PDS Planning, Inc

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 838618 DUBLIN, OH

Position in CP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$440,788

+$62,513 QoQ

Shares Held

5,087

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#590

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PDS Planning, Inc holds $4,069,928 across 6 Railroads names. CP ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	5,469	$1,487,568
2	CSX	Csx Corp	16,542	$786,241
3	WAB	Westinghouse Air Brake Technologies Corp	2,099	$565,890
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	5,087	$440,788
5	CNI	Canadian National Railway Co	3,423	$408,158
6	NSC	Norfolk Southern Corp	1,212	$381,283

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,788	5,087	+5.8%	Shares	Sole	2026-08-05
2026-03-31	$378,275	4,809	-11.1%	Shares	Sole	2026-04-22
2025-12-31	$398,485	5,412	+1.2%	Shares	Sole	2026-01-26
2025-09-30	$398,223	5,346	+7.6%	Shares	Sole	2025-10-21
2025-06-30	$393,813	4,968	-11.3%	Shares	Sole	2025-07-24
2025-03-31	$393,456	5,604	+4.0%	Shares	Sole	2025-04-24
2024-12-31	$390,074	5,390	-6.4%	Shares	Sole	2025-02-10
2024-09-30	$492,539	5,758	+36.6%	Shares	Sole	2024-10-30
2024-06-30	$331,846	4,215	+6.8%	Shares	Sole	2024-08-08
2024-03-31	$347,918	3,946	+4.3%	Shares	Sole	2024-05-01
2023-12-31	$299,242	3,785	-12.5%	Shares	Sole	2024-02-01
2023-09-30	$321,897	4,326	+6.1%	Shares	Sole	2023-10-23
2023-06-30	$329,380	4,078	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.