Creative Planning

Position in CSX — Csx Corp

CIK 1540235 OVERLAND PARK, KS

Position in CSX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$34,145,923

+$1,645,225 QoQ

Shares Held

831,813

-7.2% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4829210411474694.ToString("F0")% Shared 0.ToString("F0")% None 99.51707895885254.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $191,545,388 across 8 Railroads names. CSX ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	410,654	$99,632,873
2	CSX	Csx Corp This page	831,813	$34,145,923
3	NSC	Norfolk Southern Corp	81,210	$23,307,270
4	CP	Canadian Pacific Kansas City Ltd/Cn	195,850	$15,405,561
5	WAB	Westinghouse Air Brake Technologies Corp	37,501	$9,371,874
6	CNI	Canadian National Railway Co	70,398	$7,234,802
7	GBX	Greenbrier Companies Inc	33,379	$1,757,404
8	TRN	Trinity Industries Inc	21,432	$689,681

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$4,941,782	153,758	-7.1%	Shares	Sole	2021-04-30
2020-12-31	$5,005,618	165,475	+2.2%	Shares	Sole	2021-01-29
2020-09-30	$4,192,264	161,926	+6.7%	Shares	Sole	2020-11-05
2020-06-30	$3,529,337	151,821	+0.1%	Shares	Sole	2020-07-23
2020-03-31	$2,896,381	151,643	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.