Valeo Financial Advisors, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1722641 CARMEL, IN

Position in CP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$416,786

+$161,456 QoQ

Shares Held

4,810

+48.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#603

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $7,900,339 across 5 Railroads names. CP ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	11,554	$3,142,688
2	CSX	Csx Corp	40,304	$1,915,649
3	NSC	Norfolk Southern Corp	6,080	$1,912,707
4	WAB	Westinghouse Air Brake Technologies Corp	1,901	$512,509
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	4,810	$416,786

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,786	4,810	+48.2%	Shares	Sole	2026-07-08
2026-03-31	$255,330	3,246	+2.8%	Shares	Sole	2026-05-08
2025-12-31	$232,523	3,158	+7.1%	Shares	Sole	2026-02-04
2025-09-30	$219,671	2,949	-14.0%	Shares	Sole	2025-11-03
2025-06-30	$271,896	3,430	+0.6%	Shares	Sole	2025-09-12
2025-03-31	$239,275	3,408	+5.4%	Shares	Sole	2025-04-30
2024-12-31	$233,899	3,232	-2.5%	Shares	Sole	2025-01-30
2024-09-30	$283,565	3,315	+0.1%	Shares	Sole	2024-10-10
2024-06-30	$260,832	3,313	-4.0%	Shares	Sole	2024-07-10
2024-03-31	$304,362	3,452	+3.6%	Shares	Sole	2024-04-25
2023-12-31	$263,506	3,333	-6.3%	Shares	Sole	2024-01-29
2023-09-30	$264,601	3,556	+4.1%	Shares	Sole	2023-10-20
2023-06-30	$275,829	3,415	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.