ACTION POINT FINANCIAL PLANNING, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2116119
GRAND RAPIDS, MI
Position in CP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,301
New position
Shares Held
292
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#875
of 965 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Railroads
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $431,953 across 7 Railroads names. CP ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
537 | $146,064 | |
| 2 | CSX |
Csx Corp
|
2,471 | $117,442 | |
| 3 | NSC |
Norfolk Southern Corp
|
326 | $102,549 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
113 | $30,461 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
292 | $25,301 | |
| 6 | CNI |
Canadian National Railway Co
|
63 | $7,511 | |
| 7 | TRN |
Trinity Industries Inc
|
76 | $2,625 |
All Filings in CP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,301 | 292 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||