OneDigital Investment Advisors LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1690370 OVERLAND PARK, KS

Position in CP

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

Position Value

$13,620,773

+$311,030 QoQ

Shares Held

157,193

-7.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#186

of 965 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $23,011,506 across 6 Railroads names. CP ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CP	Canadian Pacific Kansas City Ltd/Cn This page	157,193	$13,620,773
2	UNP	Union Pacific Corp	14,977	$4,073,744
3	NSC	Norfolk Southern Corp	8,623	$2,712,709
4	CSX	Csx Corp	44,033	$2,092,888
5	WAB	Westinghouse Air Brake Technologies Corp	1,003	$270,408
6	CNI	Canadian National Railway Co	2,021	$240,984

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,620,773	157,193	-7.1%	Shares	Sole	2026-08-07
2026-03-31	$13,309,743	169,206	+0.9%	Shares	Sole	2026-05-08
2025-12-31	$12,342,155	167,624	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$12,132,260	162,871	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$13,308,402	167,887	-6.0%	Shares	Sole	2025-08-07
2025-03-31	$12,536,276	178,554	+204.3%	Shares	Sole	2025-04-29
2024-12-31	$4,245,803	58,668	-37.2%	Shares	Sole	2025-02-13
2024-09-30	$7,989,350	93,399	-3.4%	Shares	Sole	2024-11-06
2024-06-30	$7,614,765	96,720	+99.0%	Shares	Sole	2024-08-02
2024-03-31	$4,284,621	48,595	-3.1%	Shares	Sole	2024-05-10
2023-12-31	$3,964,068	50,140	+4.2%	Shares	Sole	2024-02-13
2023-09-30	$3,579,939	48,111	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$3,851,598	47,686	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.