ELEVATION POINT WEALTH PARTNERS, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1744349 DENVER, CO

Position in CP

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

Position Value

$3,254,487

+$331,325 QoQ

Shares Held

37,559

+1.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#311

of 963 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $19,443,918 across 6 Railroads names. CP ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	28,084	$7,638,848
2	NSC	Norfolk Southern Corp	11,256	$3,541,025
3	CP	Canadian Pacific Kansas City Ltd/Cn This page	37,559	$3,254,487
4	CSX	Csx Corp	67,800	$3,222,534
5	WAB	Westinghouse Air Brake Technologies Corp	3,781	$1,019,357
6	CNI	Canadian National Railway Co	6,438	$767,667

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,254,487	37,559	+1.1%	Shares	Sole	2026-08-12
2026-03-31	$2,923,162	37,162	+113.0%	Shares	Sole	2026-04-27
2025-12-31	$1,284,622	17,447	-15.1%	Shares	Sole	2026-02-12
2025-06-30	$1,629,394	20,555	-2.6%	Shares	Sole	2026-02-03
2025-03-31	$1,481,220	21,097	-2.8%	Shares	Sole	2026-02-03
2024-12-31	$1,571,007	21,708	-29.7%	Shares	Sole	2026-02-03
2024-09-30	$2,641,902	30,885	-8.0%	Shares	Sole	2026-02-03
2024-06-30	$2,643,202	33,573	-34.0%	Shares	Sole	2026-02-03
2024-03-31	$4,484,855	50,866	-4.6%	Shares	Sole	2026-02-03
2023-12-31	$4,214,451	53,307	-4.7%	Shares	Sole	2024-02-13
2023-09-30	$4,161,900	55,932	+15.6%	Shares	Sole	2023-10-11
2023-06-30	$3,907,491	48,378	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.