211,123	2,684	-37.7%	Shares	Sole	2026-04-09
2025-09-30	$321,126	4,311	-44.3%	Shares	Sole	2025-11-14
2025-06-30	$613,629	7,741	-0.2%	Shares	Sole	2025-07-17
2025-03-31	$544,478	7,755	-4.5%	Shares	Sole	2025-04-21
2024-12-31	$587,427	8,117	-12.5%	Shares	Sole	2025-01-17
2024-09-30	$793,212	9,273	+20.8%	Shares	Sole	2024-11-08
2024-06-30	$604,174	7,674	-13.8%	Shares	Sole	2024-08-13
2024-03-31	$785,065	8,904	+73.5%	Shares	Sole	2024-04-30
2023-12-31	$405,656	5,131	-0.2%	Shares	Sole	2024-01-30
2023-09-30	$382,690	5,143	0.0%	Shares	Sole	2023-10-17
2023-06-30	$415,400	5,143	+19.5%	Shares	Sole	2023-07-19
2023-03-31	$330,995	4,302	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.