Global Retirement Partners, LLC

Pension

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1749744 San Rafael, CA

Position in CP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$407,601

+$56,902 QoQ

Shares Held

4,704

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#610

of 965 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Global Retirement Partners, LLC holds $14,348,121 across 8 Railroads names. CP ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	29,706	$8,080,032
2	CSX	Csx Corp	82,000	$3,897,460
3	NSC	Norfolk Southern Corp	2,986	$939,365
4	WAB	Westinghouse Air Brake Technologies Corp	3,381	$911,517
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	4,704	$407,601
6	CNI	Canadian National Railway Co	802	$95,630
7	RAIL	FreightCar America, Inc.	865	$8,425
8	TRN	Trinity Industries Inc	234	$8,091

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,601	4,704	-1.2%	Shares	Sole	2026-08-06
2025-12-31	$350,699	4,763	+73.4%	Shares	Sole	2026-02-06
2025-09-30	$204,624	2,747	+4.5%	Shares	Sole	2025-10-21
2025-06-30	$208,400	2,629	-32.0%	Shares	Sole	2025-08-12
2024-12-31	$279,927	3,868	-27.8%	Shares	Sole	2025-01-31
2024-09-30	$458,323	5,358	-13.8%	Shares	Sole	2024-10-16
2024-06-30	$489,543	6,218	+94.4%	Shares	Sole	2024-07-23
2024-03-31	$281,967	3,198	+7.9%	Shares	Sole	2024-04-23
2023-12-31	$234,412	2,965	+0.4%	Shares	Sole	2024-01-18
2023-09-30	$219,732	2,953	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$237,948	2,946	—	Shares	Sole	2023-07-20
No filing history on record for this holder in this stock.