Creative Planning

Position in CSX — Csx Corp

CIK 1540235 OVERLAND PARK, KS

Back to CSX Full portfolio

Position in CSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$41,058,885

+$6,912,962 QoQ

Shares Held

863,852

+3.9% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#155

of 1,994 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CSX Over Time

Shares Held

Position Value (USD)

Position in Railroads

Industrials · as of Jun 30, 2026

Creative Planning holds $223,272,639 across 8 Railroads names. CSX ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	423,620	$115,224,640
2	CSX	Csx Corp This page	863,852	$41,058,885
3	NSC	Norfolk Southern Corp	82,667	$26,006,210
4	CP	Canadian Pacific Kansas City Ltd/Cn	209,953	$18,192,427
5	WAB	Westinghouse Air Brake Technologies Corp	41,303	$11,135,288
6	CNI	Canadian National Railway Co	77,156	$9,200,080
7	GBX	Greenbrier Companies Inc	32,555	$1,595,520
8	TRN	Trinity Industries Inc	24,858	$859,589

All Filings in CSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,058,885	863,852	+3.9%	Shares	Defined	2026-08-13
2026-03-31	$34,145,923	831,813	-7.2%	Shares	Defined	2026-05-12
2025-12-31	$32,500,698	896,571	+6.7%	Shares	Defined	2026-02-17
2025-09-30	$29,824,883	839,901	+4.5%	Shares	Sole	2025-11-14
2025-06-30	$26,221,500	803,601	+16.5%	Shares	Defined	2025-08-08
2025-03-31	$20,295,957	689,635	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$22,696,749	703,339	+10.8%	Shares	Defined	2025-02-14
2024-09-30	$21,916,052	634,696	+2.2%	Shares	Defined	2024-10-11
2024-06-30	$20,775,219	621,083	+27.5%	Shares	Defined	2024-08-15
2024-03-31	$18,052,311	486,979	+10.8%	Shares	Defined	2024-05-13
2023-12-31	$15,232,299	439,351	+4.4%	Shares	Defined	2024-02-14
2023-09-30	$12,935,786	420,676	-4.9%	Shares	Defined	2023-11-16
2023-06-30	$15,076,666	442,131	+5.0%	Shares	Sole	2023-07-21
2023-03-31	$12,611,506	421,226	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$13,380,014	431,892	+8.5%	Shares	Sole	2023-02-10
2022-09-30	$10,603,998	398,048	-0.4%	Shares	Sole	2022-11-03
2022-06-30	$11,614,119	399,660	+8.3%	Shares	Sole	2022-08-15
2022-03-31	$13,825,191	369,164	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$13,905,156	369,818	-6.0%	Shares	Sole	2022-02-11
2021-09-30	$11,703,730	393,535	-3.5%	Shares	Sole	2021-11-10
2021-06-30	$13,086,201	407,924	+165.3%	Shares	Sole	2021-08-04
2021-03-31	$14,825,346	153,758	-7.1%	Shares	Sole	2021-04-30
2020-12-31	$15,016,856	165,475	+2.2%	Shares	Sole	2021-01-29
2020-09-30	$12,576,792	161,926	+6.7%	Shares	Sole	2020-11-05
2020-06-30	$10,588,011	151,821	+0.1%	Shares	Sole	2020-07-23
2020-03-31	$8,689,143	151,643	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.