Clearstead Advisors, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 842775 CLEVELAND, OH

Position in CP

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,001,813

+$62,442 QoQ

Shares Held

12,736

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Clearstead Advisors, LLC holds $86,874,055 across 7 Railroads names. CP ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	250,090	$71,775,830
2	UNP	Union Pacific Corp	29,979	$7,273,504
3	CSX	Csx Corp	114,717	$4,709,132
4	CNI	Canadian National Railway Co	14,698	$1,510,513
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	12,736	$1,001,813
6	WAB	Westinghouse Air Brake Technologies Corp	1,908	$476,828
7	TRN	Trinity Industries Inc	3,929	$126,435

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,001,813	12,736	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$939,371	12,758	-4.5%	Shares	Sole	2026-02-09
2025-09-30	$995,111	13,359	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,058,888	13,358	+0.4%	Shares	Sole	2025-08-08
2025-03-31	$934,284	13,307	+1.9%	Shares	Sole	2025-05-13
2024-12-31	$945,224	13,061	-6.9%	Shares	Sole	2025-02-10
2024-09-30	$1,200,382	14,033	+3.6%	Shares	Sole	2024-11-13
2024-06-30	$1,065,925	13,539	+609.2%	Shares	Sole	2024-08-12
2024-03-31	$168,316	1,909	-0.9%	Shares	Sole	2024-05-14
2023-12-31	$152,269	1,926	-27.6%	Shares	Sole	2024-02-12
2023-09-30	$197,856	2,659	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$210,809	2,610	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.