Position in CP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$318,525
+$29,371 QoQ
Shares Held
3,676
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#665
of 962 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Montis Financial, LLC holds $812,205 across 2 Railroads names. CP ranks #2 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,815 | $493,680 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,676 | $318,525 |
All Filings in CP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,525 | 3,676 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $289,154 | 3,676 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $270,663 | 3,676 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $273,825 | 3,676 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $291,396 | 3,676 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $258,091 | 3,676 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $297,947 | 4,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $314,445 | 3,676 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $289,411 | 3,676 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $324,112 | 3,676 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $290,624 | 3,676 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $273,531 | 3,676 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $296,910 | 3,676 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||