Valmark Advisers, Inc.

Position in CSX — Csx Corp

CIK 1380443 AKRON, OH

Position in CSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,471,861

+$194,796 QoQ

Shares Held

30,967

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#733

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Valmark Advisers, Inc. holds $7,164,302 across 4 Railroads names. CSX ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	11,447	$3,113,584
2	NSC	Norfolk Southern Corp	5,846	$1,839,093
3	CSX	Csx Corp This page	30,967	$1,471,861
4	CNI	Canadian National Railway Co	6,204	$739,764

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,471,861	30,967	-0.5%	Shares	Sole	2026-08-06
2026-03-31	$1,277,065	31,110	+0.8%	Shares	Sole	2026-05-01
2025-12-31	$1,118,530	30,856	-3.4%	Shares	Sole	2026-01-26
2025-09-30	$1,134,793	31,957	-0.2%	Shares	Sole	2025-10-24
2025-06-30	$1,044,779	32,019	-0.6%	Shares	Sole	2025-07-23
2025-03-31	$947,822	32,206	-1.3%	Shares	Sole	2025-04-23
2024-12-31	$1,052,711	32,622	-0.1%	Shares	Sole	2025-01-30
2024-09-30	$1,127,956	32,666	+0.9%	Shares	Sole	2024-10-25
2024-06-30	$1,083,445	32,390	+1.1%	Shares	Sole	2024-08-01
2024-03-31	$1,188,019	32,048	-4.8%	Shares	Sole	2024-05-06
2023-12-31	$1,166,784	33,654	+1.2%	Shares	Sole	2024-02-02
2023-09-30	$1,022,991	33,268	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$1,133,484	33,240	-1.2%	Shares	Sole	2023-08-03
2023-03-31	$1,006,882	33,630	+1.2%	Shares	Sole	2023-05-02
2022-12-31	$1,029,775	33,240	+1.0%	Shares	Sole	2023-02-07
2022-09-30	$876,935	32,918	-0.2%	Shares	Sole	2022-11-03
2022-06-30	$958,050	32,968	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$1,230,906	32,868	+0.6%	Shares	Sole	2022-05-10
2021-12-31	$1,228,580	32,675	-1.8%	Shares	Sole	2022-02-02
2021-09-30	$989,449	33,270	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$1,046,321	32,616	+197.3%	Shares	Sole	2021-08-06
2021-03-31	$1,057,920	10,972	+15.8%	Shares	Sole	2021-05-04
2020-12-31	$859,584	9,472	+3.5%	Shares	Sole	2021-02-03
2020-09-30	$710,680	9,150	-0.1%	Shares	Sole	2020-11-09
2020-06-30	$638,470	9,155	0.0%	Shares	Sole	2020-07-31
2020-03-31	$524,581	9,155	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.