Legacy Financial Advisors, Inc.

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1730810 COVINGTON, KY

Position in CP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$580,295

+$36,912 QoQ

Shares Held

6,697

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#546

of 963 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $4,227,707 across 6 Railroads names. CP ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	7,723	$2,100,656
2	CP	Canadian Pacific Kansas City Ltd/Cn This page	6,697	$580,295
3	CSX	Csx Corp	10,043	$477,343
4	NSC	Norfolk Southern Corp	1,311	$412,427
5	CNI	Canadian National Railway Co	2,930	$349,373
6	WAB	Westinghouse Air Brake Technologies Corp	1,141	$307,613

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,295	6,697	-3.1%	Shares	Sole	2026-08-05
2026-03-31	$543,383	6,908	+18.6%	Shares	Sole	2026-04-30
2025-12-31	$428,968	5,826	+65.4%	Shares	Sole	2026-02-04
2025-09-30	$262,428	3,523	+23.5%	Shares	Sole	2025-11-10
2025-06-30	$226,157	2,853	-3.9%	Shares	Sole	2025-08-07
2025-03-31	$208,523	2,970	+3.8%	Shares	Sole	2025-05-14
2024-12-31	$207,050	2,861	-33.6%	Shares	Sole	2025-02-13
2024-09-30	$368,762	4,311	+15.2%	Shares	Sole	2024-11-14
2024-06-30	$294,607	3,742	-2.1%	Shares	Sole	2024-08-13
2024-03-31	$336,985	3,822	-5.3%	Shares	Sole	2024-05-14
2023-12-31	$319,165	4,037	+14.2%	Shares	Sole	2024-02-13
2023-09-30	$262,964	3,534	-11.4%	Shares	Sole	2023-11-13
2023-06-30	$322,191	3,989	+7.1%	Shares	Sole	2023-08-08
2023-03-31	$286,524	3,724	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.