BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1654599
MORRISTOWN, NJ
Position in CP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,210
-$21,501 QoQ
Shares Held
164
-63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#892
of 962 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,122,232 across 6 Railroads names. CP ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
9,134 | $2,484,448 | |
| 2 | NSC |
Norfolk Southern Corp
|
1,379 | $433,819 | |
| 3 | CSX |
Csx Corp
|
3,594 | $170,822 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
164 | $14,210 | |
| 5 | CNI |
Canadian National Railway Co
|
100 | $11,924 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
26 | $7,009 |
All Filings in CP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,210 | 164 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $35,711 | 454 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||