Summit Financial, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1765536 PARSIPPANY, NJ

Position in CP

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

Position Value

$802,205

+$75,702 QoQ

Shares Held

9,258

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#492

of 962 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $8,919,266 across 5 Railroads names. CP ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	14,370	$3,908,640
2	CSX	Csx Corp	59,735	$2,839,204
3	NSC	Norfolk Southern Corp	3,342	$1,051,359
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	9,258	$802,205
5	WAB	Westinghouse Air Brake Technologies Corp	1,179	$317,858

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$802,205	9,258	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$726,503	9,236	+5.7%	Shares	Sole	2026-05-15
2025-12-31	$643,673	8,742	+7.1%	Shares	Sole	2026-02-13
2025-09-30	$608,285	8,166	+14.5%	Shares	Sole	2025-11-14
2025-06-30	$565,512	7,134	+6.3%	Shares	Sole	2025-08-13
2025-03-31	$471,389	6,714	+21.8%	Shares	Sole	2025-05-14
2024-12-31	$399,048	5,514	+9.1%	Shares	Sole	2025-02-12
2024-09-30	$432,148	5,052	+10.3%	Shares	Sole	2024-11-12
2024-06-30	$360,740	4,582	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.