Independent Advisor Alliance

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1696899 CHARLOTTE, NC

Position in CP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$411,587

+$51,089 QoQ

Shares Held

4,750

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#606

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $12,331,203 across 6 Railroads names. CP ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	16,742	$4,553,824
2	CSX	Csx Corp	83,862	$3,985,960
3	NSC	Norfolk Southern Corp	8,280	$2,604,804
4	WAB	Westinghouse Air Brake Technologies Corp	1,593	$429,472
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	4,750	$411,587
6	CNI	Canadian National Railway Co	2,898	$345,556

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,587	4,750	+3.6%	Shares	Sole	2026-08-12
2026-03-31	$360,498	4,583	+12.2%	Shares	Sole	2026-05-12
2025-12-31	$300,630	4,083	+49.3%	Shares	Sole	2026-02-04
2025-09-30	$203,729	2,735	-59.8%	Shares	Sole	2025-11-04
2025-06-30	$539,035	6,800	+4.7%	Shares	Sole	2025-08-11
2025-03-31	$456,013	6,495	-8.5%	Shares	Sole	2025-05-12
2024-12-31	$513,464	7,095	-24.2%	Shares	Sole	2025-02-07
2024-09-30	$800,311	9,356	-1.2%	Shares	Sole	2024-11-13
2024-06-30	$745,257	9,466	-35.0%	Shares	Sole	2024-08-12
2024-03-31	$1,284,724	14,571	-7.4%	Shares	Sole	2024-05-08
2023-12-31	$1,243,692	15,731	-8.8%	Shares	Sole	2024-02-08
2023-09-30	$1,283,721	17,252	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$1,388,274	17,188	—	Shares	Sole	2023-07-28
No filing history on record for this holder in this stock.